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iShares iBonds Dec 2027 Term Muni Bond ETF

162 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
69
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53.3M +$3.75M +147,979 +8%
Wells Fargo
2
Wells Fargo
California
$24.7M +$5.53M +218,307 +29%
HighTower Advisors
3
HighTower Advisors
Illinois
$24.1M -$1.58M -62,278 -6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$23.1M +$1.96M +77,171 +9%
CA
5
Clearstead Advisors
Ohio
$22.8M +$693K +27,344 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22M +$179K +7,056 +0.8%
HWA
7
Heartwood Wealth Advisors
Virginia
$19.1M +$10.2K +404 +0.1%
US Bancorp
8
US Bancorp
Minnesota
$19.1M +$1.34M +52,873 +8%
Morgan Stanley
9
Morgan Stanley
New York
$16.4M +$4.1M +161,866 +33%
LPL Financial
10
LPL Financial
California
$10.8M +$442K +17,446 +4%
LIA
11
LBMC Investment Advisors
Tennessee
$10.8M +$1.32M +52,074 +14%
NA
12
NewEdge Advisors
Louisiana
$10.5M +$896K +35,356 +9%
KCM
13
Kathmere Capital Management
Pennsylvania
$10.2M -$3.88M -153,163 -28%
HBT
14
Hills Bank & Trust
Iowa
$10.1M +$1.52M +59,934 +18%
HCM
15
Hengehold Capital Management
Ohio
$10.1M +$311K +12,272 +3%
UBS Group
16
UBS Group
Switzerland
$9.98M -$446K -17,596 -4%
CIA
17
Covington Investment Advisors
Pennsylvania
$8.34M +$113K +4,450 +1%
Lido Advisors
18
Lido Advisors
California
$8.02M +$947K +37,349 +13%
Raymond James Financial
19
Raymond James Financial
Florida
$6.75M -$3.11M -122,617 -32%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.43M +$897K +35,366 +16%
PWM
21
Praetorian Wealth Management
California
$6.2M -$56.2K -2,218 -0.9%
Jane Street
22
Jane Street
New York
$5.61M +$4.43M +174,619 +375%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.12M +$1.1M +43,281 +27%
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.1M +$223K +8,812 +5%
HCM
25
Howland Capital Management
Massachusetts
$4.71M +$237K +9,345 +5%