IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

167 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$54.9M
Wells Fargo
2
Wells Fargo
California
$27.1M
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24.3M
CA
4
Clearstead Advisors
Ohio
$23.5M
HighTower Advisors
5
HighTower Advisors
Illinois
$23.3M
HWA
6
Heartwood Wealth Advisors
Virginia
$19.7M
US Bancorp
7
US Bancorp
Minnesota
$18.7M
Morgan Stanley
8
Morgan Stanley
New York
$12.4M
LIA
9
LBMC Investment Advisors
Tennessee
$12M
NA
10
NewEdge Advisors
Louisiana
$11.6M
LPL Financial
11
LPL Financial
California
$11.3M
KCM
12
Kathmere Capital Management
Pennsylvania
$10.5M
HCM
13
Hengehold Capital Management
Ohio
$10.3M
HBT
14
Hills Bank & Trust
Iowa
$10.2M
UBS Group
15
UBS Group
Switzerland
$9.69M
Lido Advisors
16
Lido Advisors
California
$9.29M
CIA
17
Covington Investment Advisors
Pennsylvania
$8.58M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.61M
PWM
19
Praetorian Wealth Management
California
$6.11M
VBFG
20
Vishria Bird Financial Group
Tennessee
$5.92M
IWC
21
Integrated Wealth Concepts
Massachusetts
$5.13M
HCM
22
Howland Capital Management
Massachusetts
$4.99M
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.94M
Raymond James Financial
24
Raymond James Financial
Florida
$4.86M
LIM
25
Leavell Investment Management
Alabama
$4.83M