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iShares iBonds Dec 2027 Term Muni Bond ETF

171 hedge funds and large institutions have $474M 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, 78 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 165171 (+6)

1% less capital invested

Capital invested by funds: $479M → $474M (-$5.3M)

2.34% less ownership

Funds ownership: 86.47%84.14% (-2.3%)

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
78
Reduced
36
Closed
8
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 +$1.36M +53,614 +3%
Wells Fargo
2
Wells Fargo
California
$27.1M +$2.34M +92,135 +9%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24.3M +$1.11M +43,801 +5%
CA
4
Clearstead Advisors
Ohio
$23.5M +$630K +24,775 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$23.3M -$869K -34,145 -4%
HWA
6
Heartwood Wealth Advisors
Virginia
$19.7M +$445K +17,508 +2%
US Bancorp
7
US Bancorp
Minnesota
$18.7M -$488K -19,165 -3%
Morgan Stanley
8
Morgan Stanley
New York
$12.4M -$4.1M -161,343 -25%
LIA
9
LBMC Investment Advisors
Tennessee
$12M +$1.21M +47,542 +11%
NA
10
NewEdge Advisors
Louisiana
$11.6M +$1M +39,355 +9%
LPL Financial
11
LPL Financial
California
$11.3M +$440K +17,276 +4%
KCM
12
Kathmere Capital Management
Pennsylvania
$10.5M +$250K +9,815 +2%
HCM
13
Hengehold Capital Management
Ohio
$10.3M +$186K +7,315 +2%
HBT
14
Hills Bank & Trust
Iowa
$10.2M +$14.4K +566 +0.1%
UBS Group
15
UBS Group
Switzerland
$9.69M -$339K -13,327 -3%
Lido Advisors
16
Lido Advisors
California
$9.29M +$1.24M +48,624 +15%
CIA
17
Covington Investment Advisors
Pennsylvania
$8.58M +$196K +7,700 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.61M +$147K +5,766 +2%
PWM
19
Praetorian Wealth Management
California
$6.11M -$117K -4,603 -2%
VBFG
20
Vishria Bird Financial Group
Tennessee
$5.92M +$5.51M +216,455 +1,361%
IWC
21
Integrated Wealth Concepts
Massachusetts
$5.13M +$10.3K +406 +0.2%
HCM
22
Howland Capital Management
Massachusetts
$4.99M +$248K +9,765 +5%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.94M -$205K -8,065 -4%
Raymond James Financial
24
Raymond James Financial
Florida
$4.86M -$1.92M -75,558 -28%
LIM
25
Leavell Investment Management
Alabama
$4.83M +$291K +11,448 +6%