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iShares iBonds Dec 2027 Term Muni Bond ETF

179 hedge funds and large institutions have $512M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $474M → $512M (+$38.5M)

5% more funds holding

Funds holding: 171179 (+8)

2.43% more ownership

Funds ownership: 84.14%86.56% (+2.4%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
78
Reduced
33
Closed
11
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
$57.9M +$3.17M +124,712 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$51.6M +$27.4M +1,077,952 +113%
Wells Fargo
3
Wells Fargo
California
$27.5M +$407K +16,025 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$24.6M +$1.32M +52,099 +6%
CA
5
Clearstead Advisors
Ohio
$24.3M +$848K +33,408 +4%
HWA
6
Heartwood Wealth Advisors
Virginia
$19.5M -$86.3K -3,399 -0.4%
US Bancorp
7
US Bancorp
Minnesota
$18.1M -$461K -18,144 -2%
Morgan Stanley
8
Morgan Stanley
New York
$14.9M +$2.49M +97,940 +20%
LIA
9
LBMC Investment Advisors
Tennessee
$13.7M +$1.67M +65,886 +14%
NA
10
NewEdge Advisors
Louisiana
$12.3M +$788K +31,056 +7%
LPL Financial
11
LPL Financial
California
$12.2M +$974K +38,368 +9%
HBT
12
Hills Bank & Trust
Iowa
$11.1M +$939K +36,992 +9%
KCM
13
Kathmere Capital Management
Pennsylvania
$10.5M +$9.9K +390 +0.1%
Lido Advisors
14
Lido Advisors
California
$9.37M +$79.8K +3,145 +0.9%
CIA
15
Covington Investment Advisors
Pennsylvania
$9.32M +$766K +30,175 +9%
UBS Group
16
UBS Group
Switzerland
$8.96M -$694K -27,330 -7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.87M +$282K +11,110 +4%
PWM
18
Praetorian Wealth Management
California
$6.6M +$515K +20,293 +8%
HCM
19
Howland Capital Management
Massachusetts
$6.1M +$1.13M +44,625 +23%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.31M +$388K +15,296 +8%
LIM
21
Leavell Investment Management
Alabama
$5.28M +$468K +18,443 +10%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.18M +$61.8K +2,435 +1%
QFA
23
Quantum Financial Advisors
California
$4.72M -$43.3K -1,706 -0.9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.65M +$457K +18,012 +11%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$4.65M +$948K +37,333 +26%