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iShares iBonds Dec 2027 Term Muni Bond ETF

178 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 20 funds opening new positions, 77 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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

Top Buyers

1 +$27.4M
2 +$3.35M
3 +$3.17M
4
Morgan Stanley
Morgan Stanley
New York
+$2.49M
5
Jane Street
Jane Street
New York
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$57.9M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$51.6M
Wells Fargo
3
Wells Fargo
California
$27.5M
HighTower Advisors
4
HighTower Advisors
Illinois
$24.6M
CA
5
Clearstead Advisors
Ohio
$24.3M
HWA
6
Heartwood Wealth Advisors
Virginia
$19.5M
US Bancorp
7
US Bancorp
Minnesota
$18.1M
Morgan Stanley
8
Morgan Stanley
New York
$14.9M
LIA
9
LBMC Investment Advisors
Tennessee
$13.7M
NA
10
NewEdge Advisors
Louisiana
$12.3M
LPL Financial
11
LPL Financial
California
$12.2M
HBT
12
Hills Bank & Trust
Iowa
$11.1M
KCM
13
Kathmere Capital Management
Pennsylvania
$10.5M
Lido Advisors
14
Lido Advisors
California
$9.37M
CIA
15
Covington Investment Advisors
Pennsylvania
$9.32M
UBS Group
16
UBS Group
Switzerland
$8.96M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.87M
PWM
18
Praetorian Wealth Management
California
$6.6M
HCM
19
Howland Capital Management
Massachusetts
$6.1M
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.31M
LIM
21
Leavell Investment Management
Alabama
$5.28M
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.18M
QFA
23
Quantum Financial Advisors
California
$4.72M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.65M
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$4.65M