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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

170 hedge funds and large institutions have $441M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
Bank of America
3
Bank of America
North Carolina
$50.3M
4
HBT
4
Hills Bank & Trust
Iowa
$9.82M
5
Jane Street
5
Jane Street
New York
$2.12M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.25M
2
PA
2
PSI Advisors
Florida
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$12.1M
4
WWM
4
WJ Wealth Management
Arizona
$312K
5
CWP
5
Cyndeo Wealth Partners
Florida
$3.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.3M 1,963,364 +76,846 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M 947,342 +88,311 +10%
CA
3
Clearstead Advisors
Ohio
$22.6M 882,174 +26,753 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.5M 878,008 +4,507 +0.5%
US Bancorp
5
US Bancorp
Minnesota
$18.8M 734,542 +46,443 +7%
Morgan Stanley
6
Morgan Stanley
New York
$17.6M 688,174 +615 +0.1%
NA
7
NewEdge Advisors
Louisiana
$15.8M 615,172 +45,604 +8%
Wells Fargo
8
Wells Fargo
California
$12.9M 503,073 +10,020 +2%
KCM
9
Kathmere Capital Management
Pennsylvania
$12.1M 474,005 -54,352 -10%
UBS Group
10
UBS Group
Switzerland
$11.5M 447,469 -21,451 -5%
LIA
11
LBMC Investment Advisors
Tennessee
$10.6M 411,927 +45,434 +12%
LPL Financial
12
LPL Financial
California
$9.96M 388,657 +744 +0.2%
HBT
13
Hills Bank & Trust
Iowa
$9.82M 383,212 +57,767 +18%
IWC
14
Integrated Wealth Concepts
Massachusetts
$8.62M 336,583 +11,287 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.46M 329,979 -14,649 -4%
Lido Advisors
16
Lido Advisors
California
$8.18M 319,096 +36,767 +13%
CIA
17
Covington Investment Advisors
Pennsylvania
$7.86M 306,590 +5,300 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.36M 287,385 +18,602 +7%
LIM
19
Leavell Investment Management
Alabama
$6.94M 270,987 +4,873 +2%
PWM
20
Praetorian Wealth Management
California
$6.08M 237,175 +273 +0.1%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$5.27M 205,621 +48,253 +31%
Raymond James Financial
22
Raymond James Financial
Florida
$5.25M 204,997 -80,350 -28%
HCM
23
Howland Capital Management
Massachusetts
$4.84M 188,806 +7,120 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.65M 181,579 +37,187 +26%
CTC
25
Central Trust Company
Missouri
$4.42M 172,675 +10,674 +7%
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