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iShares iBonds Dec 2026 Term Muni Bond ETF

193 hedge funds and large institutions have $484M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

7% more funds holding

Funds holding: 181193 (+12)

1% more capital invested

Capital invested by funds: $481M → $484M (+$3.21M)

0.35% less ownership

Funds ownership: 85.05%84.7% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 57

Holders
193
Holders Change
+12
Holders Change %
+6.63%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
26
Increased
56
Reduced
57
Closed
13
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
$50.9M -$1.59M -62,035 -3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$40.4M -$14M -544,326 -26%
RPC
3
Rossmore Private Capital
Connecticut
$37M -$42.1K -1,640 -0.1%
NA
4
NewEdge Advisors
Louisiana
$17.9M +$328K +12,787 +2%
US Bancorp
5
US Bancorp
Minnesota
$16.5M -$1.15M -44,626 -6%
Lido Advisors
6
Lido Advisors
California
$14.6M +$4.85M +189,064 +50%
LIA
7
LBMC Investment Advisors
Tennessee
$13.5M +$242K +9,413 +2%
Wells Fargo
8
Wells Fargo
California
$11.9M -$269K -10,464 -2%
KCM
9
Kathmere Capital Management
Pennsylvania
$11.8M -$311K -12,113 -3%
LPL Financial
10
LPL Financial
California
$10.4M -$153K -5,947 -1%
HBT
11
Hills Bank & Trust
Iowa
$10M -$14.4K -561 -0.1%
UBS Group
12
UBS Group
Switzerland
$9.77M -$1.03M -40,138 -10%
IWC
13
Integrated Wealth Concepts
Massachusetts
$9.39M -$264K -10,301 -3%
Morgan Stanley
14
Morgan Stanley
New York
$8.51M +$1.19M +46,249 +16%
CIA
15
Covington Investment Advisors
Pennsylvania
$8.3M -$80.7K -3,145 -1%
P
16
Paradiem
Louisiana
$7.54M +$4.06M +158,377 +117%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.87M +$78.5K +3,059 +1%
LIM
18
Leavell Investment Management
Alabama
$6.56M -$1.13M -44,066 -15%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.49M -$1.35M -52,556 -17%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.94M +$924K +36,021 +18%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$5.83M +$311K +12,106 +6%
PWM
22
Praetorian Wealth Management
California
$5.5M -$692K -26,966 -11%
CTC
23
Central Trust Company
Missouri
$5.28M +$169K +6,599 +3%
CWP
24
Cyndeo Wealth Partners
Florida
$4.86M +$1.11M +43,398 +30%
HCM
25
Howland Capital Management
Massachusetts
$4.72M -$254K -9,880 -5%