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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 %
QFA
26
Quantum Financial Advisors
California
$4.01M 156,480 +4,242 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.84M 149,722 -3,855 -3%
Ameriprise
28
Ameriprise
Minnesota
$3.69M 143,957 -14,297 -9%
P
29
Paradiem
Louisiana
$3.48M 135,772 – –
CWP
30
Cyndeo Wealth Partners
Florida
$3.42M 133,532 -28,322 -17%
Stifel Financial
31
Stifel Financial
Missouri
$3.36M 131,227 +6,093 +5%
CCM
32
Coldstream Capital Management
Washington
$2.9M 113,042 +7,823 +7%
UCFA
33
United Capital Financial Advisors
Texas
$2.77M 108,197 +83 +0.1%
NDSI
34
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M 105,943 +105,943 New
Osaic Holdings
35
Osaic Holdings
Arizona
$2.62M 102,783 -11,818 -10%
AM
36
Atwater Malick
Pennsylvania
$2.51M 97,835 +3,129 +3%
SCG
37
Sonata Capital Group
Washington
$2.44M 95,287 – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.44M 95,232 -602 -0.6%
Jane Street
39
Jane Street
New York
$2.12M 82,820 +50,865 +159%
RFC
40
Regions Financial Corp
Alabama
$1.91M 74,452 -587 -0.8%
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.88M 73,288 +33 +0%
CIM
42
Confluence Investment Management
Missouri
$1.87M 72,848 -2,619 -3%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$1.77M 69,052 +25,928 +60%
SPA
44
Sentinel Pension Advisors
Massachusetts
$1.76M 68,613 -139 -0.2%
WIC
45
Woodmont Investment Counsel
Tennessee
$1.67M 65,336 -393 -0.6%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.67M 65,243 +5,279 +9%
CIA
47
Capital Investment Advisors
Georgia
$1.63M 63,738 +6,344 +11%
VA
48
Valmark Advisers
Ohio
$1.62M 63,358 +5,110 +9%
KPWS
49
Kestra Private Wealth Services
Texas
$1.56M 60,724 +5,957 +11%
SWMG
50
Signature Wealth Management Group
Georgia
$1.52M 59,477 +784 +1%
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