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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.67M +$4.68M +182,173 New
Raymond James Financial
27
Raymond James Financial
Florida
$4.57M -$118K -4,595 -3%
UCFA
28
United Capital Financial Advisors
Texas
$4.29M +$919K +35,817 +27%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.97M -$464K -18,076 -10%
BPA
30
Beacon Pointe Advisors
California
$3.6M +$119K +4,631 +3%
QFA
31
Quantum Financial Advisors
California
$3.41M -$1.94M -75,754 -36%
PA
32
PSI Advisors
Florida
$3.38M
CCM
33
Coldstream Capital Management
Washington
$3.28M +$20.1K +784 +0.6%
SA
34
Sanctuary Advisors
Indiana
$2.69M -$789K -30,759 -23%
WCP
35
Wick Capital Partners
Pennsylvania
$2.67M +$950 +37 +0%
AssetMark Inc
36
AssetMark Inc
California
$2.66M +$215K +8,389 +9%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.64M -$32.2K -1,255 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$2.53M +$1.32M +51,280 +108%
MIM
39
Moseley Investment Management
Florida
$2.48M +$359K +14,000 +17%
PWM
40
Parkway Wealth Management
Texas
$2.46M +$161K +6,256 +7%
SCG
41
Sonata Capital Group
Washington
$2.45M
AM
42
Atwater Malick
Pennsylvania
$2.31M -$305K -11,887 -12%
Ameriprise
43
Ameriprise
Minnesota
$2.26M -$151K -5,898 -6%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.23M +$200K +7,790 +10%
VA
45
Valmark Advisers
Ohio
$2.09M +$179K +6,975 +9%
WC
46
Wolfstich Capital
Massachusetts
$2.02M +$2.14M +83,383 New
Stifel Financial
47
Stifel Financial
Missouri
$1.95M +$148K +5,783 +8%
IWM
48
IHT Wealth Management
Illinois
$1.95M +$7.75K +302 +0.4%
KCA
49
Kastel Capital Advisors
Massachusetts
$1.94M
BSAM
50
Blue Square Asset Management
New York
$1.91M +$736K +28,664 +63%