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iShares iBonds Dec 2026 Term Muni Bond ETF

50 hedge funds and large institutions have $51.8M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

58% more capital invested

Capital invested by funds: $32.9M → $51.8M (+$18.9M)

19% more funds holding

Funds holding: 4250 (+8)

4.46% more ownership

Funds ownership: 66.41%70.87% (+4.5%)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Altium Wealth Management
New York
$450K
RJFSA
27
Raymond James Financial Services Advisors
Florida
$444K +$98.5K +3,653 +29%
LPL Financial
28
LPL Financial
California
$426K +$424K +15,713 New
BPA
29
Beacon Pointe Advisors
California
$407K +$5.42K +201 +1%
SIC
30
Sigma Investment Counselors
Michigan
$407K +$405K +15,025 New
VA
31
Valmark Advisers
Ohio
$369K +$368K +13,638 New
WI
32
WrapManager Inc
California
$358K +$356K +13,209 New
AFP
33
Ausdal Financial Partners
Iowa
$348K +$347K +12,855 New
Mariner
34
Mariner
Kansas
$331K
AIP
35
Ameritas Investment Partners
Nebraska
$318K +$162K +6,021 +105%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$270K +$269K +9,970 New
ADL
37
Asset Dedication LLC
California
$252K
PWS
38
Peloton Wealth Strategists
Indiana
$249K
BFEC
39
Benjamin F. Edwards & Company
Missouri
$244K +$1.02K +38 +0.4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$222K
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$217K
ACS
42
Archford Capital Strategies
Illinois
$217K +$3.13K +116 +1%
FCA
43
FinTrust Capital Advisors
South Carolina
$172K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$100K -$13.9K -515 -12%
IA
45
IFP Advisors
Florida
$51K
FNBOSM
46
First National Bank of South Miami
Florida
$50K +$49.7K +1,844 New
RIM
47
Rockbridge Investment Management
New York
$26K
PGAM
48
Princeton Global Asset Management
New Jersey
$13K
BEI
49
Benjamin Edwards Inc
Missouri
$8K +$324 +12 +4%
ASN
50
Advisory Services Network
Georgia
$6K -$46.6K -1,728 -88%