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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
35
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$2.95M
2
Jane Street
2
Jane Street
New York
$4.71M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$8.38M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$930K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.61M
3
CCA
3
Childress Capital Advisors
Texas
$0
4
ACM
4
Azimuth Capital Management
Michigan
$15.2M
5
AWM
5
Altium Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$1M 39,211 -5,699 -13%
PA
27
Prism Advisors
California
$956K 37,496 -457 -1%
WIC
28
Woodmont Investment Counsel
Tennessee
$930K 36,475 +36,475 New
Creative Planning
29
Creative Planning
Kansas
$873K 34,208 -13,042 -28%
SSB
30
Sandy Spring Bank
Maryland
$851K 33,375 +4,100 +14%
RJA
31
Raymond James & Associates
Florida
$845K 33,144 -1,119 -3%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$799K 31,316 +4,137 +15%
AIP
33
Ameritas Investment Partners
Nebraska
$744K 29,182 +254 +0.9%
CA
34
CGN Advisors
Kansas
$702K 27,534 -10,323 -27%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$700K 27,458 +5,068 +23%
VNB
36
Virginia National Bank
Virginia
$634K 24,843 +24,843 New
PFM
37
Phillips Financial Management
Indiana
$575K 22,551 +1,165 +5%
VA
38
Valmark Advisers
Ohio
$527K 20,645 -362 -2%
AWM
39
Apollon Wealth Management
South Carolina
$459K 18,000 +10,000 +125%
RFC
40
Regions Financial Corp
Alabama
$443K 17,381 -3,648 -17%
SIC
41
Sigma Investment Counselors
Michigan
$395K 15,500 – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$391K 15,353 -9 -0.1%
CAN
43
Cetera Advisor Networks
California
$380K 14,885 – –
AFP
44
Ausdal Financial Partners
Iowa
$370K 14,499 -759 -5%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$346K 13,552 -550 -4%
PWS
46
Peloton Wealth Strategists
Indiana
$337K 13,200 – –
ACS
47
Archford Capital Strategies
Illinois
$323K 12,683 +1,458 +13%
BPA
48
Beacon Pointe Advisors
California
$322K 12,608 +4,466 +55%
WI
49
WrapManager Inc
California
$320K 12,563 – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$285K 11,172 -846 -7%
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