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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

85 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.5M
4
Bank of America
4
Bank of America
North Carolina
$9.41M
5
RFC
5
Regions Financial Corp
Alabama
$2.86M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.47M
2
KCM
2
Karp Capital Management
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$599K
4
Jane Street
4
Jane Street
New York
$2.24M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.04M +$1.04M +41,172 New
WIC
27
Woodmont Investment Counsel
Tennessee
$1.01M +$89.4K +3,525 +10%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1M – – –
SPA
29
Sentinel Pension Advisors
Massachusetts
$995K +$1.72K +68 +0.2%
BSAM
30
Blue Square Asset Management
New York
$946K +$946K +37,323 New
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$929K +$136K +5,362 +17%
WWM
32
WJ Wealth Management
Arizona
$906K +$906K +35,805 New
PA
33
Prism Advisors
California
$904K -$46.4K -1,831 -5%
CIC
34
Carnegie Investment Counsel
Ohio
$761K -$260K -10,250 -25%
SSB
35
Sandy Spring Bank
Maryland
$707K -$139K -5,485 -16%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$695K -$203 -8 -0%
AIP
37
Ameritas Investment Partners
Nebraska
$663K -$75.4K -2,980 -10%
Creative Planning
38
Creative Planning
Kansas
$662K -$205K -8,078 -24%
VNB
39
Virginia National Bank
Virginia
$625K -$4.97K -196 -0.8%
HighTower Advisors
40
HighTower Advisors
Illinois
$599K -$4.71M -186,216 -89%
PFM
41
Phillips Financial Management
Indiana
$589K +$17.2K +677 +3%
SWMG
42
Signature Wealth Management Group
Georgia
$536K +$536K +21,167 New
CTC
43
Central Trust Company
Missouri
$509K -$689K -27,200 -58%
BPA
44
Beacon Pointe Advisors
California
$492K +$173K +6,866 +54%
VA
45
Valmark Advisers
Ohio
$471K -$51.9K -2,050 -10%
PTC
46
Private Trust Company
Ohio
$465K +$465K +18,350 New
AWM
47
Apollon Wealth Management
South Carolina
$456K – – –
CPIA
48
Cornell Pochily Investment Advisors
New York
$454K +$454K +17,918 New
DSA
49
Droms Strauss Advisors
Missouri
$432K +$432K +16,959 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$418K +$74.9K +2,960 +22%
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