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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

108 hedge funds and large institutions have $227M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+19
Holders Change %
+21.35%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
50
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$19M
3
Bank of America
3
Bank of America
North Carolina
$17M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.9M
5
NA
5
NewEdge Advisors
Louisiana
$4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.34M
2
UBS Group
2
UBS Group
Switzerland
$7.28M
3
CIM
3
Confluence Investment Management
Missouri
$263K
4
Jane Street
4
Jane Street
New York
$495K
5
GA
5
Gateway Advisory
New Jersey
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$1.54M +$410K +16,259 +36%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.49M +$884K +35,074 +146%
PFM
28
Phillips Financial Management
Indiana
$1.43M +$550K +21,822 +63%
IA
29
IFP Advisors
Florida
$1.37M +$647K +25,845 +90%
SWMG
30
Signature Wealth Management Group
Georgia
$1.34M +$311K +12,342 +30%
CIAS
31
CFS Investment Advisory Services
New Jersey
$1.34M -$35.6M -1,411,927 -96%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.26M +$1.26M +49,947 New
RJA
33
Raymond James & Associates
Florida
$1.25M +$374K +14,853 +43%
GA
34
Gateway Advisory
New Jersey
$1.24M -$1.51M -59,743 -55%
RFC
35
Regions Financial Corp
Alabama
$1.2M +$71.8K +2,847 +6%
BSAM
36
Blue Square Asset Management
New York
$1.19M +$26.6K +1,054 +2%
KA
37
Klingman & Associates
New York
$1.18M +$526K +20,871 +80%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.17M +$217K +8,591 +23%
WIC
39
Woodmont Investment Counsel
Tennessee
$1.11M – – –
RAG
40
RIA Advisory Group
Iowa
$904K +$904K +37,299 New
PA
41
Prism Advisors
California
$899K – – –
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
$882K -$113K -4,500 -11%
FTUS
43
Flow Traders U.S.
New York
$868K +$868K +34,423 New
Osaic Holdings
44
Osaic Holdings
Arizona
$864K +$682K +27,024 +375%
CAN
45
Cetera Advisor Networks
California
$862K +$487K +19,314 +130%
SSB
46
Sandy Spring Bank
Maryland
$850K +$142K +5,615 +20%
DSA
47
Droms Strauss Advisors
Missouri
$823K +$6.84K +271 +0.8%
SBL
48
Sargent Bickham Lagudis
Colorado
$813K +$813K +32,264 New
RHP
49
Royal Harbor Partners
Texas
$813K +$271K +10,756 +50%
SCA
50
Stonebridge Capital Advisors
Minnesota
$787K +$460K +18,266 +141%
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