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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

114 hedge funds and large institutions have $266M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.58M
2
CIA
2
Covington Investment Advisors
Pennsylvania
$4.15M
3
Jane Street
3
Jane Street
New York
$3.98M
4
Wells Fargo
4
Wells Fargo
California
$22.1M
5
CIM
5
Confluence Investment Management
Missouri
$2.75M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.42M
2
UBS Group
2
UBS Group
Switzerland
$6.14M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
NA
4
NewEdge Advisors
Louisiana
$10M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.19M +$910K +35,651 +71%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.05M -$719K -28,183 -26%
LPT
28
Legacy Private Trust
Wisconsin
$1.96M +$121K +4,732 +7%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.92M +$410K +16,078 +27%
CIAS
30
CFS Investment Advisory Services
New Jersey
$1.7M +$346K +13,554 +26%
SPA
31
Sentinel Pension Advisors
Massachusetts
$1.59M +$30.2K +1,182 +2%
GA
32
Gateway Advisory
New Jersey
$1.51M +$246K +9,629 +20%
PFM
33
Phillips Financial Management
Indiana
$1.5M +$50.9K +1,994 +4%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.46M +$590K +23,125 +68%
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$1.42M -$1.74M -68,263 -55%
SWMG
36
Signature Wealth Management Group
Georgia
$1.39M +$32.3K +1,264 +2%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$1.38M +$1.34M +52,401 +3,255%
RJA
38
Raymond James & Associates
Florida
$1.38M +$110K +4,317 +9%
KA
39
Klingman & Associates
New York
$1.38M +$176K +6,907 +15%
LIA
40
LBMC Investment Advisors
Tennessee
$1.25M +$999K +39,140 +397%
RFC
41
Regions Financial Corp
Alabama
$1.25M +$27.7K +1,084 +2%
IA
42
IFP Advisors
Florida
$1.2M -$163K -6,499 -12%
WIC
43
Woodmont Investment Counsel
Tennessee
$1.12M – – –
BSAM
44
Blue Square Asset Management
New York
$1.08M -$120K -4,683 -10%
RAG
45
RIA Advisory Group
Iowa
$1.06M +$109K +4,277 +11%
SCA
46
Stonebridge Capital Advisors
Minnesota
$1.02M +$227K +8,882 +28%
Creative Planning
47
Creative Planning
Kansas
$1.02M +$317K +12,428 +45%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$987K +$987K +38,643 New
SSB
49
Sandy Spring Bank
Maryland
$972K +$111K +4,335 +13%
DSA
50
Droms Strauss Advisors
Missouri
$939K +$106K +4,149 +13%
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