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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

118 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 3 closing their positions.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$10.6M
2
Bank of America
2
Bank of America
North Carolina
$19.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.68M
4
US Bancorp
4
US Bancorp
Minnesota
$18.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.81M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$8.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$276K
4
LPT
4
Legacy Private Trust
Wisconsin
$1.28M
5
CWP
5
Cyndeo Wealth Partners
Florida
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.09M 82,916 -2,721 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2M 79,420 -888 -1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.93M 76,733 +1,847 +2%
RJA
29
Raymond James & Associates
Florida
$1.73M 68,717 +14,799 +27%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.68M 66,797 -8,409 -11%
SPA
31
Sentinel Pension Advisors
Massachusetts
$1.6M 63,525 +1,429 +2%
PFM
32
Phillips Financial Management
Indiana
$1.58M 62,661 +3,954 +7%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.52M 60,343 +2,982 +5%
KA
34
Klingman & Associates
New York
$1.49M 59,066 +5,177 +10%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.48M 58,794 -7,716 -12%
GA
36
Gateway Advisory
New Jersey
$1.42M 56,508 -2,473 -4%
SWMG
37
Signature Wealth Management Group
Georgia
$1.42M 56,508 +1,921 +4%
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$1.42M 56,506 +839 +2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.39M 55,126 +1,115 +2%
LPT
40
Legacy Private Trust
Wisconsin
$1.28M 51,016 -25,914 -34%
RFC
41
Regions Financial Corp
Alabama
$1.27M 50,573 +1,737 +4%
LIA
42
LBMC Investment Advisors
Tennessee
$1.23M 48,990 – –
WWM
43
WJ Wealth Management
Arizona
$1.23M 48,747 +14,264 +41%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.16M 46,000 +2,000 +5%
RAG
45
RIA Advisory Group
Iowa
$1.1M 43,714 +2,138 +5%
BSAM
46
Blue Square Asset Management
New York
$1.1M 43,701 +1,252 +3%
DSA
47
Droms Strauss Advisors
Missouri
$1.06M 42,291 +5,526 +15%
SCA
48
Stonebridge Capital Advisors
Minnesota
$1.03M 40,866 +752 +2%
RHP
49
Royal Harbor Partners
Texas
$1.01M 40,171 +8,006 +25%
Creative Planning
50
Creative Planning
Kansas
$979K 38,881 -918 -2%
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