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iShares iBonds Dec 2026 Term Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

4% more funds holding

Funds holding: 114118 (+4)

3% more capital invested

Capital invested by funds: $266M → $272M (+$6.76M)

0.62% more ownership

Funds ownership: 86.93%87.56% (+0.62%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.85%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.09M -$68.7K -2,721 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2M -$22.4K -888 -1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.93M +$46.6K +1,847 +2%
RJA
29
Raymond James & Associates
Florida
$1.73M +$374K +14,799 +27%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.68M -$212K -8,409 -11%
SPA
31
Sentinel Pension Advisors
Massachusetts
$1.6M +$36.1K +1,429 +2%
PFM
32
Phillips Financial Management
Indiana
$1.58M +$99.8K +3,954 +7%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.52M +$75.3K +2,982 +5%
KA
34
Klingman & Associates
New York
$1.49M +$131K +5,177 +10%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.48M -$195K -7,716 -12%
GA
36
Gateway Advisory
New Jersey
$1.42M -$62.4K -2,473 -4%
SWMG
37
Signature Wealth Management Group
Georgia
$1.42M +$48.5K +1,921 +4%
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$1.42M +$21.2K +839 +2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.39M +$28.2K +1,115 +2%
LPT
40
Legacy Private Trust
Wisconsin
$1.28M -$654K -25,914 -34%
RFC
41
Regions Financial Corp
Alabama
$1.27M +$43.9K +1,737 +4%
LIA
42
LBMC Investment Advisors
Tennessee
$1.23M
WWM
43
WJ Wealth Management
Arizona
$1.23M +$360K +14,264 +41%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.16M +$50.5K +2,000 +5%
RAG
45
RIA Advisory Group
Iowa
$1.1M +$54K +2,138 +5%
BSAM
46
Blue Square Asset Management
New York
$1.1M +$31.6K +1,252 +3%
DSA
47
Droms Strauss Advisors
Missouri
$1.06M +$140K +5,526 +15%
SCA
48
Stonebridge Capital Advisors
Minnesota
$1.03M +$19K +752 +2%
RHP
49
Royal Harbor Partners
Texas
$1.01M +$202K +8,006 +25%
Creative Planning
50
Creative Planning
Kansas
$979K -$23.2K -918 -2%