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iShares iBonds Dec 2026 Term Muni Bond ETF

137 hedge funds and large institutions have $357M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

36% more capital invested

Capital invested by funds: $262M → $357M (+$94.9M)

16% more funds holding

Funds holding: 118137 (+19)

3.82% more ownership

Funds ownership: 84.35%88.17% (+3.8%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
56
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$2.86M +$1.34M +53,367 +91%
UCFA
27
United Capital Financial Advisors
Texas
$2.8M -$316K -12,579 -10%
RJA
28
Raymond James & Associates
Florida
$2.45M +$657K +26,187 +37%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M +$304K +12,129 +15%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.32M +$67.1K +2,672 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.06M -$2.26K -90 -0.1%
LIA
32
LBMC Investment Advisors
Tennessee
$1.97M +$708K +28,210 +58%
CTC
33
Central Trust Company
Missouri
$1.9M +$485K +19,339 +35%
RFC
34
Regions Financial Corp
Alabama
$1.86M +$247K +9,859 +16%
WWM
35
WJ Wealth Management
Arizona
$1.74M +$527K +21,000 +45%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.68M -$40.6K -1,618 -2%
SWM
37
Scissortail Wealth Management
Oklahoma
$1.54M +$1.52M +60,436 New
KA
38
Klingman & Associates
New York
$1.44M -$209K -8,313 -13%
SWMG
39
Signature Wealth Management Group
Georgia
$1.42M +$1.39M +55,527 New
BSAM
40
Blue Square Asset Management
New York
$1.31M +$180K +7,163 +16%
PFM
41
Phillips Financial Management
Indiana
$1.3M
JIR
42
James Investment Research
Ohio
$1.28M +$1.26M +50,284 New
BPA
43
Beacon Pointe Advisors
California
$1.27M +$240K +9,572 +24%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.26M -$50.2K -2,000 -4%
AM
45
Atwater Malick
Pennsylvania
$1.2M +$75.1K +2,994 +7%
CIAS
46
CFS Investment Advisory Services
New Jersey
$1.2M -$109K -4,328 -8%
RAG
47
RIA Advisory Group
Iowa
$1.19M +$69.5K +2,771 +7%
FFG
48
Foundry Financial Group
New Hampshire
$1.14M +$1.12M +44,813 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$704K +28,037 +182%
DSA
50
Droms Strauss Advisors
Missouri
$1.04M -$64.5K -2,569 -6%