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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

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.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2.01%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$35M
4
CA
4
Crumly & Associates
Illinois
$7.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.68M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$16.9M
3
FTUS
3
Flow Traders U.S.
New York
$281K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPT
5
Legacy Private Trust
Wisconsin
$576K
Name Market Value Shares Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$2.86M 112,008 +53,367 +91%
UCFA
27
United Capital Financial Advisors
Texas
$2.8M 109,844 -12,579 -10%
RJA
28
Raymond James & Associates
Florida
$2.45M 96,186 +26,187 +37%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M 93,296 +12,129 +15%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.32M 91,036 +2,672 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.06M 80,637 -90 -0.1%
LIA
32
LBMC Investment Advisors
Tennessee
$1.97M 77,200 +28,210 +58%
CTC
33
Central Trust Company
Missouri
$1.9M 74,577 +19,339 +35%
RFC
34
Regions Financial Corp
Alabama
$1.86M 73,014 +9,859 +16%
WWM
35
WJ Wealth Management
Arizona
$1.74M 68,037 +21,000 +45%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.68M 65,729 -1,618 -2%
SWM
37
Scissortail Wealth Management
Oklahoma
$1.54M 60,436 +60,436 New
KA
38
Klingman & Associates
New York
$1.44M 56,563 -8,313 -13%
SWMG
39
Signature Wealth Management Group
Georgia
$1.42M 55,527 +55,527 New
BSAM
40
Blue Square Asset Management
New York
$1.31M 51,463 +7,163 +16%
PFM
41
Phillips Financial Management
Indiana
$1.3M 51,154 – –
JIR
42
James Investment Research
Ohio
$1.28M 50,284 +50,284 New
BPA
43
Beacon Pointe Advisors
California
$1.27M 49,850 +9,572 +24%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.26M 49,500 -2,000 -4%
AM
45
Atwater Malick
Pennsylvania
$1.2M 46,968 +2,994 +7%
CIAS
46
CFS Investment Advisory Services
New Jersey
$1.2M 46,853 -4,328 -8%
RAG
47
RIA Advisory Group
Iowa
$1.19M 44,713 +2,771 +7%
FFG
48
Foundry Financial Group
New Hampshire
$1.14M 44,813 +44,813 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.11M 43,453 +28,037 +182%
DSA
50
Droms Strauss Advisors
Missouri
$1.04M 40,641 -2,569 -6%
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