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iShares iBonds Dec 2026 Term Muni Bond ETF

155 hedge funds and large institutions have $397M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
70
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWP
26
Cyndeo Wealth Partners
Florida
$3.83M 150,993 +50 +0%
P
27
Paradiem
Louisiana
$3.44M 135,772 +135,772 New
QFA
28
Quantum Financial Advisors
California
$3.21M 126,438 +126,438 New
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$3.04M 119,874 +9 +0%
GA
30
Gateway Advisory
New Jersey
$3.03M 119,494 +7,486 +7%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$2.99M 117,989 -5,941 -5%
CTC
32
Central Trust Company
Missouri
$2.72M 107,493 +32,916 +44%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.58M 101,692 +10,656 +12%
RJA
34
Raymond James & Associates
Florida
$2.44M 96,243 +57 +0.1%
UCFA
35
United Capital Financial Advisors
Texas
$2.37M 93,664 -16,180 -15%
AWA
36
Amplius Wealth Advisors
Pennsylvania
$2.24M 88,181 +88,181 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.18M 85,867 +5,230 +6%
Stifel Financial
38
Stifel Financial
Missouri
$1.93M 76,277 +76,277 New
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M 72,889 -20,407 -22%
WWM
40
WJ Wealth Management
Arizona
$1.78M 70,092 +2,055 +3%
HCM
41
Howland Capital Management
Massachusetts
$1.77M 69,810 +29,930 +75%
SCG
42
Sonata Capital Group
Washington
$1.76M 69,530 +69,530 New
CIM
43
Confluence Investment Management
Missouri
$1.75M 69,218 +57,032 +468%
RFC
44
Regions Financial Corp
Alabama
$1.74M 68,818 -4,196 -6%
SPA
45
Sentinel Pension Advisors
Massachusetts
$1.7M 67,045 +1,316 +2%
SWMG
46
Signature Wealth Management Group
Georgia
$1.53M 60,846 +5,319 +10%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.51M 59,430 +18,830 +46%
SWM
48
Scissortail Wealth Management
Oklahoma
$1.46M 57,635 -2,801 -5%
BPA
49
Beacon Pointe Advisors
California
$1.42M 55,961 +6,111 +12%
AM
50
Atwater Malick
Pennsylvania
$1.31M 51,758 +4,790 +10%