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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.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

13% more funds holding

Funds holding: 137155 (+18)

11% more capital invested

Capital invested by funds: $357M → $397M (+$40.1M)

0.26% less ownership

Funds ownership: 88.17%87.91% (-0.26%)

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
2.23%
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 Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$3.83M +$1.27K +50 +0%
P
27
Paradiem
Louisiana
$3.44M +$3.45M +135,772 New
QFA
28
Quantum Financial Advisors
California
$3.21M +$3.21M +126,438 New
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$3.04M +$229 +9 +0%
GA
30
Gateway Advisory
New Jersey
$3.03M +$190K +7,486 +7%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$2.99M -$151K -5,941 -5%
CTC
32
Central Trust Company
Missouri
$2.72M +$837K +32,916 +44%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.58M +$271K +10,656 +12%
RJA
34
Raymond James & Associates
Florida
$2.44M +$1.45K +57 +0.1%
UCFA
35
United Capital Financial Advisors
Texas
$2.37M -$411K -16,180 -15%
AWA
36
Amplius Wealth Advisors
Pennsylvania
$2.24M +$2.24M +88,181 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.18M +$133K +5,230 +6%
Stifel Financial
38
Stifel Financial
Missouri
$1.93M +$1.94M +76,277 New
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M -$519K -20,407 -22%
WWM
40
WJ Wealth Management
Arizona
$1.78M +$52.3K +2,055 +3%
HCM
41
Howland Capital Management
Massachusetts
$1.77M +$761K +29,930 +75%
SCG
42
Sonata Capital Group
Washington
$1.76M +$1.77M +69,530 New
CIM
43
Confluence Investment Management
Missouri
$1.75M +$1.45M +57,032 +468%
RFC
44
Regions Financial Corp
Alabama
$1.74M -$107K -4,196 -6%
SPA
45
Sentinel Pension Advisors
Massachusetts
$1.7M +$33.5K +1,316 +2%
SWMG
46
Signature Wealth Management Group
Georgia
$1.53M +$135K +5,319 +10%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.51M +$479K +18,830 +46%
SWM
48
Scissortail Wealth Management
Oklahoma
$1.46M -$71.2K -2,801 -5%
BPA
49
Beacon Pointe Advisors
California
$1.42M +$155K +6,111 +12%
AM
50
Atwater Malick
Pennsylvania
$1.31M +$122K +4,790 +10%