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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

155 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
155
Holders Change
–
Holders Change %
0%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$19.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.9M
3
SA
3
Sanctuary Advisors
Indiana
$2.28M
4
Bank of America
4
Bank of America
North Carolina
$38.3M
5
LIA
5
LBMC Investment Advisors
Tennessee
$6.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$509K
2
CA
2
Crumly & Associates
Illinois
$1.71M
3
SCG
3
Sonata Capital Group
Washington
$0
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$580K
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$3.44M 135,721 +17,732 +15%
QFA
27
Quantum Financial Advisors
California
$3.23M 127,475 +1,037 +0.8%
CTC
28
Central Trust Company
Missouri
$3.22M 127,328 +19,835 +18%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$3.06M 120,680 +806 +0.7%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.82M 111,522 +52,092 +88%
GA
31
Gateway Advisory
New Jersey
$2.76M 109,190 -10,304 -9%
RJA
32
Raymond James & Associates
Florida
$2.6M 102,725 +6,482 +7%
HCM
33
Howland Capital Management
Massachusetts
$2.6M 102,665 +32,855 +47%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.57M 101,569 -123 -0.1%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.3M 90,704 +17,815 +24%
SA
36
Sanctuary Advisors
Indiana
$2.28M 90,301 +90,301 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.26M 89,048 +3,181 +4%
UCFA
38
United Capital Financial Advisors
Texas
$2.22M 87,606 -6,058 -6%
Stifel Financial
39
Stifel Financial
Missouri
$2.05M 80,998 +4,721 +6%
RFC
40
Regions Financial Corp
Alabama
$1.85M 73,200 +4,382 +6%
CIM
41
Confluence Investment Management
Missouri
$1.8M 70,934 +1,716 +2%
CA
42
Crumly & Associates
Illinois
$1.71M 67,572 -160,254 -70%
SPA
43
Sentinel Pension Advisors
Massachusetts
$1.69M 66,741 -304 -0.5%
WWM
44
WJ Wealth Management
Arizona
$1.67M 66,092 -4,000 -6%
SWMG
45
Signature Wealth Management Group
Georgia
$1.54M 60,707 -139 -0.2%
AM
46
Atwater Malick
Pennsylvania
$1.53M 60,466 +8,708 +17%
BPA
47
Beacon Pointe Advisors
California
$1.53M 60,329 +4,368 +8%
GT
48
Glenview Trust
Kentucky
$1.49M 58,838 +9,014 +18%
SWM
49
Scissortail Wealth Management
Oklahoma
$1.43M 56,586 -1,049 -2%
PA
50
PSI Advisors
Florida
$1.37M 53,974 +53,974 New
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