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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

158 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
66
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$1.96M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.3M
3
HCM
3
Howland Capital Management
Massachusetts
$4.17M
4
LIA
4
LBMC Investment Advisors
Tennessee
$8.1M
5
Bank of America
5
Bank of America
North Carolina
$40M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.7M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$16.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$0
5
CA
5
Crumly & Associates
Illinois
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$3.62M 141,144 +5,423 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.54M 137,799 +26,277 +24%
P
28
Paradiem
Louisiana
$3.48M 135,772 – –
CTC
29
Central Trust Company
Missouri
$3.37M 131,446 +4,118 +3%
QFA
30
Quantum Financial Advisors
California
$3.35M 130,734 +3,259 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.32M 129,313 +27,744 +27%
NDSI
32
Newman Dignan & Sheerar Inc
Rhode Island
$3.04M 118,719 -1,961 -2%
GA
33
Gateway Advisory
New Jersey
$2.82M 110,093 +903 +0.8%
RJA
34
Raymond James & Associates
Florida
$2.79M 108,757 +6,032 +6%
SA
35
Sanctuary Advisors
Indiana
$2.6M 101,951 +11,650 +13%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M 101,257 +10,553 +12%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.32M 90,529 +1,481 +2%
UCFA
38
United Capital Financial Advisors
Texas
$2.18M 85,061 -2,545 -3%
Stifel Financial
39
Stifel Financial
Missouri
$2.13M 82,968 +1,970 +2%
SCG
40
Sonata Capital Group
Washington
$1.96M 76,390 +76,390 New
CIM
41
Confluence Investment Management
Missouri
$1.91M 74,294 +3,360 +5%
RFC
42
Regions Financial Corp
Alabama
$1.81M 70,457 -2,743 -4%
SWM
43
Scissortail Wealth Management
Oklahoma
$1.77M 46 -56,540 -100%
SPA
44
Sentinel Pension Advisors
Massachusetts
$1.73M 67,314 +573 +0.9%
AM
45
Atwater Malick
Pennsylvania
$1.7M 66,359 +5,893 +10%
WWM
46
WJ Wealth Management
Arizona
$1.66M 64,523 -1,569 -2%
WIC
47
Woodmont Investment Counsel
Tennessee
$1.51M 58,988 +5,091 +9%
GT
48
Glenview Trust
Kentucky
$1.51M 58,838 – –
SWMG
49
Signature Wealth Management Group
Georgia
$1.5M 58,608 -2,099 -3%
Lido Advisors
50
Lido Advisors
California
$1.47M 57,490 +24,233 +73%
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