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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

180 hedge funds and large institutions have $448M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
180
Holders Change
+22
Holders Change %
+13.92%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
75
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.5M
2
Lido Advisors
2
Lido Advisors
California
$3.75M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$7.76M
4
SWM
4
Scissortail Wealth Management
Oklahoma
$1.75M
5
CA
5
Clearstead Advisors
Ohio
$22M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.1M
2
UBS Group
2
UBS Group
Switzerland
$16.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.1M
4
Jane Street
4
Jane Street
New York
$538K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Howland Capital Management
Massachusetts
$4.21M +$67.5K +2,650 +2%
Lido Advisors
27
Lido Advisors
California
$3.75M +$2.28M +89,745 +156%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$3.58M -$15.7K -618 -0.4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.57M +$277K +10,893 +8%
P
30
Paradiem
Louisiana
$3.46M – – –
QFA
31
Quantum Financial Advisors
California
$3.36M +$34.9K +1,372 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.24M -$270K -10,595 -8%
NDSI
33
Newman Dignan & Sheerar Inc
Rhode Island
$3.02M +$382 +15 +0%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.97M +$395K +15,506 +15%
Stifel Financial
35
Stifel Financial
Missouri
$2.71M +$595K +23,370 +28%
SA
36
Sanctuary Advisors
Indiana
$2.71M +$104K +4,091 +4%
CCM
37
Coldstream Capital Management
Washington
$2.46M +$1.17M +46,117 +92%
SCG
38
Sonata Capital Group
Washington
$2.43M +$481K +18,897 +25%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.4M +$94.4K +3,710 +4%
UCFA
40
United Capital Financial Advisors
Texas
$2.33M +$162K +6,349 +7%
CIM
41
Confluence Investment Management
Missouri
$1.92M +$30.1K +1,184 +2%
RFC
42
Regions Financial Corp
Alabama
$1.85M +$51.9K +2,039 +3%
SWM
43
Scissortail Wealth Management
Oklahoma
$1.75M +$1.75M +68,817 +149,602%
SPA
44
Sentinel Pension Advisors
Massachusetts
$1.73M +$13.1K +514 +0.8%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$1.71M +$1.28M +50,099 +295%
WIC
46
Woodmont Investment Counsel
Tennessee
$1.67M +$172K +6,741 +11%
WWM
47
WJ Wealth Management
Arizona
$1.64M – – –
AM
48
Atwater Malick
Pennsylvania
$1.64M -$50K -1,965 -3%
MIM
49
Moseley Investment Management
Florida
$1.58M +$433K +17,000 +38%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.58M +$134K +5,253 +9%
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