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iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $432M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

4% less capital invested

Capital invested by funds: $448M → $432M (-$16.2M)

2% less funds holding

Funds holding: 181178 (-3)

2.9% less ownership

Funds ownership: 88.16%85.26% (-2.9%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
70
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$4.02M +$430K +16,842 +12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.92M +$341K +13,371 +10%
QFA
28
Quantum Financial Advisors
California
$3.89M +$514K +20,132 +15%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.69M +$705K +27,629 +24%
P
30
Paradiem
Louisiana
$3.47M
Stifel Financial
31
Stifel Financial
Missouri
$3.2M +$480K +18,796 +18%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.93M -$322K -12,603 -10%
UCFA
33
United Capital Financial Advisors
Texas
$2.76M +$426K +16,704 +18%
CCM
34
Coldstream Capital Management
Washington
$2.69M +$224K +8,791 +9%
SA
35
Sanctuary Advisors
Indiana
$2.67M -$39.2K -1,536 -1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.45M +$40.7K +1,595 +2%
SCG
37
Sonata Capital Group
Washington
$2.44M
AM
38
Atwater Malick
Pennsylvania
$2.42M +$774K +30,312 +47%
CIM
39
Confluence Investment Management
Missouri
$1.93M -$281 -11 -0%
RFC
40
Regions Financial Corp
Alabama
$1.92M +$64.9K +2,543 +4%
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.87M +$158K +6,192 +9%
SPA
42
Sentinel Pension Advisors
Massachusetts
$1.76M +$23.6K +924 +1%
WIC
43
Woodmont Investment Counsel
Tennessee
$1.68M
SWM
44
Scissortail Wealth Management
Oklahoma
$1.66M -$101K -3,960 -6%
MIM
45
Moseley Investment Management
Florida
$1.58M
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.53M -$50K -1,960 -3%
GT
47
Glenview Trust
Kentucky
$1.5M
JIR
48
James Investment Research
Ohio
$1.5M
SWMG
49
Signature Wealth Management Group
Georgia
$1.5M -$11.7K -459 -0.8%
VA
50
Valmark Advisers
Ohio
$1.49M -$76.4K -2,993 -5%