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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

176 hedge funds and large institutions have $429M 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, 56 reducing their positions, and 11 closing their positions.

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% 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
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.2M
2
Lido Advisors
2
Lido Advisors
California
$7.22M
3
LPL Financial
3
LPL Financial
California
$9.92M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.1M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.05M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.25M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$608K
3
UBS Group
3
UBS Group
Switzerland
$12M
4
Ameriprise
4
Ameriprise
Minnesota
$4.04M
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$4.02M 157,368 +16,842 +12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.93M 153,577 +13,371 +10%
QFA
28
Quantum Financial Advisors
California
$3.89M 152,238 +20,132 +15%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.69M 144,392 +27,629 +24%
P
30
Paradiem
Louisiana
$3.47M 135,772 – –
Stifel Financial
31
Stifel Financial
Missouri
$3.2M 125,134 +18,796 +18%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.93M 114,601 -12,603 -10%
UCFA
33
United Capital Financial Advisors
Texas
$2.76M 108,114 +16,704 +18%
CCM
34
Coldstream Capital Management
Washington
$2.69M 105,219 +8,791 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.45M 95,834 +1,595 +2%
SCG
36
Sonata Capital Group
Washington
$2.44M 95,287 – –
AM
37
Atwater Malick
Pennsylvania
$2.42M 94,706 +30,312 +47%
CIM
38
Confluence Investment Management
Missouri
$1.93M 75,467 -11 -0%
RFC
39
Regions Financial Corp
Alabama
$1.92M 75,039 +2,543 +4%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$1.87M 73,255 +6,192 +9%
SPA
41
Sentinel Pension Advisors
Massachusetts
$1.76M 68,752 +924 +1%
WIC
42
Woodmont Investment Counsel
Tennessee
$1.68M 65,729 – –
SWM
43
Scissortail Wealth Management
Oklahoma
$1.66M 64,903 -3,960 -6%
MIM
44
Moseley Investment Management
Florida
$1.58M 61,929 – –
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$1.53M 59,964 -1,960 -3%
GT
46
Glenview Trust
Kentucky
$1.5M 58,838 – –
JIR
47
James Investment Research
Ohio
$1.5M 58,755 – –
SWMG
48
Signature Wealth Management Group
Georgia
$1.5M 58,693 -459 -0.8%
VA
49
Valmark Advisers
Ohio
$1.49M 58,248 -2,993 -5%
CIA
50
Capital Investment Advisors
Georgia
$1.47M 57,394 +1,417 +3%
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