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iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $423M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 44

3% more funds holding

Funds holding: 173178 (+5)

5% less capital invested

Capital invested by funds: $444M → $423M (-$21.4M)

3.58% less ownership

Funds ownership: 84.38%80.8% (-3.6%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
75
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.01M +$172K +6,725 +4%
Stifel Financial
27
Stifel Financial
Missouri
$3.57M +$204K +7,936 +6%
BPA
28
Beacon Pointe Advisors
California
$3.57M +$2.31M +90,255 +185%
P
29
Paradiem
Louisiana
$3.48M
CWP
30
Cyndeo Wealth Partners
Florida
$3.43M +$5.64K +220 +0.2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.43M -$19.1M -744,431 -85%
UCFA
32
United Capital Financial Advisors
Texas
$3.09M +$309K +12,033 +11%
CCM
33
Coldstream Capital Management
Washington
$3.05M +$145K +5,656 +5%
Kovitz Investment Group Partners
34
Kovitz Investment Group Partners
Illinois
$2.67M +$897K +34,956 +51%
PA
35
PSI Advisors
Florida
$2.65M +$2.65M +103,274 New
Osaic Holdings
36
Osaic Holdings
Arizona
$2.54M -$218K -8,499 -8%
AM
37
Atwater Malick
Pennsylvania
$2.54M +$25K +975 +1%
SA
38
Sanctuary Advisors
Indiana
$2.49M +$5.16K +201 +0.2%
NDSI
39
Newman Dignan & Sheerar Inc
Rhode Island
$2.46M -$254K -9,884 -9%
SCG
40
Sonata Capital Group
Washington
$2.46M +$10K +390 +0.4%
Jane Street
41
Jane Street
New York
$2.4M +$274K +10,676 +13%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.38M -$66.5K -2,593 -3%
Ameriprise
43
Ameriprise
Minnesota
$2.31M -$1.38M -53,932 -37%
MIM
44
Moseley Investment Management
Florida
$2.13M +$691K +26,929 +48%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$1.88M +$436 +17 +0%
RFC
46
Regions Financial Corp
Alabama
$1.84M -$66.4K -2,587 -3%
AssetMark Inc
47
AssetMark Inc
California
$1.79M +$840K +32,740 +89%
SPA
48
Sentinel Pension Advisors
Massachusetts
$1.76M +$462 +18 +0%
BAM
49
Belpointe Asset Management
Nevada
$1.76M +$547K +21,329 +45%
CIM
50
Confluence Investment Management
Missouri
$1.75M -$122K -4,772 -7%