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iShares iBonds Dec 2026 Term Muni Bond ETF

193 hedge funds and large institutions have $484M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.35% less ownership

Funds ownership: 85.05%84.7% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 57

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.67M
Raymond James Financial
27
Raymond James Financial
Florida
$4.57M
UCFA
28
United Capital Financial Advisors
Texas
$4.29M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.97M
BPA
30
Beacon Pointe Advisors
California
$3.6M
QFA
31
Quantum Financial Advisors
California
$3.41M
PA
32
PSI Advisors
Florida
$3.38M
CCM
33
Coldstream Capital Management
Washington
$3.28M
SA
34
Sanctuary Advisors
Indiana
$2.69M
WCP
35
Wick Capital Partners
Pennsylvania
$2.67M
AssetMark Inc
36
AssetMark Inc
California
$2.66M
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.64M
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$2.53M
MIM
39
Moseley Investment Management
Florida
$2.48M
PWM
40
Parkway Wealth Management
Texas
$2.46M
SCG
41
Sonata Capital Group
Washington
$2.45M
AM
42
Atwater Malick
Pennsylvania
$2.31M
Ameriprise
43
Ameriprise
Minnesota
$2.26M
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.23M
VA
45
Valmark Advisers
Ohio
$2.09M
WC
46
Wolfstich Capital
Massachusetts
$2.02M
Stifel Financial
47
Stifel Financial
Missouri
$1.95M
IWM
48
IHT Wealth Management
Illinois
$1.95M
KCA
49
Kastel Capital Advisors
Massachusetts
$1.94M
BSAM
50
Blue Square Asset Management
New York
$1.91M