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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

170 hedge funds and large institutions have $441M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
Bank of America
3
Bank of America
North Carolina
$50.3M
4
HBT
4
Hills Bank & Trust
Iowa
$9.82M
5
Jane Street
5
Jane Street
New York
$2.12M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.25M
2
PA
2
PSI Advisors
Florida
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$12.1M
4
WWM
4
WJ Wealth Management
Arizona
$312K
5
CWP
5
Cyndeo Wealth Partners
Florida
$3.42M
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$1.52M 59,217 +9,684 +20%
GT
52
Glenview Trust
Kentucky
$1.51M 58,838 – –
JIR
53
James Investment Research
Ohio
$1.51M 58,755 – –
MIM
54
Moseley Investment Management
Florida
$1.43M 55,929 -6,000 -10%
RAG
55
RIA Advisory Group
Iowa
$1.42M 55,323 +2,517 +5%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.41M 55,193 +6,197 +13%
SWM
57
Scissortail Wealth Management
Oklahoma
$1.41M 55,165 -9,738 -15%
BCI
58
Brinker Capital Investments
Pennsylvania
$1.41M 54,917 +10,353 +23%
BPA
59
Beacon Pointe Advisors
California
$1.25M 48,859 -4,524 -8%
BEI
60
Benjamin Edwards Inc
Missouri
$1.22M 47,752 -836 -2%
ST
61
Spinnaker Trust
Maine
$1.22M 47,700 +2,615 +6%
BAM
62
Belpointe Asset Management
Nevada
$1.21M 47,256 +47,256 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.16M 45,411 +5,536 +14%
MWM
64
Modern Wealth Management
Kansas
$1.15M 45,042 +6,990 +18%
GHA
65
Granite Harbor Advisors
Texas
$1.15M 44,803 -3,526 -7%
BSAM
66
Blue Square Asset Management
New York
$1.15M 44,750 -910 -2%
EPW
67
Evergreen Private Wealth
Colorado
$1.14M 44,590 -439 -1%
Financial Engines Advisors
68
Financial Engines Advisors
California
$1.13M 44,232 +11,624 +36%
AUB
69
Atlantic Union Bankshares
Virginia
$1.12M 43,830 +43,830 New
IWM
70
IHT Wealth Management
Illinois
$1.08M 42,008 +242 +0.6%
Mariner
71
Mariner
Kansas
$1.07M 41,741 -94 -0.2%
Deutsche Bank
72
Deutsche Bank
Germany
$1.05M 41,021 – –
LF
73
Lantz Financial
Illinois
$1.04M 40,469 +1,036 +3%
FFG
74
Foundry Financial Group
New Hampshire
$1.02M 39,977 +39 +0.1%
AI
75
Atria Investments
North Carolina
$987K 38,536 -7,889 -17%
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