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iShares iBonds Dec 2026 Term Muni Bond ETF

89 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

44.67% more ownership

Funds ownership: 122.53%167.2% (+45%)

7% more capital invested

Capital invested by funds: $154M → $164M (+$10.7M)

5% more funds holding

Funds holding: 8589 (+4)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
42
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
51
Cornell Pochily Investment Advisors
New York
$442K +$837 +33 +0.2%
PTC
52
Private Trust Company
Ohio
$427K -$25.4K -1,000 -5%
VA
53
Valmark Advisers
Ohio
$413K -$46K -1,813 -10%
CAN
54
Cetera Advisor Networks
California
$367K
Ameriprise
55
Ameriprise
Minnesota
$354K +$364K +14,360 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$331K +$131K +5,173 +62%
VNB
57
Virginia National Bank
Virginia
$325K -$291K -11,457 -46%
SCA
58
Stonebridge Capital Advisors
Minnesota
$319K +$74.9K +2,954 +30%
SIC
59
Sigma Investment Counselors
Michigan
$312K
WI
60
WrapManager Inc
California
$304K -$3.63K -143 -1%
CIA
61
Capital Investment Advisors
Georgia
$281K +$1.6K +63 +0.6%
Stifel Financial
62
Stifel Financial
Missouri
$278K -$1.24M -48,720 -81%
AWM
63
Alterna Wealth Management
Texas
$277K +$286K +11,263 New
LNC
64
Lincoln National Corp
Pennsylvania
$273K +$281K +11,091 New
PWS
65
Peloton Wealth Strategists
Indiana
$251K
ACS
66
Archford Capital Strategies
Illinois
$250K -$64.5K -2,544 -20%
HWM
67
HB Wealth Management
Georgia
$250K
LIA
68
LBMC Investment Advisors
Tennessee
$243K +$250K +9,850 New
JWCA
69
J.W. Cole Advisors
Florida
$241K +$248K +9,769 New
Mariner
70
Mariner
Kansas
$241K +$248K +9,789 New
MA
71
Mutual Advisors
Nebraska
$239K
AFP
72
Ausdal Financial Partners
Iowa
$239K +$558 +22 +0.2%
FIM
73
Freedom Investment Management
Connecticut
$233K +$5.71K +225 +2%
ADL
74
Asset Dedication LLC
California
$229K
AM
75
Atwater Malick
Pennsylvania
$217K +$223K +8,798 New