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iShares iBonds Dec 2026 Term Muni Bond ETF

108 hedge funds and large institutions have $227M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

233% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 15

38% more capital invested

Capital invested by funds: $164M → $227M (+$63.1M)

21% more funds holding

Funds holding: 89108 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

78.35% less ownership

Funds ownership: 167.2%88.85% (-78%)

Holders
108
Holders Change
+19
Holders Change %
+21.35%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
50
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
51
Central Trust Company
Missouri
$743K +$94.3K +3,784 +15%
Creative Planning
52
Creative Planning
Kansas
$690K -$66.4K -2,663 -9%
DADC
53
D.A. Davidson & Co
Montana
$688K +$681K +27,298 New
VA
54
Valmark Advisers
Ohio
$633K +$208K +8,334 +50%
CIA
55
Capital Investment Advisors
Georgia
$563K +$272K +10,903 +96%
BPA
56
Beacon Pointe Advisors
California
$533K +$27.3K +1,094 +5%
Jane Street
57
Jane Street
New York
$495K -$2.23M -89,621 -82%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$479K +$474K +19,000 New
GSIAS
59
Garden State Investment Advisory Services
New Jersey
$477K +$472K +18,939 New
CPIA
60
Cornell Pochily Investment Advisors
New York
$473K +$19.9K +800 +4%
SWA
61
Stratos Wealth Advisors
Ohio
$463K +$458K +18,353 New
AWM
62
Apollon Wealth Management
South Carolina
$454K
RCAG
63
Rehmann Capital Advisory Group
Michigan
$425K +$421K +16,865 New
WI
64
WrapManager Inc
California
$385K +$72.6K +2,913 +24%
GHA
65
Granite Harbor Advisors
Texas
$385K +$380K +15,256 New
BOPW
66
Brandywine Oak Private Wealth
Pennsylvania
$376K -$168K -6,739 -31%
Ameriprise
67
Ameriprise
Minnesota
$368K +$6.41K +257 +2%
HCM
68
Howland Capital Management
Massachusetts
$359K +$356K +14,260 New
VNB
69
Virginia National Bank
Virginia
$350K +$16.9K +677 +5%
ACS
70
Archford Capital Strategies
Illinois
$342K +$85.4K +3,425 +34%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$339K +$336K +13,461 New
SIC
72
Sigma Investment Counselors
Michigan
$319K
MLA
73
MB, Levis & Associates
Pennsylvania
$305K +$302K +12,108 New
Mariner
74
Mariner
Kansas
$288K +$40.8K +1,638 +17%
AIP
75
Ameritas Investment Partners
Nebraska
$287K -$394K -15,804 -58%