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iShares iBonds Dec 2026 Term Muni Bond ETF

118 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

4% more funds holding

Funds holding: 114118 (+4)

3% more capital invested

Capital invested by funds: $266M → $272M (+$6.76M)

0.62% more ownership

Funds ownership: 86.93%87.56% (+0.62%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
55
Reduced
33
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
51
Sandy Spring Bank
Maryland
$977K +$18.4K +730 +2%
IA
52
IFP Advisors
Florida
$962K -$249K -9,871 -21%
CAN
53
Cetera Advisor Networks
California
$907K +$487K +19,287 +115%
PA
54
Prism Advisors
California
$898K
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$881K
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$848K +$371K +14,679 +77%
CTC
57
Central Trust Company
Missouri
$847K -$59.1K -2,341 -7%
CG
58
Colony Group
Massachusetts
$816K +$591K +23,409 +260%
VA
59
Valmark Advisers
Ohio
$802K +$175K +6,947 +28%
BPA
60
Beacon Pointe Advisors
California
$794K +$185K +7,331 +30%
AM
61
Atwater Malick
Pennsylvania
$756K +$452K +17,914 +148%
CIA
62
Capital Investment Advisors
Georgia
$748K +$83.7K +3,315 +13%
Lido Advisors
63
Lido Advisors
California
$702K -$126K -4,997 -15%
GHA
64
Granite Harbor Advisors
Texas
$679K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$661K +$40.1K +1,587 +6%
SWA
66
Stratos Wealth Advisors
Ohio
$645K +$353 +14 +0.1%
ACS
67
Archford Capital Strategies
Illinois
$622K +$275K +10,907 +79%
AWM
68
Apollon Wealth Management
South Carolina
$604K +$151K +6,000 +33%
EWS
69
Evergreen Wealth Solutions
Pennsylvania
$528K +$24.6K +975 +5%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$478K
CPIA
71
Cornell Pochily Investment Advisors
New York
$475K +$1.39K +55 +0.3%
CCM
72
Coldstream Capital Management
Washington
$450K +$451K +17,867 New
Ameriprise
73
Ameriprise
Minnesota
$448K +$15.8K +626 +4%
HCM
74
Howland Capital Management
Massachusetts
$445K +$10.6K +420 +2%
FTUS
75
Flow Traders U.S.
New York
$407K +$408K +16,176 New