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iShares iBonds Dec 2026 Term Muni Bond ETF

137 hedge funds and large institutions have $357M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

36% more capital invested

Capital invested by funds: $262M → $357M (+$94.9M)

16% more funds holding

Funds holding: 118137 (+19)

3.82% more ownership

Funds ownership: 84.35%88.17% (+3.8%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
56
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.04M -$558K -22,223 -35%
HCM
52
Howland Capital Management
Massachusetts
$1.02M +$437K +17,400 +77%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$986K +$970K +38,634 New
Lido Advisors
54
Lido Advisors
California
$970K +$273K +10,896 +40%
VA
55
Valmark Advisers
Ohio
$957K +$34K +1,354 +4%
SSB
56
Sandy Spring Bank
Maryland
$952K -$22.8K -910 -2%
IA
57
IFP Advisors
Florida
$939K +$157K +6,269 +21%
CIA
58
Capital Investment Advisors
Georgia
$937K +$98.1K +3,907 +12%
RHP
59
Royal Harbor Partners
Texas
$930K -$20.7K -823 -2%
PA
60
Prism Advisors
California
$910K
SCA
61
Stonebridge Capital Advisors
Minnesota
$905K -$103K -4,087 -10%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$894K +$1.21K +48 +0.1%
GT
63
Glenview Trust
Kentucky
$888K +$874K +34,808 New
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$867K -$108K -4,309 -11%
Creative Planning
65
Creative Planning
Kansas
$851K -$163K -6,481 -16%
Mariner
66
Mariner
Kansas
$817K +$504K +20,083 +168%
EPW
67
Evergreen Private Wealth
Colorado
$806K +$793K +31,597 New
SWA
68
Stratos Wealth Advisors
Ohio
$789K +$119K +4,757 +18%
GHA
69
Granite Harbor Advisors
Texas
$688K
AWM
70
Apollon Wealth Management
South Carolina
$613K -$8.96K -357 -1%
LPT
71
Legacy Private Trust
Wisconsin
$576K -$632K -25,168 -53%
LF
72
Lantz Financial
Illinois
$531K +$522K +20,799 New
SWP
73
Stratos Wealth Partners
Ohio
$521K +$61.6K +2,455 +14%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$491K +$5.72K +228 +1%
CPIA
75
Cornell Pochily Investment Advisors
New York
$482K