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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

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.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2.01%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$35M
4
CA
4
Crumly & Associates
Illinois
$7.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.68M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$16.9M
3
FTUS
3
Flow Traders U.S.
New York
$281K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPT
5
Legacy Private Trust
Wisconsin
$576K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$1.04M 40,600 -22,223 -35%
HCM
52
Howland Capital Management
Massachusetts
$1.02M 39,880 +17,400 +77%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$986K 38,634 +38,634 New
Lido Advisors
54
Lido Advisors
California
$970K 38,014 +10,896 +40%
VA
55
Valmark Advisers
Ohio
$957K 37,505 +1,354 +4%
SSB
56
Sandy Spring Bank
Maryland
$952K 37,310 -910 -2%
IA
57
IFP Advisors
Florida
$939K 36,789 +6,269 +21%
CIA
58
Capital Investment Advisors
Georgia
$937K 36,731 +3,907 +12%
RHP
59
Royal Harbor Partners
Texas
$930K 36,464 -823 -2%
PA
60
Prism Advisors
California
$910K 35,665 – –
SCA
61
Stonebridge Capital Advisors
Minnesota
$905K 35,481 -4,087 -10%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$894K 35,048 +48 +0.1%
GT
63
Glenview Trust
Kentucky
$888K 34,808 +34,808 New
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$867K 33,989 -4,309 -11%
Creative Planning
65
Creative Planning
Kansas
$851K 33,370 -6,481 -16%
Mariner
66
Mariner
Kansas
$817K 32,013 +20,083 +168%
EPW
67
Evergreen Private Wealth
Colorado
$806K 31,597 +31,597 New
SWA
68
Stratos Wealth Advisors
Ohio
$789K 30,921 +4,757 +18%
GHA
69
Granite Harbor Advisors
Texas
$688K 26,956 – –
AWM
70
Apollon Wealth Management
South Carolina
$613K 24,011 -357 -1%
LPT
71
Legacy Private Trust
Wisconsin
$576K 22,565 -25,168 -53%
LF
72
Lantz Financial
Illinois
$531K 20,799 +20,799 New
SWP
73
Stratos Wealth Partners
Ohio
$521K 20,436 +2,455 +14%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$491K 19,228 +228 +1%
CPIA
75
Cornell Pochily Investment Advisors
New York
$482K 18,906 – –
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