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iShares iBonds Dec 2026 Term Muni Bond ETF

155 hedge funds and large institutions have $397M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

13% more funds holding

Funds holding: 137155 (+18)

11% more capital invested

Capital invested by funds: $357M → $397M (+$40.1M)

0.26% less ownership

Funds ownership: 88.17%87.91% (-0.26%)

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
70
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
51
Blue Square Asset Management
New York
$1.29M -$9.71K -382 -0.7%
JIR
52
James Investment Research
Ohio
$1.29M +$16.5K +650 +1%
GT
53
Glenview Trust
Kentucky
$1.26M +$382K +15,016 +43%
WIC
54
Woodmont Investment Counsel
Tennessee
$1.26M +$7.02K +276 +0.6%
CIAS
55
CFS Investment Advisory Services
New Jersey
$1.19M +$839 +33 +0.1%
LNC
56
Lincoln National Corp
Pennsylvania
$1.18M +$794K +31,224 +205%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.16M +$678K +26,653 +139%
KA
58
Klingman & Associates
New York
$1.14M -$292K -11,486 -20%
RAG
59
RIA Advisory Group
Iowa
$1.14M +$7.17K +282 +0.6%
VA
60
Valmark Advisers
Ohio
$1.11M +$157K +6,156 +16%
PFM
61
Phillips Financial Management
Indiana
$1.11M -$192K -7,551 -15%
FFG
62
Foundry Financial Group
New Hampshire
$1.09M -$42.7K -1,680 -4%
AI
63
Atria Investments
North Carolina
$1.08M +$1.08M +42,442 New
BFEC
64
Benjamin F. Edwards & Company
Missouri
$1.05M +$886K +34,839 +544%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$998K +$18.6K +731 +2%
IA
66
IFP Advisors
Florida
$977K +$44.1K +1,735 +5%
CIA
67
Capital Investment Advisors
Georgia
$943K +$12.2K +479 +1%
EPW
68
Evergreen Private Wealth
Colorado
$920K +$119K +4,680 +15%
SSB
69
Sandy Spring Bank
Maryland
$907K -$38.5K -1,515 -4%
PA
70
Prism Advisors
California
$904K
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$889K +$687 +27 +0.1%
GSIAS
72
Garden State Investment Advisory Services
New Jersey
$862K -$25 -1 -0%
Lido Advisors
73
Lido Advisors
California
$839K -$125K -4,933 -13%
GHA
74
Granite Harbor Advisors
Texas
$830K +$147K +5,796 +22%
RHP
75
Royal Harbor Partners
Texas
$828K -$97.1K -3,819 -10%