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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

158 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
66
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$1.96M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.3M
3
HCM
3
Howland Capital Management
Massachusetts
$4.17M
4
LIA
4
LBMC Investment Advisors
Tennessee
$8.1M
5
Bank of America
5
Bank of America
North Carolina
$40M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.7M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$16.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$0
5
CA
5
Crumly & Associates
Illinois
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.45M 56,671 +3,270 +6%
Jane Street
52
Jane Street
New York
$1.44M 55,951 +35,842 +178%
BPA
53
Beacon Pointe Advisors
California
$1.41M 54,961 -5,368 -9%
PA
54
PSI Advisors
Florida
$1.38M 53,974 – –
JIR
55
James Investment Research
Ohio
$1.36M 52,885 +1,951 +4%
AI
56
Atria Investments
North Carolina
$1.33M 51,932 +6,303 +14%
CCM
57
Coldstream Capital Management
Washington
$1.29M 50,311 +3,811 +8%
VA
58
Valmark Advisers
Ohio
$1.26M 49,025 -4,368 -8%
PFM
59
Phillips Financial Management
Indiana
$1.25M 48,658 -875 -2%
BSAM
60
Blue Square Asset Management
New York
$1.24M 48,194 -1,191 -2%
SSB
61
Sandy Spring Bank
Maryland
$1.23M 48,122 +7,095 +17%
RAG
62
RIA Advisory Group
Iowa
$1.23M 47,988 +47,988 New
CA
63
Crumly & Associates
Illinois
$1.18M 46,189 -21,383 -32%
CIA
64
Capital Investment Advisors
Georgia
$1.16M 45,139 +2,178 +5%
MIM
65
Moseley Investment Management
Florida
$1.15M 44,929 +44,929 New
SWP
66
Stratos Wealth Partners
Ohio
$1.13M 44,239 +5,817 +15%
FFG
67
Foundry Financial Group
New Hampshire
$1.09M 42,658 -475 -1%
Financial Engines Advisors
68
Financial Engines Advisors
California
$1.09M 42,382 +22,367 +112%
BEI
69
Benjamin Edwards Inc
Missouri
$1.09M 42,312 +41,449 +4,803%
Mariner
70
Mariner
Kansas
$1.02M 39,699 +9,004 +29%
EPW
71
Evergreen Private Wealth
Colorado
$948K 36,953 +587 +2%
PA
72
Prism Advisors
California
$915K 35,665 – –
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$902K 35,162 +44 +0.1%
IA
74
IFP Advisors
Florida
$871K 33,955 -3,642 -10%
CIAS
75
CFS Investment Advisory Services
New Jersey
$848K 33,043 -1,147 -3%
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