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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

180 hedge funds and large institutions have $448M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
180
Holders Change
+22
Holders Change %
+13.92%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
75
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.5M
2
Lido Advisors
2
Lido Advisors
California
$3.75M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$7.76M
4
SWM
4
Scissortail Wealth Management
Oklahoma
$1.75M
5
CA
5
Clearstead Advisors
Ohio
$22M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.1M
2
UBS Group
2
UBS Group
Switzerland
$16.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.1M
4
Jane Street
4
Jane Street
New York
$538K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$1.56M 61,241 +12,216 +25%
SWMG
52
Signature Wealth Management Group
Georgia
$1.51M 59,152 +544 +0.9%
GT
53
Glenview Trust
Kentucky
$1.5M 58,838 – –
JIR
54
James Investment Research
Ohio
$1.5M 58,755 +5,870 +11%
BPA
55
Beacon Pointe Advisors
California
$1.44M 56,602 +1,641 +3%
CIA
56
Capital Investment Advisors
Georgia
$1.43M 55,977 +10,838 +24%
PA
57
PSI Advisors
Florida
$1.3M 51,074 -2,900 -5%
PFM
58
Phillips Financial Management
Indiana
$1.26M 49,533 +875 +2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1.22M 47,955 +23,568 +97%
RAG
60
RIA Advisory Group
Iowa
$1.21M 47,436 -552 -1%
BSAM
61
Blue Square Asset Management
New York
$1.19M 46,623 -1,571 -3%
GHA
62
Granite Harbor Advisors
Texas
$1.16M 45,753 +19,470 +74%
KPWS
63
Kestra Private Wealth Services
Texas
$1.14M 44,895 +17,700 +65%
BEI
64
Benjamin Edwards Inc
Missouri
$1.14M 44,795 +2,483 +6%
Financial Engines Advisors
65
Financial Engines Advisors
California
$1.13M 44,294 +1,912 +5%
SWP
66
Stratos Wealth Partners
Ohio
$1.13M 44,283 +44 +0.1%
FFG
67
Foundry Financial Group
New Hampshire
$1.13M 44,188 +1,530 +4%
CA
68
Crumly & Associates
Illinois
$1.12M 44,135 -2,054 -4%
EPW
69
Evergreen Private Wealth
Colorado
$1.12M 44,123 +7,170 +19%
SSB
70
Sandy Spring Bank
Maryland
$1.1M 43,388 -4,734 -10%
AI
71
Atria Investments
North Carolina
$1.09M 42,755 -9,177 -18%
Mariner
72
Mariner
Kansas
$1.08M 42,337 +2,638 +7%
IWM
73
IHT Wealth Management
Illinois
$1.06M 41,603 +41,603 New
MWM
74
Modern Wealth Management
Kansas
$1.03M 40,596 +15,359 +61%
LF
75
Lantz Financial
Illinois
$1M 39,355 +8,742 +29%
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