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iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $432M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

4% less capital invested

Capital invested by funds: $448M → $432M (-$16.2M)

2% less funds holding

Funds holding: 181178 (-3)

2.9% less ownership

Funds ownership: 88.16%85.26% (-2.9%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
70
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$1.47M +$36.2K +1,417 +3%
PA
52
PSI Advisors
Florida
$1.45M +$148K +5,800 +11%
KPWS
53
Kestra Private Wealth Services
Texas
$1.4M +$252K +9,872 +22%
BPA
54
Beacon Pointe Advisors
California
$1.36M -$82.2K -3,219 -6%
RAG
55
RIA Advisory Group
Iowa
$1.35M +$137K +5,370 +11%
PFM
56
Phillips Financial Management
Indiana
$1.27M
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$26.6K +1,041 +2%
Corient Private Wealth
58
Corient Private Wealth
Florida
$1.25M -$8.19M -320,749 -87%
BEI
59
Benjamin Edwards Inc
Missouri
$1.24M +$96.8K +3,793 +8%
GHA
60
Granite Harbor Advisors
Texas
$1.24M +$65.8K +2,576 +6%
AI
61
Atria Investments
North Carolina
$1.19M +$93.7K +3,670 +9%
BSAM
62
Blue Square Asset Management
New York
$1.17M -$24.6K -963 -2%
ST
63
Spinnaker Trust
Maine
$1.15M +$282K +11,060 +33%
EPW
64
Evergreen Private Wealth
Colorado
$1.15M +$23.1K +906 +2%
BCI
65
Brinker Capital Investments
Pennsylvania
$1.14M +$926K +36,293 +439%
OPS
66
Orion Portfolio Solutions
Nebraska
$1.14M +$926K +36,293 +439%
SWP
67
Stratos Wealth Partners
Ohio
$1.13M +$766 +30 +0.1%
SSB
68
Sandy Spring Bank
Maryland
$1.12M +$12.3K +481 +1%
WWM
69
WJ Wealth Management
Arizona
$1.11M -$541K -21,200 -33%
Kovitz Investment Group Partners
70
Kovitz Investment Group Partners
Illinois
$1.1M +$1.1M +43,124 New
Mariner
71
Mariner
Kansas
$1.07M -$12.8K -502 -1%
IWM
72
IHT Wealth Management
Illinois
$1.07M +$4.16K +163 +0.4%
Deutsche Bank
73
Deutsche Bank
Germany
$1.05M +$1.05M +41,021 New
FFG
74
Foundry Financial Group
New Hampshire
$1.02M -$108K -4,250 -10%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.02M +$105K +4,117 +12%