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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

176 hedge funds and large institutions have $429M 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, 56 reducing their positions, and 11 closing their positions.

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% 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
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.2M
2
Lido Advisors
2
Lido Advisors
California
$7.22M
3
LPL Financial
3
LPL Financial
California
$9.92M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.1M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.05M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.25M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$608K
3
UBS Group
3
UBS Group
Switzerland
$12M
4
Ameriprise
4
Ameriprise
Minnesota
$4.04M
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
PSI Advisors
Florida
$1.45M 56,874 +5,800 +11%
KPWS
52
Kestra Private Wealth Services
Texas
$1.4M 54,767 +9,872 +22%
BPA
53
Beacon Pointe Advisors
California
$1.36M 53,383 -3,219 -6%
RAG
54
RIA Advisory Group
Iowa
$1.35M 52,806 +5,370 +11%
PFM
55
Phillips Financial Management
Indiana
$1.27M 49,533 – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.25M 48,996 +1,041 +2%
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.25M 48,747 -320,749 -87%
BEI
58
Benjamin Edwards Inc
Missouri
$1.24M 48,588 +3,793 +8%
GHA
59
Granite Harbor Advisors
Texas
$1.24M 48,329 +2,576 +6%
AI
60
Atria Investments
North Carolina
$1.19M 46,425 +3,670 +9%
BSAM
61
Blue Square Asset Management
New York
$1.17M 45,660 -963 -2%
ST
62
Spinnaker Trust
Maine
$1.15M 45,085 +11,060 +33%
EPW
63
Evergreen Private Wealth
Colorado
$1.15M 45,029 +906 +2%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.14M 44,564 +36,293 +439%
OPS
65
Orion Portfolio Solutions
Nebraska
$1.14M 44,564 +36,293 +439%
SWP
66
Stratos Wealth Partners
Ohio
$1.13M 44,313 +30 +0.1%
SSB
67
Sandy Spring Bank
Maryland
$1.12M 43,869 +481 +1%
WWM
68
WJ Wealth Management
Arizona
$1.11M 43,323 -21,200 -33%
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$1.1M 43,124 +43,124 New
Mariner
70
Mariner
Kansas
$1.07M 41,835 -502 -1%
IWM
71
IHT Wealth Management
Illinois
$1.07M 41,766 +163 +0.4%
Deutsche Bank
72
Deutsche Bank
Germany
$1.05M 41,021 +41,021 New
FFG
73
Foundry Financial Group
New Hampshire
$1.02M 39,938 -4,250 -10%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.02M 39,875 +4,117 +12%
LF
75
Lantz Financial
Illinois
$1.01M 39,433 +78 +0.2%
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