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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

170 hedge funds and large institutions have $441M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
+$2.71M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.26M
3
Bank of America
Bank of America
North Carolina
+$1.97M
4
HBT
Hills Bank & Trust
Iowa
+$1.48M
5
Jane Street
Jane Street
New York
+$1.3M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$2.06M
2
PA
PSI Advisors
Florida
-$1.45M
3
KCM
Kathmere Capital Management
Pennsylvania
-$1.39M
4
WWM
WJ Wealth Management
Arizona
-$798K
5
CWP
Cyndeo Wealth Partners
Florida
-$726K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$1.52M +$248K +9,684 +20%
GT
52
Glenview Trust
Kentucky
$1.51M – – –
JIR
53
James Investment Research
Ohio
$1.51M – – –
MIM
54
Moseley Investment Management
Florida
$1.43M -$154K -6,000 -10%
RAG
55
RIA Advisory Group
Iowa
$1.42M +$64.5K +2,517 +5%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$159K +6,197 +13%
SWM
57
Scissortail Wealth Management
Oklahoma
$1.41M -$250K -9,738 -15%
BCI
58
Brinker Capital Investments
Pennsylvania
$1.41M +$265K +10,353 +23%
BPA
59
Beacon Pointe Advisors
California
$1.25M -$116K -4,524 -8%
BEI
60
Benjamin Edwards Inc
Missouri
$1.22M -$21.4K -836 -2%
ST
61
Spinnaker Trust
Maine
$1.22M +$67K +2,615 +6%
BAM
62
Belpointe Asset Management
Nevada
$1.21M +$1.21M +47,256 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.16M +$142K +5,536 +14%
MWM
64
Modern Wealth Management
Kansas
$1.15M +$179K +6,990 +18%
GHA
65
Granite Harbor Advisors
Texas
$1.15M -$90.3K -3,526 -7%
BSAM
66
Blue Square Asset Management
New York
$1.15M -$23.3K -910 -2%
EPW
67
Evergreen Private Wealth
Colorado
$1.14M -$11.2K -439 -1%
Financial Engines Advisors
68
Financial Engines Advisors
California
$1.13M +$298K +11,624 +36%
AUB
69
Atlantic Union Bankshares
Virginia
$1.12M +$1.12M +43,830 New
IWM
70
IHT Wealth Management
Illinois
$1.08M +$6.2K +242 +0.6%
Mariner
71
Mariner
Kansas
$1.07M -$2.41K -94 -0.2%
Deutsche Bank
72
Deutsche Bank
Germany
$1.05M – – –
LF
73
Lantz Financial
Illinois
$1.04M +$26.5K +1,036 +3%
FFG
74
Foundry Financial Group
New Hampshire
$1.02M +$999 +39 +0.1%
AI
75
Atria Investments
North Carolina
$987K -$202K -7,889 -17%
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