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iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $423M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 44

3% more funds holding

Funds holding: 173178 (+5)

5% less capital invested

Capital invested by funds: $444M → $423M (-$21.4M)

3.58% less ownership

Funds ownership: 84.38%80.8% (-3.6%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
75
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.71M +$38K +1,483 +2%
CIA
52
Capital Investment Advisors
Georgia
$1.69M +$51.6K +2,011 +3%
KPWS
53
Kestra Private Wealth Services
Texas
$1.67M +$110K +4,271 +7%
VA
54
Valmark Advisers
Ohio
$1.65M +$25K +973 +2%
RAG
55
RIA Advisory Group
Iowa
$1.53M +$112K +4,373 +8%
SWMG
56
Signature Wealth Management Group
Georgia
$1.52M -$2.95K -115 -0.2%
JIR
57
James Investment Research
Ohio
$1.52M +$15.4K +600 +1%
PFM
58
Phillips Financial Management
Indiana
$1.52M
Financial Engines Advisors
59
Financial Engines Advisors
California
$1.51M +$375K +14,620 +33%
GHA
60
Granite Harbor Advisors
Texas
$1.5M +$346K +13,507 +30%
GT
61
Glenview Trust
Kentucky
$1.48M -$25.2K -984 -2%
ST
62
Spinnaker Trust
Maine
$1.3M +$76.8K +2,993 +6%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.29M -$122K -4,748 -9%
SWM
64
Scissortail Wealth Management
Oklahoma
$1.29M -$123K -4,792 -9%
BEI
65
Benjamin Edwards Inc
Missouri
$1.26M +$32.8K +1,277 +3%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.18M -$225K -8,778 -16%
EPW
67
Evergreen Private Wealth
Colorado
$1.17M +$30.2K +1,177 +3%
MWM
68
Modern Wealth Management
Kansas
$1.17M +$17.6K +686 +2%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.16M -$1.59K -62 -0.1%
OMC
70
Old Mission Capital
Illinois
$1.14M +$1.14M +44,508 New
BSAM
71
Blue Square Asset Management
New York
$1.13M -$20.4K -794 -2%
LF
72
Lantz Financial
Illinois
$1.12M +$80.4K +3,136 +8%
Mariner
73
Mariner
Kansas
$1.11M +$36.8K +1,434 +3%
AUB
74
Atlantic Union Bankshares
Virginia
$1.1M -$23.8K -929 -2%
IWM
75
IHT Wealth Management
Illinois
$1.08M +$6.44K +251 +0.6%