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iShares iBonds Dec 2026 Term Muni Bond ETF

181 hedge funds and large institutions have $481M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 41

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $423M → $481M (+$57.9M)

4.25% more ownership

Funds ownership: 80.8%85.05% (+4.3%)

2% more funds holding

Funds holding: 178181 (+3)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
72
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.79M +$74.9K +2,926 +4%
SPA
52
Sentinel Pension Advisors
Massachusetts
$1.77M +$10.2K +400 +0.6%
GHA
53
Granite Harbor Advisors
Texas
$1.73M +$231K +9,036 +15%
CIA
54
Capital Investment Advisors
Georgia
$1.7M +$18.9K +736 +1%
BAM
55
Belpointe Asset Management
Nevada
$1.62M -$141K -5,506 -8%
Osaic Holdings
56
Osaic Holdings
Arizona
$1.56M -$980K -38,250 -39%
PFM
57
Phillips Financial Management
Indiana
$1.52M
Financial Engines Advisors
58
Financial Engines Advisors
California
$1.52M +$9.3K +363 +0.6%
RAG
59
RIA Advisory Group
Iowa
$1.51M -$21.8K -852 -1%
OIA
60
OneDigital Investment Advisors
Kansas
$1.5M +$1.5M +58,597 New
CA
61
Clearstead Advisors
Ohio
$1.49M -$10.7M -419,461 -88%
SWMG
62
Signature Wealth Management Group
Georgia
$1.48M -$45.2K -1,765 -3%
GT
63
Glenview Trust
Kentucky
$1.42M -$60.4K -2,359 -4%
JIR
64
James Investment Research
Ohio
$1.42M -$100K -3,920 -7%
ST
65
Spinnaker Trust
Maine
$1.33M +$33.5K +1,306 +3%
SWM
66
Scissortail Wealth Management
Oklahoma
$1.3M +$9.02K +352 +0.7%
EPW
67
Evergreen Private Wealth
Colorado
$1.27M +$92.7K +3,619 +8%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.22M +$58.2K +2,273 +5%
BSAM
69
Blue Square Asset Management
New York
$1.18M +$48.3K +1,884 +4%
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$1.17M -$1.29M -50,420 -52%
HSG
71
Helen Stephens Group
Texas
$1.1M +$205K +8,001 +23%
GWMR
72
GC Wealth Management RIA
Massachusetts
$1.09M +$182K +7,119 +20%
LF
73
Lantz Financial
Illinois
$1.09M -$25.6K -1,001 -2%
AUB
74
Atlantic Union Bankshares
Virginia
$1.08M -$19.1K -745 -2%
Deutsche Bank
75
Deutsche Bank
Germany
$1.05M