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iShares iBonds Dec 2026 Term Muni Bond ETF

89 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

44.67% more ownership

Funds ownership: 122.53%167.2% (+45%)

7% more capital invested

Capital invested by funds: $154M → $164M (+$10.7M)

5% more funds holding

Funds holding: 8589 (+4)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
42
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Segment Wealth Management
Texas
$213K +$219K +8,650 New
WHCI
77
W.H. Cornerstone Investments
Massachusetts
$204K +$209K +8,236 New
AF
78
Arrow Financial
New York
$197K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$197K
Osaic Holdings
80
Osaic Holdings
Arizona
$178K
CFGS
81
Concourse Financial Group Securities
Alabama
$132K +$136K +5,345 New
BONH
82
Bank of New Hampshire
New Hampshire
$90K
VCM
83
Vigilant Capital Management
Maine
$57K -$14.7K -579 -20%
TWM
84
Tradition Wealth Management
Minnesota
$30K +$76 +3 +0.2%
PGAM
85
Princeton Global Asset Management
New Jersey
$12K
HI
86
Harbour Investments
Wisconsin
$9K
SC
87
Stephens Consulting
Michigan
$7.71K
BlackRock
88
BlackRock
New York
$3K
NDSI
89
Newman Dignan & Sheerar Inc
Rhode Island
$1.87K +$747K +29,435 +63%
ACIM
90
Azimuth Capital Investment Management
Michigan
-$11.2M -440,475 Closed
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.56M -61,482 Closed
FTUS
92
Flow Traders U.S.
New York
-$241K -9,498 Closed
BFEC
93
Benjamin F. Edwards & Company
Missouri
-$212K -8,347 Closed
OMC
94
Old Mission Capital
Illinois
-$204K -8,049 Closed
MML Investors Services
95
MML Investors Services
Massachusetts
-$204K -8,038 Closed
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
-$203K -8,000 Closed
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
-$76K -2,980 Closed
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
-$63K -2,500 Closed