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iShares iBonds Dec 2026 Term Muni Bond ETF

118 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

4% more funds holding

Funds holding: 114118 (+4)

3% more capital invested

Capital invested by funds: $266M → $272M (+$6.76M)

0.62% more ownership

Funds ownership: 86.93%87.56% (+0.62%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
55
Reduced
33
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Savant Capital
Illinois
$396K
Mariner
77
Mariner
Kansas
$378K +$98.5K +3,901 +35%
LNC
78
Lincoln National Corp
Pennsylvania
$347K +$15.1K +598 +5%
VNB
79
Virginia National Bank
Virginia
$343K
WI
80
WrapManager Inc
California
$341K -$34.9K -1,381 -9%
GFPC
81
Global Financial Private Client
Florida
$336K -$15.3K -604 -4%
MLA
82
MB, Levis & Associates
Pennsylvania
$332K -$39K -1,546 -10%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$324K -$101K -4,005 -24%
SIC
84
Sigma Investment Counselors
Michigan
$324K
WCM
85
WealthBridge Capital Management
Ohio
$315K +$783 +31 +0.2%
CCA
86
Cora Capital Advisors
New Jersey
$295K
LB
87
Leo Brokerage
Texas
$293K +$294K +11,652 New
AIP
88
Ameritas Investment Partners
Nebraska
$289K -$4.34K -172 -1%
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K +$30.3K +1,202 +12%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$288K -$53.1K -2,104 -16%
AWM
91
Alterna Wealth Management
Texas
$283K
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$276K -$699K -27,673 -72%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$261K +$23.2K +917 +10%
KC
94
Kades & Cheifetz
Pennsylvania
$259K
AF
95
Arrow Financial
New York
$258K
ADL
96
Asset Dedication LLC
California
$257K
PWS
97
Peloton Wealth Strategists
Indiana
$257K
HWM
98
HB Wealth Management
Georgia
$255K
Baird Financial Group
99
Baird Financial Group
Wisconsin
$252K -$27.7K -1,099 -10%
MA
100
Mutual Advisors
Nebraska
$242K -$2.22K -88 -0.9%