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iShares iBonds Dec 2026 Term Muni Bond ETF

137 hedge funds and large institutions have $357M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

36% more capital invested

Capital invested by funds: $262M → $357M (+$94.9M)

16% more funds holding

Funds holding: 118137 (+19)

3.82% more ownership

Funds ownership: 84.35%88.17% (+3.8%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
56
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$463K +$168K +6,700 +59%
EWS
77
Evergreen Wealth Solutions
Pennsylvania
$462K -$22.4K -891 -5%
ACS
78
Archford Capital Strategies
Illinois
$459K +$92.2K +3,673 +26%
GAM
79
Gould Asset Management
California
$437K +$430K +17,130 New
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$431K +$424K +16,906 New
CFS
81
Commonwealth Financial Services
West Virginia
$428K +$421K +16,759 New
FAFN
82
First Affirmative Financial Network
Colorado
$416K +$409K +16,316 New
CAN
83
Cetera Advisor Networks
California
$406K -$322K -12,814 -45%
SC
84
Savant Capital
Illinois
$402K
LNC
85
Lincoln National Corp
Pennsylvania
$389K -$32.1K -1,280 -8%
WI
86
WrapManager Inc
California
$379K +$43.9K +1,750 +13%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$368K +$376 +15 +0.1%
PSIWM
88
Paradigm Strategies in Wealth Management
Minnesota
$344K +$338K +13,483 New
SIC
89
Sigma Investment Counselors
Michigan
$329K
Ameriprise
90
Ameriprise
Minnesota
$324K -$112K -4,467 -26%
CCA
91
Cora Capital Advisors
New Jersey
$319K +$20.1K +800 +7%
CIM
92
Confluence Investment Management
Missouri
$311K
RCAG
93
Rehmann Capital Advisory Group
Michigan
$310K -$20.9K -832 -6%
KC
94
Kades & Cheifetz
Pennsylvania
$310K +$46K +1,833 +18%
ST
95
Spinnaker Trust
Maine
$305K +$300K +11,946 New
WCM
96
WealthBridge Capital Management
Ohio
$286K -$20.7K -826 -7%
AWM
97
Alterna Wealth Management
Texas
$286K
FTUS
98
Flow Traders U.S.
New York
$281K -$1.11M -44,275 -80%
MA
99
MONECO Advisors
Connecticut
$278K +$273K +10,893 New
PJSIMP
100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K -$13.6K -540 -5%