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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

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.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2.01%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$35M
4
CA
4
Crumly & Associates
Illinois
$7.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.68M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$16.9M
3
FTUS
3
Flow Traders U.S.
New York
$281K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPT
5
Legacy Private Trust
Wisconsin
$576K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$463K 18,130 +6,700 +59%
EWS
77
Evergreen Wealth Solutions
Pennsylvania
$462K 18,111 -891 -5%
ACS
78
Archford Capital Strategies
Illinois
$459K 17,999 +3,673 +26%
GAM
79
Gould Asset Management
California
$437K 17,130 +17,130 New
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$431K 16,906 +16,906 New
CFS
81
Commonwealth Financial Services
West Virginia
$428K 16,759 +16,759 New
FAFN
82
First Affirmative Financial Network
Colorado
$416K 16,316 +16,316 New
CAN
83
Cetera Advisor Networks
California
$406K 15,934 -12,814 -45%
SC
84
Savant Capital
Illinois
$402K 15,745 – –
LNC
85
Lincoln National Corp
Pennsylvania
$389K 15,235 -1,280 -8%
WI
86
WrapManager Inc
California
$379K 14,868 +1,750 +13%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$368K 14,422 +15 +0.1%
PSIWM
88
Paradigm Strategies in Wealth Management
Minnesota
$344K 13,483 +13,483 New
SIC
89
Sigma Investment Counselors
Michigan
$329K 12,880 – –
Ameriprise
90
Ameriprise
Minnesota
$324K 12,718 -4,467 -26%
CCA
91
Cora Capital Advisors
New Jersey
$319K 12,500 +800 +7%
CIM
92
Confluence Investment Management
Missouri
$311K 12,186 – –
RCAG
93
Rehmann Capital Advisory Group
Michigan
$310K 12,161 -832 -6%
KC
94
Kades & Cheifetz
Pennsylvania
$310K 12,152 +1,833 +18%
ST
95
Spinnaker Trust
Maine
$305K 11,946 +11,946 New
WCM
96
WealthBridge Capital Management
Ohio
$286K 11,227 -826 -7%
AWM
97
Alterna Wealth Management
Texas
$286K 11,221 – –
FTUS
98
Flow Traders U.S.
New York
$281K 10,998 -44,275 -80%
MA
99
MONECO Advisors
Connecticut
$278K 10,893 +10,893 New
PJSIMP
100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K 10,917 -540 -5%
2 3
4
5 6