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iShares iBonds Dec 2026 Term Muni Bond ETF

155 hedge funds and large institutions have $397M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

13% more funds holding

Funds holding: 137155 (+18)

11% more capital invested

Capital invested by funds: $357M → $397M (+$40.1M)

0.26% less ownership

Funds ownership: 88.17%87.91% (-0.26%)

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
70
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Coldstream Capital Management
Washington
$824K +$553K +21,730 +202%
ST
77
Spinnaker Trust
Maine
$816K +$515K +20,246 +169%
SCA
78
Snowden Capital Advisors
New York
$804K +$806K +31,700 New
P
79
&Partners
Tennessee
$774K +$777K +30,545 New
SCA
80
Stonebridge Capital Advisors
Minnesota
$766K -$134K -5,273 -15%
APP
81
Avantax Planning Partners
Iowa
$742K +$744K +29,251 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$706K -$397K -15,607 -36%
Creative Planning
83
Creative Planning
Kansas
$678K -$169K -6,627 -20%
Mariner
84
Mariner
Kansas
$675K -$137K -5,394 -17%
LF
85
Lantz Financial
Illinois
$654K +$128K +5,016 +24%
AWM
86
Apollon Wealth Management
South Carolina
$608K -$280 -11 -0%
CAN
87
Cetera Advisor Networks
California
$593K +$189K +7,451 +47%
LPT
88
Legacy Private Trust
Wisconsin
$572K
FFA
89
Farther Finance Advisors
California
$561K +$564K +22,190 New
GWMR
90
GC Wealth Management RIA
Massachusetts
$554K +$556K +21,862 New
CA
91
Cetera Advisors
Colorado
$539K +$540K +21,249 New
SWP
92
Stratos Wealth Partners
Ohio
$519K +$534 +21 +0.1%
EWS
93
Evergreen Wealth Solutions
Pennsylvania
$500K +$40.9K +1,608 +9%
ACS
94
Archford Capital Strategies
Illinois
$481K +$25.2K +991 +6%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$456K +$90.9K +3,575 +25%
PPWM
96
PFG Private Wealth Management
Florida
$438K +$439K +17,285 New
GAM
97
Gould Asset Management
California
$434K
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$428K +$331 +13 +0.1%
CFS
99
Commonwealth Financial Services
West Virginia
$428K
SC
100
Savant Capital
Illinois
$410K +$11K +433 +3%