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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

158 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
66
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$1.96M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.3M
3
HCM
3
Howland Capital Management
Massachusetts
$4.17M
4
LIA
4
LBMC Investment Advisors
Tennessee
$8.1M
5
Bank of America
5
Bank of America
North Carolina
$40M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.7M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$16.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$0
5
CA
5
Crumly & Associates
Illinois
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$813K 31,700 – –
SG
77
Strid Group
Pennsylvania
$800K 31,176 +31,176 New
ST
78
Spinnaker Trust
Maine
$794K 30,966 -935 -3%
LF
79
Lantz Financial
Illinois
$785K 30,613 +5,773 +23%
P
80
&Partners
Tennessee
$778K 30,335 -10,272 -25%
GWMR
81
GC Wealth Management RIA
Massachusetts
$761K 29,674 +6,247 +27%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$713K 27,805 +9,523 +52%
KPWS
83
Kestra Private Wealth Services
Texas
$698K 27,195 +211 +0.8%
GHA
84
Granite Harbor Advisors
Texas
$674K 26,283 – –
MWM
85
Modern Wealth Management
Kansas
$647K 25,237 +4,239 +20%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$632K 24,616 +1,570 +7%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$626K 24,387 -5,301 -18%
AWM
88
Apollon Wealth Management
South Carolina
$616K 24,000 – –
KC
89
Kades & Cheifetz
Pennsylvania
$612K 23,854 +3,633 +18%
KA
90
Klingman & Associates
New York
$601K 23,441 -1,716 -7%
OMC
91
Old Mission Capital
Illinois
$595K 23,207 +23,207 New
LPT
92
Legacy Private Trust
Wisconsin
$579K 22,565 – –
PPWM
93
PFG Private Wealth Management
Florida
$530K 20,652 +1,261 +7%
TA
94
TPG Advisors
Illinois
$518K 20,185 – –
EWS
95
Evergreen Wealth Solutions
Pennsylvania
$512K 19,961 -2,647 -12%
PA
96
Parallel Advisors
California
$501K 19,515 +2,121 +12%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$496K 19,338 -4,636 -19%
FAFN
98
First Affirmative Financial Network
Colorado
$493K 19,198 +681 +4%
APP
99
Avantax Planning Partners
Iowa
$440K 17,139 -7,092 -29%
GAM
100
Gould Asset Management
California
$439K 17,130 – –
2 3
4
5 6