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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

114 hedge funds and large institutions have $266M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.58M
2
CIA
2
Covington Investment Advisors
Pennsylvania
$4.15M
3
Jane Street
3
Jane Street
New York
$3.98M
4
Wells Fargo
4
Wells Fargo
California
$22.1M
5
CIM
5
Confluence Investment Management
Missouri
$2.75M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.42M
2
UBS Group
2
UBS Group
Switzerland
$6.14M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
NA
4
NewEdge Advisors
Louisiana
$10M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
101
Horan Securities
United States
$151K +$151K +5,911 New
CFGS
102
Concourse Financial Group Securities
Alabama
$144K +$7.33K +287 +5%
PA
103
Parallel Advisors
California
$140K +$140K +5,500 New
BONH
104
Bank of New Hampshire
New Hampshire
$93.3K – – –
VCM
105
Vigilant Capital Management
Maine
$87K – – –
PGAM
106
Princeton Global Asset Management
New Jersey
$56.8K +$44.3K +1,735 +354%
TWM
107
Tradition Wealth Management
Minnesota
$31K +$101 +4 +0.3%
BEI
108
Benjamin Edwards Inc
Missouri
$26K +$26K +1,000 New
FFA
109
Farther Finance Advisors
California
$21.4K – – –
HI
110
Harbour Investments
Wisconsin
$9.03K +$26 +1 +0.3%
SC
111
Stephens Consulting
Michigan
$7.99K – – –
BlackRock
112
BlackRock
New York
$3.63K – – –
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$1.91K +$726 +28,466 +61%
AAS
114
Ameritas Advisory Services
Nebraska
$1.47K +$1.47K +58 New
HNB
115
Huntington National Bank
Ohio
$26 -$25 – –
FTUS
116
Flow Traders U.S.
New York
– -$868K -34,423 Closed
DADC
117
D.A. Davidson & Co
Montana
– -$688K -27,298 Closed
BOPW
118
Brandywine Oak Private Wealth
Pennsylvania
– -$376K -14,902 Closed
AFP
119
Ausdal Financial Partners
Iowa
– -$245K -9,730 Closed
MML Investors Services
120
MML Investors Services
Massachusetts
– -$237K -9,398 Closed
CIC
121
Carnegie Investment Counsel
Ohio
– -$224K -8,900 Closed
SWM
122
Segment Wealth Management
Texas
– -$218K -8,650 Closed
PAI
123
Pittenger & Anderson Inc
Nebraska
– -$57K -2,261 Closed
BAM
124
Belpointe Asset Management
Nevada
– -$15.1K -600 Closed
AWM
125
Accurate Wealth Management
Florida
– -$4.96K -195 Closed
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