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iShares iBonds Dec 2026 Term Muni Bond ETF

118 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

4% more funds holding

Funds holding: 114118 (+4)

3% more capital invested

Capital invested by funds: $266M → $272M (+$6.76M)

0.62% more ownership

Funds ownership: 86.93%87.56% (+0.62%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
55
Reduced
33
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$225K +$226K +8,948 New
4WM
102
4J Wealth Management
Virginia
$205K +$205K +8,130 New
CFG
103
Carr Financial Group
Massachusetts
$201K
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$201K
PTC
105
Private Trust Company
Ohio
$158K -$44.5K -1,762 -22%
HS
106
Horan Securities
United States
$143K -$6.26K -248 -4%
PA
107
Parallel Advisors
California
$138K
BONH
108
Bank of New Hampshire
New Hampshire
$92K
VCM
109
Vigilant Capital Management
Maine
$89K +$3.28K +130 +4%
BWM
110
BerganKDV Wealth Management
Minnesota
$66.3K +$66.5K +2,632 New
PGAM
111
Princeton Global Asset Management
New Jersey
$56K
TWM
112
Tradition Wealth Management
Minnesota
$31K +$101 +4 +0.3%
BEI
113
Benjamin Edwards Inc
Missouri
$25K -$379 -15 -2%
FFA
114
Farther Finance Advisors
California
$21.1K
OAJ
115
Ogorek Anthony Joseph
New York
$18K +$18.7K +739 New
HI
116
Harbour Investments
Wisconsin
$8.94K +$25 +1 +0.3%
SC
117
Stephens Consulting
Michigan
$7.88K
BlackRock
118
BlackRock
New York
$3.58K
HNB
119
Huntington National Bank
Ohio
$25
MA
120
MONECO Advisors
Connecticut
-$200K -7,843 Closed
CFGS
121
Concourse Financial Group Securities
Alabama
-$142K -5,632 Closed
AAS
122
Ameritas Advisory Services
Nebraska
-$1.47K -58 Closed