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iShares iBonds Dec 2026 Term Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

36% more capital invested

Capital invested by funds: $262M → $357M (+$94.9M)

16% more funds holding

Funds holding: 118137 (+19)

3.82% more ownership

Funds ownership: 84.35%88.17% (+3.8%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Coldstream Capital Management
Washington
$275K -$130K -5,183 -33%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$272K
PWS
103
Peloton Wealth Strategists
Indiana
$260K
ADL
104
Asset Dedication LLC
California
$259K
HWM
105
HB Wealth Management
Georgia
$258K
PA
106
Parallel Advisors
California
$255K
CHA
107
Cooper/Haims Advisors
New York
$255K +$251K +10,000 New
PG
108
Patten Group
Tennessee
$247K +$243K +9,689 New
AIP
109
Ameritas Investment Partners
Nebraska
$243K -$11.4K -456 -5%
AF
110
Arrow Financial
New York
$239K -$21.9K -871 -8%
MA
111
Mutual Advisors
Nebraska
$234K -$111K -4,415 -32%
GFPC
112
Global Financial Private Client
Florida
$232K -$60.9K -2,426 -21%
ATC
113
Argent Trust Co
Tennessee
$231K
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$231K -$142K -5,673 -39%
4WM
115
4J Wealth Management
Virginia
$219K +$1K +40 +0.5%
SPIA
116
Steward Partners Investment Advisory
New York
$216K +$213K +8,474 New
HS
117
Horan Securities
United States
$204K +$201K +8,013 New
CFG
118
Carr Financial Group
Massachusetts
$204K +$201K +8,000 New
FMWA
119
Forvis Mazars Wealth Advisors
Missouri
$204K +$201K +8,000 New
Financial Engines Advisors
120
Financial Engines Advisors
California
$200K +$197K +7,848 New
PTC
121
Private Trust Company
Ohio
$170K -$6.7K -267 -4%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$163K
PGAM
123
Princeton Global Asset Management
New Jersey
$156K +$97.9K +3,900 +175%
BONH
124
Bank of New Hampshire
New Hampshire
$93.2K
Comerica Bank
125
Comerica Bank
Texas
$77.3K