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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

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.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2.01%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$35M
4
CA
4
Crumly & Associates
Illinois
$7.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.68M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$16.9M
3
FTUS
3
Flow Traders U.S.
New York
$281K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPT
5
Legacy Private Trust
Wisconsin
$576K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Coldstream Capital Management
Washington
$275K 10,764 -5,183 -33%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$272K 10,661 – –
PWS
103
Peloton Wealth Strategists
Indiana
$260K 10,200 – –
ADL
104
Asset Dedication LLC
California
$259K 10,187 – –
HWM
105
HB Wealth Management
Georgia
$258K 10,131 – –
PA
106
Parallel Advisors
California
$255K 10,000 – –
CHA
107
Cooper/Haims Advisors
New York
$255K 10,000 +10,000 New
PG
108
Patten Group
Tennessee
$247K 9,689 +9,689 New
AIP
109
Ameritas Investment Partners
Nebraska
$243K 9,533 -456 -5%
AF
110
Arrow Financial
New York
$239K 9,388 -871 -8%
MA
111
Mutual Advisors
Nebraska
$234K 9,170 -4,415 -32%
GFPC
112
Global Financial Private Client
Florida
$232K 9,107 -2,426 -21%
ATC
113
Argent Trust Co
Tennessee
$231K 9,059 – –
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$231K 9,046 -5,673 -39%
4WM
115
4J Wealth Management
Virginia
$219K 8,596 +40 +0.5%
SPIA
116
Steward Partners Investment Advisory
New York
$216K 8,474 +8,474 New
HS
117
Horan Securities
United States
$204K 8,013 +8,013 New
CFG
118
Carr Financial Group
Massachusetts
$204K 8,000 +8,000 New
FMWA
119
Forvis Mazars Wealth Advisors
Missouri
$204K 8,000 +8,000 New
Financial Engines Advisors
120
Financial Engines Advisors
California
$200K 7,848 +7,848 New
PTC
121
Private Trust Company
Ohio
$170K 6,652 -267 -4%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$163K 6,408 – –
PGAM
123
Princeton Global Asset Management
New Jersey
$156K 6,125 +3,900 +175%
BONH
124
Bank of New Hampshire
New Hampshire
$93.2K 3,655 – –
Comerica Bank
125
Comerica Bank
Texas
$77.3K 3,030 – –
2 3 4
5
6