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iShares iBonds Dec 2026 Term Muni Bond ETF

155 hedge funds and large institutions have $397M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

13% more funds holding

Funds holding: 137155 (+18)

11% more capital invested

Capital invested by funds: $357M → $397M (+$40.1M)

0.26% less ownership

Funds ownership: 88.17%87.91% (-0.26%)

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
70
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
101
First Affirmative Financial Network
Colorado
$404K -$9.89K -389 -2%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$400K -$60.2K -2,366 -13%
Goldman Sachs
103
Goldman Sachs
New York
$399K -$4.64M -182,447 -92%
WI
104
WrapManager Inc
California
$391K +$14K +550 +4%
KC
105
Kades & Cheifetz
Pennsylvania
$389K +$80.8K +3,178 +26%
PA
106
Parallel Advisors
California
$360K +$107K +4,212 +42%
PSIWM
107
Paradigm Strategies in Wealth Management
Minnesota
$347K +$4.98K +196 +1%
SIC
108
Sigma Investment Counselors
Michigan
$320K -$6.71K -264 -2%
CCA
109
Cora Capital Advisors
New Jersey
$317K
RCAG
110
Rehmann Capital Advisory Group
Michigan
$308K
Financial Engines Advisors
111
Financial Engines Advisors
California
$298K +$99.6K +3,919 +50%
Comerica Bank
112
Comerica Bank
Texas
$290K +$214K +8,412 +278%
WCM
113
WealthBridge Capital Management
Ohio
$282K -$3.05K -120 -1%
MA
114
MONECO Advisors
Connecticut
$276K
AWM
115
Alterna Wealth Management
Texas
$275K -$9.36K -368 -3%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$270K
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$261K +$262K +10,311 New
MWM
118
Modern Wealth Management
Kansas
$260K +$261K +10,275 New
PWS
119
Peloton Wealth Strategists
Indiana
$259K
ADL
120
Asset Dedication LLC
California
$258K
HWM
121
HB Wealth Management
Georgia
$257K
CHA
122
Cooper/Haims Advisors
New York
$254K
AIP
123
Ameritas Investment Partners
Nebraska
$246K +$4.3K +169 +2%
PG
124
Patten Group
Tennessee
$246K
AF
125
Arrow Financial
New York
$240K +$1.6K +63 +0.7%