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iShares iBonds Dec 2026 Term Muni Bond ETF

170 hedge funds and large institutions have $441M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
69
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
101
WealthBridge Capital Management
Ohio
$395K +$19.8K +773 +5%
P
102
&Partners
Tennessee
$388K -$136K -5,293 -26%
SWA
103
Sax Wealth Advisors
New Jersey
$385K +$385K +15,021 New
ECM
104
Exchange Capital Management
Michigan
$382K -$12.8K -500 -3%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$362K -$210K -8,213 -37%
AWM
106
Apollon Wealth Management
South Carolina
$359K -$154K -6,000 -30%
WI
107
WrapManager Inc
California
$356K -$16.2K -634 -4%
SMC
108
Smith, Moore & Co
Missouri
$355K +$148K +5,771 +71%
TC
109
Trust Company
Kansas
$351K -$26 -1 -0%
CFS
110
Commonwealth Financial Services
West Virginia
$350K -$11.3K -440 -3%
SG
111
Strid Group
Pennsylvania
$343K -$455K -17,772 -57%
APP
112
Avantax Planning Partners
Iowa
$339K
CCA
113
Cora Capital Advisors
New Jersey
$320K
RCAG
114
Rehmann Capital Advisory Group
Michigan
$320K +$512 +20 +0.2%
WWM
115
WJ Wealth Management
Arizona
$312K -$798K -31,144 -72%
KA
116
Klingman & Associates
New York
$302K -$59.6K -2,325 -16%
RPC
117
Rossmore Private Capital
Connecticut
$301K
DSA
118
Droms Strauss Advisors
Missouri
$300K +$10.2K +398 +4%
Creative Planning
119
Creative Planning
Kansas
$296K
EWA
120
EP Wealth Advisors
California
$294K +$294K +11,490 New
PWM
121
Partners Wealth Management
California
$293K
AWM
122
Alterna Wealth Management
Texas
$285K +$7.02K +274 +3%
BCM
123
Brookstone Capital Management
Illinois
$284K +$51.6K +2,012 +22%
PWS
124
Peloton Wealth Strategists
Indiana
$282K
MA
125
MONECO Advisors
Connecticut
$279K