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iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $423M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 44

3% more funds holding

Funds holding: 173178 (+5)

5% less capital invested

Capital invested by funds: $444M → $423M (-$21.4M)

3.58% less ownership

Funds ownership: 84.38%80.8% (-3.6%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
75
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$537K +$57K +2,223 +12%
RWM
102
Riverchase Wealth Management
Texas
$493K
SMC
103
Smith, Moore & Co
Missouri
$480K +$124K +4,851 +35%
FAFN
104
First Affirmative Financial Network
Colorado
$471K +$51 +2 +0%
PAG
105
Private Advisor Group
New Jersey
$455K
WCP
106
Wick Capital Partners
Pennsylvania
$441K +$441K +17,181 New
ACS
107
Archford Capital Strategies
Illinois
$420K
P
108
&Partners
Tennessee
$407K +$18.3K +713 +5%
PGAM
109
Princeton Global Asset Management
New Jersey
$403K
WCM
110
WealthBridge Capital Management
Ohio
$403K +$6.49K +253 +2%
CFMC
111
Curbstone Financial Management Corp
New Hampshire
$401K +$401K +15,620 New
SWA
112
Sax Wealth Advisors
New Jersey
$391K +$6K +234 +2%
AI
113
Atria Investments
North Carolina
$388K -$601K -23,414 -61%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$385K +$22.6K +882 +6%
Corient Private Wealth
115
Corient Private Wealth
Florida
$375K -$226K -8,805 -38%
Creative Planning
116
Creative Planning
Kansas
$369K +$72.7K +2,834 +25%
AWM
117
Apollon Wealth Management
South Carolina
$359K
KF
118
Krilogy Financial
Missouri
$358K +$359K +13,990 New
TC
119
Trust Company
Kansas
$352K
CFS
120
Commonwealth Financial Services
West Virginia
$348K -$2.38K -93 -0.7%
APP
121
Avantax Planning Partners
Iowa
$339K
CCA
122
Cora Capital Advisors
New Jersey
$321K
NG
123
Novem Group
New York
$309K -$249K -9,705 -45%
Citadel Advisors
124
Citadel Advisors
Florida
$309K +$309K +12,036 New
RPC
125
Rossmore Private Capital
Connecticut
$301K