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iShares iBonds Dec 2026 Term Muni Bond ETF

181 hedge funds and large institutions have $481M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 41

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $423M → $481M (+$57.9M)

4.25% more ownership

Funds ownership: 80.8%85.05% (+4.3%)

2% more funds holding

Funds holding: 178181 (+3)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
72
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
101
Curbstone Financial Management Corp
New Hampshire
$554K +$154K +6,000 +38%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$546K +$10.2K +399 +2%
RWM
103
Riverchase Wealth Management
Texas
$530K +$37K +1,444 +8%
PGAM
104
Princeton Global Asset Management
New Jersey
$528K +$126K +4,900 +31%
SMC
105
Smith, Moore & Co
Missouri
$491K +$11.8K +459 +2%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$463K -$418K -16,320 -47%
PAG
107
Private Advisor Group
New Jersey
$454K
RTL
108
Red Tortoise LLC
Georgia
$447K +$447K +17,442 New
P
109
&Partners
Tennessee
$423K +$20.5K +801 +5%
WCM
110
WealthBridge Capital Management
Ohio
$422K +$19.5K +762 +5%
ACS
111
Archford Capital Strategies
Illinois
$395K -$24.6K -961 -6%
SWA
112
Sax Wealth Advisors
New Jersey
$391K
FA
113
FF Advisors
California
$380K +$380K +14,822 New
AI
114
Atria Investments
North Carolina
$373K -$15.1K -589 -4%
AWE
115
Avidian Wealth Enterprises
Texas
$371K +$131K +5,113 +55%
MCM
116
MV Capital Management
Maryland
$367K +$366K +14,305 New
Creative Planning
117
Creative Planning
Kansas
$366K -$2.54K -99 -0.7%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$360K -$25.2K -982 -7%
KF
119
Krilogy Financial
Missouri
$359K
TC
120
Trust Company
Kansas
$351K +$26 +1 +0%
APP
121
Avantax Planning Partners
Iowa
$339K
CIM
122
Confluence Investment Management
Missouri
$330K -$1.41M -55,195 -81%
CCA
123
Cora Capital Advisors
New Jersey
$320K
Jane Street
124
Jane Street
New York
$314K -$2.08M -81,251 -87%
AWM
125
Apollon Wealth Management
South Carolina
$308K -$51.2K -2,000 -14%