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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
PJSIMP
126
P.J. Schmidt Investment Management (PJS)
Wisconsin
$235K -$42.3K -1,664 -15%
GFPC
127
Global Financial Private Client
Florida
$231K +$814 +32 +0.4%
ATC
128
Argent Trust Co
Tennessee
$230K
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$228K -$1.35K -53 -0.6%
HS
130
Horan Securities
United States
$227K +$23.7K +933 +12%
4WM
131
4J Wealth Management
Virginia
$218K +$585 +23 +0.3%
SPIA
132
Steward Partners Investment Advisory
New York
$215K
MA
133
Mutual Advisors
Nebraska
$213K -$19.6K -770 -8%
SPC
134
Sigma Planning Corp
Michigan
$204K +$204K +8,040 New
CFG
135
Carr Financial Group
Massachusetts
$203K
FMWA
136
Forvis Mazars Wealth Advisors
Missouri
$203K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$187K +$188K +7,392 New
PTC
138
Private Trust Company
Ohio
$169K
PGAM
139
Princeton Global Asset Management
New Jersey
$155K
VNA
140
Valley National Advisers
Pennsylvania
$144K +$145K +5,703 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$105K +$105K +4,148 New
BONH
142
Bank of New Hampshire
New Hampshire
$92.7K
GEA
143
Glen Eagle Advisors
New Jersey
$81.8K +$44.5K +1,750 +119%
HIA
144
Harbor Investment Advisory
Maryland
$52.1K +$52.3K +2,056 New
PS
145
Principal Securities
Iowa
$49.5K -$229 -9 -0.5%
AF
146
Allworth Financial
California
$20.3K
AP
147
Aspect Partners
Virginia
$19.3K
OAJ
148
Ogorek Anthony Joseph
New York
$18K
BEI
149
Benjamin Edwards Inc
Missouri
$17K +$17.2K +676 New
HI
150
Harbour Investments
Wisconsin
$9.12K +$25 +1 +0.3%