We are live on ! Find out more
IBMO icon

iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $432M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

4% less capital invested

Capital invested by funds: $448M → $432M (-$16.2M)

2% less funds holding

Funds holding: 181178 (-3)

2.9% less ownership

Funds ownership: 88.16%85.26% (-2.9%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
70
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
126
Peloton Wealth Strategists
Indiana
$281K
MA
127
MONECO Advisors
Connecticut
$278K
AWM
128
Alterna Wealth Management
Texas
$277K
GSIAS
129
Garden State Investment Advisory Services
New Jersey
$273K -$162K -6,348 -37%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$265K +$265K +10,373 New
KOMWMG
131
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K +$1.02K +40 +0.4%
SIC
132
Sigma Investment Counselors
Michigan
$256K -$61.3K -2,400 -19%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$256K
CHA
134
Cooper/Haims Advisors
New York
$256K
SRC
135
Shufro Rose & Co
New York
$255K
CSP
136
Cary Street Partners
Virginia
$245K
AF
137
Arrow Financial
New York
$242K
SC
138
Savant Capital
Illinois
$238K -$3.98K -156 -2%
ADL
139
Asset Dedication LLC
California
$237K
PG
140
Patten Group
Tennessee
$233K
TA
141
TPG Advisors
Illinois
$232K -$76.7K -3,006 -25%
BCM
142
Brookstone Capital Management
Illinois
$231K +$26.5K +1,037 +13%
S
143
SignatureFD
Georgia
$230K
SWP
144
Summit Wealth Partners
Florida
$228K
PJSIMP
145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$226K +$255 +10 +0.1%
FNT
146
First National Trust
Pennsylvania
$226K +$225K +8,833 New
AssetMark Inc
147
AssetMark Inc
California
$220K +$162K +6,350 +283%
SPIA
148
Steward Partners Investment Advisory
New York
$217K
AA
149
ArborFi Advisors
Michigan
$216K +$216K +8,470 New
HS
150
Horan Securities
United States
$216K -$26 -1 -0%