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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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$299K +$31.6K +1,231 +12%
FCH
127
Freestone Capital Holdings
Washington
$295K +$295K +11,486 New
AWM
128
Alterna Wealth Management
Texas
$286K
KA
129
Klingman & Associates
New York
$282K -$19.8K -773 -7%
PWS
130
Peloton Wealth Strategists
Indiana
$282K
MA
131
MONECO Advisors
Connecticut
$280K
FNT
132
First National Trust
Pennsylvania
$268K +$12.8K +501 +5%
DSA
133
Droms Strauss Advisors
Missouri
$268K -$32.8K -1,279 -11%
CSP
134
Cary Street Partners
Virginia
$263K +$16.7K +650 +7%
CHA
135
Cooper/Haims Advisors
New York
$257K
SIC
136
Sigma Investment Counselors
Michigan
$257K
SRC
137
Shufro Rose & Co
New York
$255K
PTC
138
Private Trust Company
Ohio
$252K +$2.26K +88 +0.9%
AF
139
Arrow Financial
New York
$243K
EIA
140
Eldridge Investment Advisors
New Hampshire
$241K +$35.9K +1,400 +18%
AWE
141
Avidian Wealth Enterprises
Texas
$241K +$21K +819 +10%
SC
142
Savant Capital
Illinois
$239K
TA
143
TPG Advisors
Illinois
$233K
S
144
SignatureFD
Georgia
$231K
SWP
145
Summit Wealth Partners
Florida
$229K
CPIA
146
Cornell Pochily Investment Advisors
New York
$224K +$20K +780 +10%
BAM
147
Beaumont Asset Management
Texas
$219K +$5.13K +200 +2%
SPIA
148
Steward Partners Investment Advisory
New York
$217K
HW
149
HORAN Wealth
Ohio
$217K +$217K +8,453 New
Goldman Sachs
150
Goldman Sachs
New York
$216K -$511K -19,911 -70%