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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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$299K +$1.08K +42 +0.4%
AWM
127
Alterna Wealth Management
Texas
$297K +$12K +467 +4%
EWA
128
EP Wealth Advisors
California
$295K +$294K +11,490 New
PWS
129
Peloton Wealth Strategists
Indiana
$282K
NG
130
Novem Group
New York
$281K -$27.8K -1,085 -9%
MA
131
MONECO Advisors
Connecticut
$279K
SRC
132
Shufro Rose & Co
New York
$271K +$15.4K +600 +6%
CSP
133
Cary Street Partners
Virginia
$263K
CFS
134
Commonwealth Financial Services
West Virginia
$261K -$86.7K -3,384 -25%
JFG
135
Juno Financial Group
Virginia
$260K +$260K +10,137 New
CHA
136
Cooper/Haims Advisors
New York
$256K
PTC
137
Private Trust Company
Ohio
$252K
AF
138
Arrow Financial
New York
$242K
KA
139
Klingman & Associates
New York
$240K -$42.1K -1,645 -15%
SC
140
Savant Capital
Illinois
$239K
SB
141
Strategic Blueprint
Georgia
$235K +$20K +780 +9%
TA
142
TPG Advisors
Illinois
$233K
Truist Financial
143
Truist Financial
North Carolina
$231K +$231K +9,017 New
S
144
SignatureFD
Georgia
$230K
SWP
145
Summit Wealth Partners
Florida
$229K
CPIA
146
Cornell Pochily Investment Advisors
New York
$223K
BAM
147
Beaumont Asset Management
Texas
$218K
HW
148
HORAN Wealth
Ohio
$217K
DAS
149
Diversify Advisory Services
Utah
$211K +$1.25K +49 +0.6%
ADL
150
Asset Dedication LLC
California
$209K