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iShares iBonds Dec 2026 Term Muni Bond ETF

23 hedge funds and large institutions have $10.5M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

64% more funds holding

Funds holding: 1423 (+9)

56% more capital invested

Capital invested by funds: $6.73M → $10.5M (+$3.77M)

4.6% less ownership

Funds ownership: 47.19%42.59% (-4.6%)

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
6
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.32M +$860K +33,195 +59%
Jane Street
2
Jane Street
New York
$2.15M +$2.14M +82,664 New
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M +$1.11M +42,979 New
LF
4
Lee Financial
Texas
$999K +$997K +38,500 New
FTUS
5
Flow Traders U.S.
New York
$498K +$497K +19,202 New
CTC
6
Central Trust Company
Missouri
$418K +$124K +4,800 +42%
BPWA
7
Beacon Pointe Wealth Advisors
California
$342K +$341K +13,178 New
CONA
8
Capital One National Association
New York
$321K +$320K +12,361 New
Stifel Financial
9
Stifel Financial
Missouri
$307K +$56.7K +2,187 +23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$288K +$148K +5,708 +106%
RFC
11
Regions Financial Corp
Alabama
$259K +$259K +9,991 New
PA
12
Prism Advisors
California
$225K +$225K +8,684 New
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$208K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$208K +$207K +7,997 New
FCA
15
FinTrust Capital Advisors
South Carolina
$165K
UBS Group
16
UBS Group
Switzerland
$151K +$151K +5,822 New
ADL
17
Asset Dedication LLC
California
$142K +$140K +5,406 +8,581%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$137K -$6.45K -249 -5%
Morgan Stanley
19
Morgan Stanley
New York
$135K +$135K +5,200 New
AIP
20
Ameritas Investment Partners
Nebraska
$62K +$60.2K +2,325 +2,325%
Bank of America
21
Bank of America
North Carolina
$44K +$44.4K +1,712 New
SCA
22
Stonebridge Capital Advisors
Minnesota
$10K +$9.97K +385 New
BlackRock
23
BlackRock
New York
$2K
CIM
24
Confluence Investment Management
Missouri
-$3.58M -138,027 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$359K -13,860 Closed