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iShares iBonds Dec 2026 Term Muni Bond ETF

29 hedge funds and large institutions have $14M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

34% more capital invested

Capital invested by funds: $10.5M → $14M (+$3.52M)

26% more funds holding

Funds holding: 2329 (+6)

9.2% more ownership

Funds ownership: 42.59%51.79% (+9.2%)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$3.77M +$3.8M +146,062 New
Wells Fargo
2
Wells Fargo
California
$1.27M -$1.04M -39,878 -45%
Jane Street
3
Jane Street
New York
$1.11M -$1.03M -39,451 -48%
LF
4
Lee Financial
Texas
$993K
CTC
5
Central Trust Company
Missouri
$850K +$439K +16,850 +105%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$685K +$483K +18,551 +232%
Morgan Stanley
7
Morgan Stanley
New York
$653K +$524K +20,104 +387%
PA
8
Prism Advisors
California
$615K +$395K +15,166 +175%
BPA
9
Beacon Pointe Advisors
California
$376K +$379K +14,558 New
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$376K +$386K +14,810 New
Bank of America
11
Bank of America
North Carolina
$364K +$323K +12,395 +724%
UBS Group
12
UBS Group
Switzerland
$340K +$192K +7,360 +126%
COF
13
Capital One Financial
Virginia
$335K +$339K +12,998 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$325K +$38.5K +1,480 +13%
Stifel Financial
15
Stifel Financial
Missouri
$311K +$5.37K +206 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$294K +$297K +11,414 New
RFC
17
Regions Financial Corp
Alabama
$254K -$3.8K -146 -1%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$206K
PWS
19
Peloton Wealth Strategists
Indiana
$206K +$208K +8,000 New
FCA
20
FinTrust Capital Advisors
South Carolina
$164K
ADL
21
Asset Dedication LLC
California
$147K +$8.02K +308 +6%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$138K +$1.49K +57 +1%
SSB
23
Sandy Spring Bank
Maryland
$81K +$82.2K +3,155 New
AIP
24
Ameritas Investment Partners
Nebraska
$70K +$7.81K +300 +12%
ASN
25
Advisory Services Network
Georgia
$51K +$51K +1,958 New