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iShares iBonds Dec 2026 Term Muni Bond ETF

39 hedge funds and large institutions have $22.3M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

59% more capital invested

Capital invested by funds: $14M → $22.3M (+$8.28M)

34% more funds holding

Funds holding: 2939 (+10)

10.16% more ownership

Funds ownership: 51.79%61.95% (+10%)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
8
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 -$118K -4,495 -3%
Wells Fargo
2
Wells Fargo
California
$2.15M +$815K +31,038 +63%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.61M +$1.59M +60,520 New
PWM
4
Praetorian Wealth Management
California
$1.39M +$1.37M +52,278 New
LF
5
Lee Financial
Texas
$1.37M +$336K +12,800 +33%
CTC
6
Central Trust Company
Missouri
$1.14M +$257K +9,800 +30%
Morgan Stanley
7
Morgan Stanley
New York
$1.08M +$399K +15,213 +60%
Citadel Advisors
8
Citadel Advisors
Florida
$1.04M +$1.03M +39,086 New
Bank of America
9
Bank of America
North Carolina
$805K +$422K +16,091 +114%
PA
10
Prism Advisors
California
$710K +$72.8K +2,775 +12%
Jane Street
11
Jane Street
New York
$587K -$556K -21,189 -49%
UBS Group
12
UBS Group
Switzerland
$544K +$190K +7,227 +55%
SPA
13
Sentinel Pension Advisors
Massachusetts
$469K +$462K +17,585 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$442K -$262K -9,977 -38%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$415K +$20.4K +778 +5%
US Bancorp
16
US Bancorp
Minnesota
$412K +$405K +15,441 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$405K +$68.6K +2,613 +21%
RFC
18
Regions Financial Corp
Alabama
$369K +$104K +3,959 +40%
BPA
19
Beacon Pointe Advisors
California
$368K -$19.7K -752 -5%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$353K +$348K +13,243 New
COF
21
Capital One Financial
Virginia
$347K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$330K +$24.8K +946 +8%
Stifel Financial
23
Stifel Financial
Missouri
$315K -$7.58K -289 -2%
Mariner
24
Mariner
Kansas
$271K +$267K +10,175 New
ACS
25
Archford Capital Strategies
Illinois
$225K +$222K +8,447 New