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iShares iBonds Dec 2026 Term Muni Bond ETF

67 hedge funds and large institutions have $92.9M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $73.1M → $92.9M (+$19.8M)

16% more funds holding

Funds holding: 5867 (+9)

5.16% more ownership

Funds ownership: 77.81%82.97% (+5.2%)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
34
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Azimuth Capital Management
Michigan
$17.5M -$108K -4,000 -0.6%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$5.86M +$1.44M +53,277 +33%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.62M +$1.84M +68,334 +49%
UBS Group
4
UBS Group
Switzerland
$5.5M +$4.48M +166,358 +445%
Wells Fargo
5
Wells Fargo
California
$5.02M +$321K +11,904 +7%
CIM
6
Confluence Investment Management
Missouri
$4.98M +$844K +31,321 +20%
Morgan Stanley
7
Morgan Stanley
New York
$4.9M +$715K +26,518 +17%
PWM
8
Praetorian Wealth Management
California
$3.92M +$751K +27,871 +24%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.17M +$2.25M +83,605 +247%
Bank of America
10
Bank of America
North Carolina
$2.95M +$462K +17,153 +19%
US Bancorp
11
US Bancorp
Minnesota
$2.65M -$88.5K -3,284 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.59M +$690K +25,592 +36%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.53M +$356K +13,208 +16%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.58M +$50K +1,853 +3%
Stifel Financial
15
Stifel Financial
Missouri
$1.46M +$923K +34,240 +172%
LF
16
Lee Financial
Texas
$1.38M
Creative Planning
17
Creative Planning
Kansas
$1.29M +$1.29M +47,985 New
CCA
18
Childress Capital Advisors
Texas
$1.14M
CTC
19
Central Trust Company
Missouri
$1.13M -$13.5K -500 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.09M +$93.3K +3,459 +9%
LPL Financial
21
LPL Financial
California
$1.04M +$72.9K +2,703 +8%
PA
22
Prism Advisors
California
$1.02M +$30K +1,113 +3%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$1.01M
CIC
24
Carnegie Investment Counsel
Ohio
$1.01M +$4.04K +150 +0.4%
CA
25
CGN Advisors
Kansas
$829K +$40.4K +1,498 +5%