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iShares iBonds Dec 2026 Term Muni Bond ETF

67 hedge funds and large institutions have $99.5M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $92.9M → $99.5M (+$6.6M)

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.63% less ownership

Funds ownership: 82.97%81.35% (-1.6%)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
28
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Azimuth Capital Management
Michigan
$17.3M -$85.2K -3,150 -0.5%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$6.83M +$1M +37,048 +17%
Morgan Stanley
3
Morgan Stanley
New York
$6.36M +$1.49M +55,002 +30%
Wells Fargo
4
Wells Fargo
California
$6.21M +$1.21M +44,884 +24%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.56M -$46.5K -1,720 -0.8%
UBS Group
6
UBS Group
Switzerland
$5.41M -$70.6K -2,609 -1%
CIM
7
Confluence Investment Management
Missouri
$4.34M -$626K -23,144 -13%
PWM
8
Praetorian Wealth Management
California
$4.06M +$150K +5,551 +4%
Bank of America
9
Bank of America
North Carolina
$3.95M +$1.02M +37,548 +34%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.5M +$350K +12,926 +11%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$3.33M +$814K +30,100 +32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.1M +$528K +19,533 +20%
US Bancorp
13
US Bancorp
Minnesota
$2.78M +$146K +5,410 +6%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M -$123K -4,551 -8%
LF
15
Lee Financial
Texas
$1.38M
LPL Financial
16
LPL Financial
California
$1.36M +$330K +12,211 +32%
Creative Planning
17
Creative Planning
Kansas
$1.28M -$5.41K -200 -0.4%
CIC
18
Carnegie Investment Counsel
Ohio
$1.19M +$187K +6,900 +18%
CCA
19
Childress Capital Advisors
Texas
$1.13M
CTC
20
Central Trust Company
Missouri
$1.13M +$3.52K +130 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.08M -$3.03K -112 -0.3%
SPA
22
Sentinel Pension Advisors
Massachusetts
$1.05M +$578K +21,368 +121%
PA
23
Prism Advisors
California
$1.02M
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$1.01M
RJA
25
Raymond James & Associates
Florida
$883K +$106K +3,905 +13%