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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

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.

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.36M
2
Wells Fargo
2
Wells Fargo
California
$6.21M
3
Bank of America
3
Bank of America
North Carolina
$3.95M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$6.83M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.33M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$626K
2
CIM
2
Confluence Investment Management
Missouri
$4.34M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$70K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Azimuth Capital Management
Michigan
$17.3M 643,800 -3,150 -0.5%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$6.83M 254,151 +37,048 +17%
Morgan Stanley
3
Morgan Stanley
New York
$6.36M 236,485 +55,002 +30%
Wells Fargo
4
Wells Fargo
California
$6.21M 231,061 +44,884 +24%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.56M 206,660 -1,720 -0.8%
UBS Group
6
UBS Group
Switzerland
$5.41M 201,153 -2,609 -1%
CIM
7
Confluence Investment Management
Missouri
$4.34M 161,349 -23,144 -13%
PWM
8
Praetorian Wealth Management
California
$4.06M 150,901 +5,551 +4%
Bank of America
9
Bank of America
North Carolina
$3.95M 146,986 +37,548 +34%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.5M 130,349 +12,926 +11%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$3.33M 123,860 +30,100 +32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.11M 115,498 +19,533 +20%
US Bancorp
13
US Bancorp
Minnesota
$2.78M 103,506 +5,410 +6%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M 54,202 -4,551 -8%
LF
15
Lee Financial
Texas
$1.38M 51,300 – –
LPL Financial
16
LPL Financial
California
$1.37M 50,765 +12,211 +32%
Creative Planning
17
Creative Planning
Kansas
$1.29M 47,785 -200 -0.4%
CIC
18
Carnegie Investment Counsel
Ohio
$1.19M 44,200 +6,900 +18%
CCA
19
Childress Capital Advisors
Texas
$1.13M 42,100 – –
CTC
20
Central Trust Company
Missouri
$1.13M 42,080 +130 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.08M 40,335 -112 -0.3%
SPA
22
Sentinel Pension Advisors
Massachusetts
$1.05M 39,095 +21,368 +121%
PA
23
Prism Advisors
California
$1.02M 37,953 – –
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$1.01M 37,600 – –
RJA
25
Raymond James & Associates
Florida
$883K 32,853 +3,905 +13%
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