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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

72 hedge funds and large institutions have $128M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
41
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Karp Capital Management
California
$6.47M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.36M
3
UCFA
3
United Capital Financial Advisors
Texas
$4.03M
4
Jane Street
4
Jane Street
New York
$2.73M
5
Wells Fargo
5
Wells Fargo
California
$7.94M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
ACM
2
Azimuth Capital Management
Michigan
$17M
3
BPA
3
Beacon Pointe Advisors
California
$219K
4
CIC
4
Carnegie Investment Counsel
Ohio
$1.01M
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Azimuth Capital Management
Michigan
$17M 630,800 -13,000 -2%
Morgan Stanley
2
Morgan Stanley
New York
$7.95M 295,945 +59,460 +25%
Wells Fargo
3
Wells Fargo
California
$7.94M 295,287 +64,226 +28%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$7.41M 275,737 +21,586 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.36M 274,026 +158,528 +137%
KCM
6
Karp Capital Management
California
$6.47M 240,639 +240,639 New
HighTower Advisors
7
HighTower Advisors
Illinois
$5.64M 209,942 +3,282 +2%
UBS Group
8
UBS Group
Switzerland
$5.52M 205,491 +4,338 +2%
CIM
9
Confluence Investment Management
Missouri
$4.69M 174,386 +13,037 +8%
Bank of America
10
Bank of America
North Carolina
$4.58M 170,433 +23,447 +16%
PWM
11
Praetorian Wealth Management
California
$4.32M 160,616 +9,715 +6%
UCFA
12
United Capital Financial Advisors
Texas
$4.03M 149,922 +149,922 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$3.85M 143,155 +19,295 +16%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.52M 130,832 +483 +0.4%
US Bancorp
15
US Bancorp
Minnesota
$3.04M 113,011 +9,505 +9%
Jane Street
16
Jane Street
New York
$2.73M 101,502 +74,615 +278%
LPL Financial
17
LPL Financial
California
$2.35M 87,530 +36,765 +72%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.85M 68,941 +28,606 +71%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M 56,112 +1,910 +4%
CIAS
20
CFS Investment Advisory Services
New Jersey
$1.41M 54,042 +54,042 New
LF
21
Lee Financial
Texas
$1.38M 51,300 – –
Creative Planning
22
Creative Planning
Kansas
$1.27M 47,250 -535 -1%
SPA
23
Sentinel Pension Advisors
Massachusetts
$1.21M 44,910 +5,815 +15%
CTC
24
Central Trust Company
Missouri
$1.19M 44,080 +2,000 +5%
CCA
25
Childress Capital Advisors
Texas
$1.13M 42,100 – –
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