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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
35
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$2.95M
2
Jane Street
2
Jane Street
New York
$4.71M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$8.38M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$930K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.61M
3
CCA
3
Childress Capital Advisors
Texas
$0
4
ACM
4
Azimuth Capital Management
Michigan
$15.2M
5
AWM
5
Altium Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Azimuth Capital Management
Michigan
$15.2M 594,300 -36,500 -6%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$8.38M 335,577 +59,840 +22%
Wells Fargo
3
Wells Fargo
California
$7.92M 310,420 +15,133 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M 301,171 +27,145 +10%
KCM
5
Karp Capital Management
California
$6.61M 259,072 +18,433 +8%
Morgan Stanley
6
Morgan Stanley
New York
$5.61M 220,036 -75,909 -26%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.35M 209,893 -49 -0%
CIM
8
Confluence Investment Management
Missouri
$4.95M 194,055 +19,669 +11%
Jane Street
9
Jane Street
New York
$4.71M 184,628 +83,126 +82%
PWM
10
Praetorian Wealth Management
California
$4.54M 177,963 +17,347 +11%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$4.4M 172,369 +29,214 +20%
Bank of America
12
Bank of America
North Carolina
$4.35M 170,685 +252 +0.1%
UCFA
13
United Capital Financial Advisors
Texas
$3.77M 147,921 -2,001 -1%
US Bancorp
14
US Bancorp
Minnesota
$3.37M 131,938 +18,927 +17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.35M 131,192 +360 +0.3%
LPT
16
Legacy Private Trust
Wisconsin
$2.95M 115,631 +88,107 +320%
LPL Financial
17
LPL Financial
California
$2.36M 92,309 +4,779 +5%
UBS Group
18
UBS Group
Switzerland
$2.25M 88,143 -117,348 -57%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.08M 81,685 +12,744 +18%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M 60,156 +4,044 +7%
Stifel Financial
21
Stifel Financial
Missouri
$1.37M 53,515 +14,974 +39%
LF
22
Lee Financial
Texas
$1.31M 51,300 – –
CTC
23
Central Trust Company
Missouri
$1.21M 47,280 +3,200 +7%
CIC
24
Carnegie Investment Counsel
Ohio
$1.03M 40,297 +2,697 +7%
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$1.01M 39,500 +1,900 +5%
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