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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

85 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACIM
1
Azimuth Capital Investment Management
Michigan
$11.2M
2
UBS Group
2
UBS Group
Switzerland
$10.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$12.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.5M
5
Bank of America
5
Bank of America
North Carolina
$9.41M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.47M
2
KCM
2
Karp Capital Management
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$599K
4
Jane Street
4
Jane Street
New York
$2.24M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.5M 573,958 +272,787 +91%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.5M 492,274 +319,905 +186%
ACIM
3
Azimuth Capital Investment Management
Michigan
$11.2M 440,475 +440,475 New
UBS Group
4
UBS Group
Switzerland
$10.5M 416,026 +327,883 +372%
Wells Fargo
5
Wells Fargo
California
$9.75M 384,876 +74,456 +24%
Bank of America
6
Bank of America
North Carolina
$9.41M 371,446 +200,761 +118%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$8.6M 339,342 +3,765 +1%
US Bancorp
8
US Bancorp
Minnesota
$5M 197,438 +65,500 +50%
CIM
9
Confluence Investment Management
Missouri
$4.94M 195,066 +1,011 +0.5%
SPF
10
Steven Patrick Farmer
$4.94M 195,066 +195,066 New
PWM
11
Praetorian Wealth Management
California
$4.68M 184,626 +6,663 +4%
LPL Financial
12
LPL Financial
California
$4.2M 165,923 +73,614 +80%
Morgan Stanley
13
Morgan Stanley
New York
$4.16M 164,119 -55,917 -25%
UCFA
14
United Capital Financial Advisors
Texas
$3.59M 141,461 -6,460 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.44M 135,738 +4,546 +3%
RFC
16
Regions Financial Corp
Alabama
$2.86M 112,976 +95,595 +550%
LPT
17
Legacy Private Trust
Wisconsin
$2.5M 98,458 -17,173 -15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.25M 88,703 +7,018 +9%
Jane Street
19
Jane Street
New York
$2.24M 88,388 -96,240 -52%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M 61,482 +1,326 +2%
Stifel Financial
21
Stifel Financial
Missouri
$1.52M 59,991 +6,476 +12%
CIAS
22
CFS Investment Advisory Services
New Jersey
$1.47M 57,961 -1,355,888 -96%
LF
23
Lee Financial
Texas
$1.3M 51,300 – –
RJA
24
Raymond James & Associates
Florida
$1.25M 49,191 +16,047 +48%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$1.18M 46,561 +46,561 New
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