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iShares iBonds Dec 2026 Term Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $125M → $154M (+$28.9M)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

15% more funds holding

Funds holding: 7485 (+11)

4.93% less ownership

Funds ownership: 127.46%122.53% (-4.9%)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.5M +$6.87M +272,787 +91%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.5M +$8.06M +319,905 +186%
ACIM
3
Azimuth Capital Investment Management
Michigan
$11.2M +$11.1M +440,475 New
UBS Group
4
UBS Group
Switzerland
$10.5M +$8.26M +327,883 +372%
Wells Fargo
5
Wells Fargo
California
$9.75M +$1.87M +74,456 +24%
Bank of America
6
Bank of America
North Carolina
$9.41M +$5.06M +200,761 +118%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$8.6M +$94.8K +3,765 +1%
US Bancorp
8
US Bancorp
Minnesota
$5M +$1.65M +65,500 +50%
CIM
9
Confluence Investment Management
Missouri
$4.94M +$25.5K +1,011 +0.5%
SPF
10
Steven Patrick Farmer
$4.94M +$4.91M +195,066 New
PWM
11
Praetorian Wealth Management
California
$4.68M +$168K +6,663 +4%
LPL Financial
12
LPL Financial
California
$4.2M +$1.85M +73,614 +80%
Morgan Stanley
13
Morgan Stanley
New York
$4.16M -$1.41M -55,917 -25%
UCFA
14
United Capital Financial Advisors
Texas
$3.58M -$163K -6,460 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.44M +$114K +4,546 +3%
RFC
16
Regions Financial Corp
Alabama
$2.86M +$2.41M +95,595 +550%
LPT
17
Legacy Private Trust
Wisconsin
$2.5M -$432K -17,173 -15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.25M +$177K +7,018 +9%
Jane Street
19
Jane Street
New York
$2.24M -$2.42M -96,240 -52%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M +$33.4K +1,326 +2%
Stifel Financial
21
Stifel Financial
Missouri
$1.52M +$163K +6,476 +12%
CIAS
22
CFS Investment Advisory Services
New Jersey
$1.47M -$34.1M -1,355,888 -96%
LF
23
Lee Financial
Texas
$1.3M
RJA
24
Raymond James & Associates
Florida
$1.25M +$404K +16,047 +48%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$1.18M +$1.17M +46,561 New