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iShares iBonds Dec 2026 Term Muni Bond ETF

89 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

44.67% more ownership

Funds ownership: 122.53%167.2% (+45%)

7% more capital invested

Capital invested by funds: $154M → $164M (+$10.7M)

5% more funds holding

Funds holding: 8589 (+4)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
42
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.7M +$2.64M +104,117 +18%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15.9M +$3.92M +154,723 +31%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M +$4.52M +178,099 +52%
UBS Group
4
UBS Group
Switzerland
$11.3M +$1.03M +40,754 +10%
Wells Fargo
5
Wells Fargo
California
$11.1M +$1.62M +63,850 +17%
Bank of America
6
Bank of America
North Carolina
$10.9M +$1.81M +71,478 +19%
US Bancorp
7
US Bancorp
Minnesota
$6.65M +$1.84M +72,365 +37%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.53M +$5.09M +200,643 +847%
LPL Financial
9
LPL Financial
California
$4.89M +$825K +32,515 +20%
Morgan Stanley
10
Morgan Stanley
New York
$4.61M +$581K +22,896 +14%
CIM
11
Confluence Investment Management
Missouri
$4.22M -$598K -23,561 -12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.13M +$813K +32,064 +24%
BO
13
BRR OpCo
Ohio
$3.96M +$4.08M +160,695 New
UCFA
14
United Capital Financial Advisors
Texas
$3.64M +$156K +6,153 +4%
Jane Street
15
Jane Street
New York
$2.69M +$529K +20,872 +24%
GA
16
Gateway Advisory
New Jersey
$2.69M +$2.77M +109,095 New
LPT
17
Legacy Private Trust
Wisconsin
$2.58M +$160K +6,300 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.27M +$85.9K +3,386 +4%
LIM
19
Leavell Investment Management
Alabama
$1.5M +$496K +19,544 +47%
CIAS
20
CFS Investment Advisory Services
New Jersey
$1.47M +$35.7M +1,406,922 +2,427%
WWM
21
WJ Wealth Management
Arizona
$1.44M +$575K +22,682 +63%
APA
22
American Portfolios Advisors
New York
$1.41M +$1.29M +50,706 +768%
LF
23
Lee Financial
Texas
$1.26M
BSAM
24
Blue Square Asset Management
New York
$1.14M +$222K +8,755 +23%
RFC
25
Regions Financial Corp
Alabama
$1.11M -$1.73M -68,071 -60%