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iShares iBonds Dec 2026 Term Muni Bond ETF

108 hedge funds and large institutions have $227M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
108
Holders Change
+19
Holders Change %
+21.35%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
50
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$20.9M 827,956 +180,959 +28%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.7M 781,687 +103,612 +15%
Wells Fargo
3
Wells Fargo
California
$19M 755,104 +306,378 +68%
US Bancorp
4
US Bancorp
Minnesota
$17.8M 707,209 +437,406 +162%
Bank of America
5
Bank of America
North Carolina
$17M 673,262 +230,338 +52%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$14.2M 563,455 +46,014 +9%
Corient Private Wealth
7
Corient Private Wealth
Florida
$7.49M 297,149 +297,149 New
UBS Group
8
UBS Group
Switzerland
$7.28M 288,914 -167,866 -37%
Morgan Stanley
9
Morgan Stanley
New York
$6.35M 251,848 +64,833 +35%
LPL Financial
10
LPL Financial
California
$6.08M 241,183 +42,745 +22%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.8M 230,163 +5,843 +3%
PWM
12
Praetorian Wealth Management
California
$4.67M 185,257 +19,278 +12%
LIM
13
Leavell Investment Management
Alabama
$4.51M 178,700 +117,984 +194%
NA
14
NewEdge Advisors
Louisiana
$4M 421,716 +379,263 +893%
CWP
15
Cyndeo Wealth Partners
Florida
$3.91M 155,155 +155,155 New
UCFA
16
United Capital Financial Advisors
Texas
$3.66M 145,290 -2,324 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.46M 137,197 -30,605 -18%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$3.16M 123,930 +88,768 +252%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.74M 108,491 +16,402 +18%
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$2.49M 98,811 +22,815 +30%
PI
21
PFS Investments
Georgia
$2.02M 80,141 +80,141 New
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M 80,042 +80,042 New
LPT
23
Legacy Private Trust
Wisconsin
$1.82M 72,198 -32,560 -31%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.76M 69,884 +27,178 +64%
WWM
25
WJ Wealth Management
Arizona
$1.55M 61,312 +2,825 +5%