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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

114 hedge funds and large institutions have $266M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.58M
2
CIA
2
Covington Investment Advisors
Pennsylvania
$4.15M
3
Jane Street
3
Jane Street
New York
$3.98M
4
Wells Fargo
4
Wells Fargo
California
$22.1M
5
CIM
5
Confluence Investment Management
Missouri
$2.75M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.42M
2
UBS Group
2
UBS Group
Switzerland
$6.14M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
NA
4
NewEdge Advisors
Louisiana
$10M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.3M 872,589 +44,633 +5%
Wells Fargo
2
Wells Fargo
California
$22.1M 864,864 +109,760 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.8M 814,819 +33,132 +4%
Bank of America
4
Bank of America
North Carolina
$18.7M 730,943 +57,681 +9%
US Bancorp
5
US Bancorp
Minnesota
$17.8M 699,145 -8,064 -1%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$14.7M 575,824 +12,369 +2%
NA
7
NewEdge Advisors
Louisiana
$10M 393,351 -28,365 -7%
Corient Private Wealth
8
Corient Private Wealth
Florida
$8.97M 351,182 +54,033 +18%
Morgan Stanley
9
Morgan Stanley
New York
$7.14M 279,495 +27,647 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.48M 253,866 +23,703 +10%
UBS Group
11
UBS Group
Switzerland
$6.14M 240,577 -48,337 -17%
PWM
12
Praetorian Wealth Management
California
$5.61M 219,752 +34,495 +19%
LPL Financial
13
LPL Financial
California
$5.58M 218,483 -22,700 -9%
CWP
14
Cyndeo Wealth Partners
Florida
$4.73M 185,397 +30,242 +19%
Stifel Financial
15
Stifel Financial
Missouri
$4.58M 179,554 +179,554 New
LIM
16
Leavell Investment Management
Alabama
$4.58M 179,194 +494 +0.3%
CIA
17
Covington Investment Advisors
Pennsylvania
$4.15M 162,510 +162,510 New
Jane Street
18
Jane Street
New York
$3.98M 156,066 +136,427 +695%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.64M 142,698 +5,501 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.39M 132,871 +62,987 +90%
UCFA
21
United Capital Financial Advisors
Texas
$3.18M 124,655 -20,635 -14%
CIM
22
Confluence Investment Management
Missouri
$2.75M 107,577 +97,141 +931%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$2.52M 98,818 +7 +0%
PI
24
PFS Investments
Georgia
$2.27M 88,729 +8,588 +11%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M 85,637 +5,595 +7%
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