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iShares iBonds Dec 2026 Term Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

17% more capital invested

Capital invested by funds: $227M → $266M (+$38.1M)

6% more funds holding

Funds holding: 108114 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.92% less ownership

Funds ownership: 88.85%86.93% (-1.9%)

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.82%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.3M +$1.13M +44,633 +5%
Wells Fargo
2
Wells Fargo
California
$22.1M +$2.78M +109,760 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.8M +$840K +33,132 +4%
Bank of America
4
Bank of America
North Carolina
$18.7M +$1.46M +57,681 +9%
US Bancorp
5
US Bancorp
Minnesota
$17.8M -$205K -8,064 -1%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$14.7M +$314K +12,369 +2%
NA
7
NewEdge Advisors
Louisiana
$10M -$720K -28,365 -7%
Corient Private Wealth
8
Corient Private Wealth
Florida
$8.97M +$1.37M +54,033 +18%
Morgan Stanley
9
Morgan Stanley
New York
$7.14M +$701K +27,647 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.48M +$601K +23,703 +10%
UBS Group
11
UBS Group
Switzerland
$6.14M -$1.23M -48,337 -17%
PWM
12
Praetorian Wealth Management
California
$5.61M +$875K +34,495 +19%
LPL Financial
13
LPL Financial
California
$5.58M -$576K -22,700 -9%
CWP
14
Cyndeo Wealth Partners
Florida
$4.73M +$767K +30,242 +19%
Stifel Financial
15
Stifel Financial
Missouri
$4.58M +$4.55M +179,554 New
LIM
16
Leavell Investment Management
Alabama
$4.58M +$12.5K +494 +0.3%
CIA
17
Covington Investment Advisors
Pennsylvania
$4.15M +$4.12M +162,510 New
Jane Street
18
Jane Street
New York
$3.98M +$3.46M +136,427 +695%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.64M +$140K +5,501 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.39M +$1.6M +62,987 +90%
UCFA
21
United Capital Financial Advisors
Texas
$3.18M -$523K -20,635 -14%
CIM
22
Confluence Investment Management
Missouri
$2.75M +$2.46M +97,141 +931%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$2.52M +$178 +7 +0%
PI
24
PFS Investments
Georgia
$2.27M +$218K +8,588 +11%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M +$142K +5,595 +7%