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iShares iBonds Dec 2026 Term Muni Bond ETF

118 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

4% more funds holding

Funds holding: 114118 (+4)

3% more capital invested

Capital invested by funds: $266M → $272M (+$6.76M)

0.62% more ownership

Funds ownership: 86.93%87.56% (+0.62%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
55
Reduced
33
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.1M +$97.3K +3,855 +0.4%
Wells Fargo
2
Wells Fargo
California
$21.5M -$283K -11,217 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.4M -$97.3K -3,855 -0.5%
Bank of America
4
Bank of America
North Carolina
$19.9M +$1.46M +57,952 +8%
US Bancorp
5
US Bancorp
Minnesota
$18.5M +$884K +34,997 +5%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$15.1M +$623K +24,693 +4%
Corient Private Wealth
7
Corient Private Wealth
Florida
$10.6M +$1.78M +70,387 +20%
NA
8
NewEdge Advisors
Louisiana
$8.6M -$1.31M -51,926 -13%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.93M +$539K +21,362 +8%
UBS Group
10
UBS Group
Switzerland
$6.36M +$307K +12,143 +5%
Morgan Stanley
11
Morgan Stanley
New York
$5.89M -$1.15M -45,402 -16%
PWM
12
Praetorian Wealth Management
California
$5.46M -$74.4K -2,946 -1%
LPL Financial
13
LPL Financial
California
$5.41M -$93.7K -3,713 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.68M +$1.09M +43,021 +30%
Stifel Financial
15
Stifel Financial
Missouri
$4.63M +$105K +4,161 +2%
LIM
16
Leavell Investment Management
Alabama
$4.49M -$20.2K -800 -0.4%
Jane Street
17
Jane Street
New York
$4.43M +$507K +20,065 +13%
CWP
18
Cyndeo Wealth Partners
Florida
$4.28M -$393K -15,547 -8%
CIA
19
Covington Investment Advisors
Pennsylvania
$4.26M +$174K +6,875 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.6M +$259K +10,261 +8%
UCFA
21
United Capital Financial Advisors
Texas
$3.03M -$114K -4,504 -4%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.81M +$655K +25,926 +30%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$2.75M +$267K +10,565 +11%
CIM
24
Confluence Investment Management
Missouri
$2.68M -$30.9K -1,222 -1%
PI
25
PFS Investments
Georgia
$2.14M -$98.4K -3,899 -4%