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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.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.86%
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 Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.1M 876,444 +3,855 +0.4%
Wells Fargo
2
Wells Fargo
California
$21.5M 853,647 -11,217 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.4M 810,964 -3,855 -0.5%
Bank of America
4
Bank of America
North Carolina
$19.9M 788,895 +57,952 +8%
US Bancorp
5
US Bancorp
Minnesota
$18.5M 734,142 +34,997 +5%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$15.1M 600,517 +24,693 +4%
Corient Private Wealth
7
Corient Private Wealth
Florida
$10.6M 421,569 +70,387 +20%
NA
8
NewEdge Advisors
Louisiana
$8.6M 341,425 -51,926 -13%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.93M 275,228 +21,362 +8%
UBS Group
10
UBS Group
Switzerland
$6.36M 252,720 +12,143 +5%
Morgan Stanley
11
Morgan Stanley
New York
$5.89M 234,093 -45,402 -16%
PWM
12
Praetorian Wealth Management
California
$5.46M 216,806 -2,946 -1%
LPL Financial
13
LPL Financial
California
$5.41M 214,770 -3,713 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.68M 185,719 +43,021 +30%
Stifel Financial
15
Stifel Financial
Missouri
$4.63M 183,715 +4,161 +2%
LIM
16
Leavell Investment Management
Alabama
$4.49M 178,394 -800 -0.4%
Jane Street
17
Jane Street
New York
$4.43M 176,131 +20,065 +13%
CWP
18
Cyndeo Wealth Partners
Florida
$4.28M 169,850 -15,547 -8%
CIA
19
Covington Investment Advisors
Pennsylvania
$4.27M 169,385 +6,875 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.6M 143,132 +10,261 +8%
UCFA
21
United Capital Financial Advisors
Texas
$3.03M 120,151 -4,504 -4%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.81M 111,524 +25,926 +30%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$2.75M 109,383 +10,565 +11%
CIM
24
Confluence Investment Management
Missouri
$2.68M 106,355 -1,222 -1%
PI
25
PFS Investments
Georgia
$2.14M 84,830 -3,899 -4%