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iShares iBonds Dec 2026 Term Muni Bond ETF

118 hedge funds and large institutions have $262M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
53
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22.4M 903,852 +114,957 +15%
Wells Fargo
2
Wells Fargo
California
$22.1M 890,330 +36,683 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.5M 867,045 -9,399 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.8M 796,331 -14,633 -2%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M 652,110 +51,593 +9%
US Bancorp
6
US Bancorp
Minnesota
$14.1M 567,985 -166,157 -23%
Corient Private Wealth
7
Corient Private Wealth
Florida
$11.3M 457,242 +35,673 +8%
NA
8
NewEdge Advisors
Louisiana
$9.11M 367,135 +25,710 +8%
UBS Group
9
UBS Group
Switzerland
$7.26M 292,533 +39,813 +16%
LPL Financial
10
LPL Financial
California
$6.11M 246,162 +31,392 +15%
Morgan Stanley
11
Morgan Stanley
New York
$5.73M 230,780 -3,313 -1%
PWM
12
Praetorian Wealth Management
California
$5.57M 224,345 +7,539 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.98M 200,869 +15,150 +8%
CIA
14
Covington Investment Advisors
Pennsylvania
$4.82M 194,135 +24,750 +15%
LIM
15
Leavell Investment Management
Alabama
$4.49M 180,794 +2,400 +1%
CWP
16
Cyndeo Wealth Partners
Florida
$4.18M 168,350 -1,500 -0.9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.79M 152,837 +9,705 +7%
ATPW
18
Ashton Thomas Private Wealth
Arizona
$3.67M 148,081 +148,081 New
UCFA
19
United Capital Financial Advisors
Texas
$3.04M 122,423 +2,272 +2%
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$2.74M 110,401 +1,018 +0.9%
KCM
21
Kathmere Capital Management
Pennsylvania
$2.7M 108,763 +108,763 New
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.55M 102,749 -8,775 -8%
HBT
23
Hills Bank & Trust
Iowa
$2.47M 99,677 +99,677 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.19M 88,364 +11,631 +15%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.01M 81,167 -1,749 -2%