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iShares iBonds Dec 2026 Term Muni Bond ETF

137 hedge funds and large institutions have $357M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

36% more capital invested

Capital invested by funds: $262M → $357M (+$94.9M)

16% more funds holding

Funds holding: 118137 (+19)

3.82% more ownership

Funds ownership: 84.35%88.17% (+3.8%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
56
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$35M +$11.8M +469,492 +52%
Morgan Stanley
2
Morgan Stanley
New York
$28.2M +$21.9M +873,120 +378%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.1M +$920K +36,648 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.8M +$489K +19,476 +2%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$17.8M +$1.12M +44,565 +7%
US Bancorp
6
US Bancorp
Minnesota
$17.6M +$3.07M +122,380 +22%
Wells Fargo
7
Wells Fargo
California
$16.9M -$5.76M -229,574 -26%
KCM
8
Kathmere Capital Management
Pennsylvania
$15.5M +$12.5M +499,990 +460%
NA
9
NewEdge Advisors
Louisiana
$14M +$4.6M +183,488 +50%
UBS Group
10
UBS Group
Switzerland
$10.3M +$2.75M +109,769 +38%
CA
11
Crumly & Associates
Illinois
$7.77M +$7.64M +304,563 New
ATPW
12
Ashton Thomas Private Wealth
Arizona
$6.97M +$3.14M +124,971 +84%
LPL Financial
13
LPL Financial
California
$6.91M +$618K +24,609 +10%
CIA
14
Covington Investment Advisors
Pennsylvania
$6.82M +$1.84M +73,135 +38%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.68M +$5.63M +224,189 +599%
HBT
16
Hills Bank & Trust
Iowa
$6.25M +$3.65M +145,281 +146%
PWM
17
Praetorian Wealth Management
California
$6.04M +$316K +12,598 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.28M +$150K +5,988 +3%
LIM
19
Leavell Investment Management
Alabama
$5.18M +$557K +22,182 +12%
Goldman Sachs
20
Goldman Sachs
New York
$5.06M +$4.97M +198,204 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$4.06M +$161K +6,432 +4%
CWP
22
Cyndeo Wealth Partners
Florida
$3.85M -$437K -17,407 -10%
IWC
23
Integrated Wealth Concepts
Massachusetts
$3.6M +$963K +38,354 +37%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$3.16M +$1.62M +64,449 +108%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$3.06M +$238K +9,464 +9%