IBMO icon

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.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
2.01%
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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$35M 1,373,344 +469,492 +52%
Morgan Stanley
2
Morgan Stanley
New York
$28.2M 1,103,900 +873,120 +378%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.1M 903,693 +36,648 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.8M 815,807 +19,476 +2%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$17.8M 696,675 +44,565 +7%
US Bancorp
6
US Bancorp
Minnesota
$17.6M 690,365 +122,380 +22%
Wells Fargo
7
Wells Fargo
California
$16.9M 660,756 -229,574 -26%
KCM
8
Kathmere Capital Management
Pennsylvania
$15.5M 608,753 +499,990 +460%
NA
9
NewEdge Advisors
Louisiana
$14M 550,623 +183,488 +50%
UBS Group
10
UBS Group
Switzerland
$10.3M 402,302 +109,769 +38%
CA
11
Crumly & Associates
Illinois
$7.77M 304,563 +304,563 New
ATPW
12
Ashton Thomas Private Wealth
Arizona
$6.97M 273,052 +124,971 +84%
LPL Financial
13
LPL Financial
California
$6.91M 270,771 +24,609 +10%
CIA
14
Covington Investment Advisors
Pennsylvania
$6.82M 267,270 +73,135 +38%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.68M 261,641 +224,189 +599%
HBT
16
Hills Bank & Trust
Iowa
$6.25M 244,958 +145,281 +146%
PWM
17
Praetorian Wealth Management
California
$6.04M 236,943 +12,598 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.28M 206,857 +5,988 +3%
LIM
19
Leavell Investment Management
Alabama
$5.18M 202,976 +22,182 +12%
Goldman Sachs
20
Goldman Sachs
New York
$5.06M 198,204 +198,204 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$4.06M 159,269 +6,432 +4%
CWP
22
Cyndeo Wealth Partners
Florida
$3.85M 150,943 -17,407 -10%
IWC
23
Integrated Wealth Concepts
Massachusetts
$3.6M 141,103 +38,354 +37%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$3.16M 123,930 +64,449 +108%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$3.06M 119,865 +9,464 +9%