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iShares iBonds Dec 2026 Term Muni Bond ETF

155 hedge funds and large institutions have $397M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

13% more funds holding

Funds holding: 137155 (+18)

11% more capital invested

Capital invested by funds: $357M → $397M (+$40.1M)

0.26% less ownership

Funds ownership: 88.17%87.91% (-0.26%)

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
70
Reduced
35
Closed
7
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
$36.2M +$1.41M +55,394 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.1M +$1.2M +47,237 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.7M +$1.01M +39,686 +5%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$18.4M +$700K +27,538 +4%
Morgan Stanley
5
Morgan Stanley
New York
$17.4M -$10.6M -416,310 -38%
US Bancorp
6
US Bancorp
Minnesota
$17.1M -$430K -16,906 -2%
KCM
7
Kathmere Capital Management
Pennsylvania
$16.8M +$1.36M +53,472 +9%
UBS Group
8
UBS Group
Switzerland
$16.7M +$6.53M +256,668 +64%
NA
9
NewEdge Advisors
Louisiana
$14.3M +$347K +13,657 +2%
Wells Fargo
10
Wells Fargo
California
$12.5M -$4.26M -167,633 -25%
Corient Private Wealth
11
Corient Private Wealth
Florida
$11.6M +$11.6M +455,653 New
CIA
12
Covington Investment Advisors
Pennsylvania
$7.76M +$992K +39,010 +15%
LPL Financial
13
LPL Financial
California
$7.04M +$172K +6,753 +2%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$6.96M +$40.2K +1,582 +0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.48M +$1.24M +48,672 +24%
PWM
16
Praetorian Wealth Management
California
$6.4M +$393K +15,437 +7%
HBT
17
Hills Bank & Trust
Iowa
$6.22M +$12.3K +482 +0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.08M -$553K -21,730 -8%
CA
19
Crumly & Associates
Illinois
$5.78M -$1.95M -76,737 -25%
Ameriprise
20
Ameriprise
Minnesota
$5.71M +$5.4M +212,544 +1,671%
Jane Street
21
Jane Street
New York
$5.09M +$5.1M +200,631 New
LIM
22
Leavell Investment Management
Alabama
$4.97M -$178K -7,000 -3%
LIA
23
LBMC Investment Advisors
Tennessee
$4.73M +$2.78M +109,420 +142%
IWC
24
Integrated Wealth Concepts
Massachusetts
$4.67M +$1.1M +43,193 +31%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.1M +$67.4K +2,651 +2%