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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.

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
2.25%
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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.2M 1,428,738 +55,394 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.1M 950,930 +47,237 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.7M 855,493 +39,686 +5%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$18.4M 724,213 +27,538 +4%
Morgan Stanley
5
Morgan Stanley
New York
$17.4M 687,590 -416,310 -38%
US Bancorp
6
US Bancorp
Minnesota
$17.1M 673,459 -16,906 -2%
KCM
7
Kathmere Capital Management
Pennsylvania
$16.8M 662,225 +53,472 +9%
UBS Group
8
UBS Group
Switzerland
$16.7M 658,970 +256,668 +64%
NA
9
NewEdge Advisors
Louisiana
$14.3M 564,280 +13,657 +2%
Wells Fargo
10
Wells Fargo
California
$12.5M 493,123 -167,633 -25%
Corient Private Wealth
11
Corient Private Wealth
Florida
$11.6M 455,653 +455,653 New
CIA
12
Covington Investment Advisors
Pennsylvania
$7.76M 306,280 +39,010 +15%
LPL Financial
13
LPL Financial
California
$7.04M 277,524 +6,753 +2%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$6.96M 274,634 +1,582 +0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.48M 255,529 +48,672 +24%
PWM
16
Praetorian Wealth Management
California
$6.4M 252,380 +15,437 +7%
HBT
17
Hills Bank & Trust
Iowa
$6.22M 245,440 +482 +0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.08M 239,911 -21,730 -8%
CA
19
Crumly & Associates
Illinois
$5.78M 227,826 -76,737 -25%
Ameriprise
20
Ameriprise
Minnesota
$5.71M 225,262 +212,544 +1,671%
Jane Street
21
Jane Street
New York
$5.09M 200,631 +200,631 New
LIM
22
Leavell Investment Management
Alabama
$4.97M 195,976 -7,000 -3%
LIA
23
LBMC Investment Advisors
Tennessee
$4.73M 186,620 +109,420 +142%
IWC
24
Integrated Wealth Concepts
Massachusetts
$4.67M 184,296 +43,193 +31%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.1M 161,920 +2,651 +2%