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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

155 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
155
Holders Change
–
Holders Change %
0%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$19.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.9M
3
SA
3
Sanctuary Advisors
Indiana
$2.28M
4
Bank of America
4
Bank of America
North Carolina
$38.3M
5
LIA
5
LBMC Investment Advisors
Tennessee
$6.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$509K
2
CA
2
Crumly & Associates
Illinois
$1.71M
3
SCG
3
Sonata Capital Group
Washington
$0
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$580K
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.3M 1,511,321 +82,583 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.8M 980,994 +30,064 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.4M 884,294 +28,801 +3%
Morgan Stanley
4
Morgan Stanley
New York
$21.9M 865,609 +178,019 +26%
CA
5
Clearstead Advisors
Ohio
$19.6M 773,342 +773,342 New
UBS Group
6
UBS Group
Switzerland
$18.5M 729,838 +70,868 +11%
KCM
7
Kathmere Capital Management
Pennsylvania
$17.4M 687,481 +25,256 +4%
US Bancorp
8
US Bancorp
Minnesota
$16.9M 665,966 -7,493 -1%
NA
9
NewEdge Advisors
Louisiana
$13.9M 547,764 -16,516 -3%
Wells Fargo
10
Wells Fargo
California
$12.5M 491,812 -1,311 -0.3%
Corient Private Wealth
11
Corient Private Wealth
Florida
$10.3M 408,633 -47,020 -10%
CIA
12
Covington Investment Advisors
Pennsylvania
$7.55M 298,350 -7,930 -3%
LPL Financial
13
LPL Financial
California
$7.55M 298,112 +20,588 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.05M 278,436 +22,907 +9%
HBT
15
Hills Bank & Trust
Iowa
$6.98M 275,858 +30,418 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.61M 261,365 +21,454 +9%
LIA
17
LBMC Investment Advisors
Tennessee
$6.53M 257,981 +71,361 +38%
ATPW
18
Ashton Thomas Private Wealth
Arizona
$6.47M 255,709 -18,925 -7%
PWM
19
Praetorian Wealth Management
California
$6.17M 243,485 -8,895 -4%
Ameriprise
20
Ameriprise
Minnesota
$5.93M 234,012 +8,750 +4%
LIM
21
Leavell Investment Management
Alabama
$4.97M 196,181 +205 +0.1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.8M 189,569 +5,273 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.5M 177,847 +15,927 +10%
CWP
24
Cyndeo Wealth Partners
Florida
$3.75M 147,923 -3,070 -2%
P
25
Paradiem
Louisiana
$3.44M 135,772 – –
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