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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

158 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
66
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$1.96M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.3M
3
HCM
3
Howland Capital Management
Massachusetts
$4.17M
4
LIA
4
LBMC Investment Advisors
Tennessee
$8.1M
5
Bank of America
5
Bank of America
North Carolina
$40M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.7M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$16.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$0
5
CA
5
Crumly & Associates
Illinois
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40M 1,560,822 +49,501 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$25.4M 992,695 +11,701 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.7M 925,072 +40,778 +5%
Morgan Stanley
4
Morgan Stanley
New York
$20.7M 805,719 -59,890 -7%
CA
5
Clearstead Advisors
Ohio
$20.5M 798,488 +25,146 +3%
UBS Group
6
UBS Group
Switzerland
$19.3M 752,048 +22,210 +3%
US Bancorp
7
US Bancorp
Minnesota
$17.9M 697,208 +31,242 +5%
KCM
8
Kathmere Capital Management
Pennsylvania
$16.2M 630,761 -56,720 -8%
NA
9
NewEdge Advisors
Louisiana
$14.3M 557,622 +9,858 +2%
Wells Fargo
10
Wells Fargo
California
$12.6M 491,201 -611 -0.1%
Corient Private Wealth
11
Corient Private Wealth
Florida
$10.1M 391,857 -16,776 -4%
LIA
12
LBMC Investment Advisors
Tennessee
$8.1M 315,909 +57,928 +22%
HBT
13
Hills Bank & Trust
Iowa
$7.99M 311,484 +35,626 +13%
CIA
14
Covington Investment Advisors
Pennsylvania
$7.65M 298,050 -300 -0.1%
LPL Financial
15
LPL Financial
California
$7.61M 296,491 -1,621 -0.5%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.56M 294,731 +33,366 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.34M 286,104 +7,668 +3%
Ameriprise
18
Ameriprise
Minnesota
$6.9M 268,876 +34,864 +15%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$6.32M 246,492 -9,217 -4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.3M 245,588 +67,741 +38%
PWM
21
Praetorian Wealth Management
California
$5.94M 231,713 -11,772 -5%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.78M 225,318 +35,749 +19%
LIM
23
Leavell Investment Management
Alabama
$5.31M 207,114 +10,933 +6%
CWP
24
Cyndeo Wealth Partners
Florida
$4.24M 165,464 +17,541 +12%
HCM
25
Howland Capital Management
Massachusetts
$4.17M 162,705 +60,040 +58%
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