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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

176 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
70
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.2M
2
Lido Advisors
2
Lido Advisors
California
$7.22M
3
LPL Financial
3
LPL Financial
California
$9.92M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.1M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.05M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.25M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$608K
3
UBS Group
3
UBS Group
Switzerland
$12M
4
Ameriprise
4
Ameriprise
Minnesota
$4.04M
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.2M 1,886,518 +137,902 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.3M 873,501 -75,521 -8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$22M 859,031 -7,327 -0.8%
CA
4
Clearstead Advisors
Ohio
$21.9M 855,421 -7,884 -0.9%
US Bancorp
5
US Bancorp
Minnesota
$17.6M 688,099 -23,251 -3%
Morgan Stanley
6
Morgan Stanley
New York
$17.6M 687,559 -21,544 -3%
NA
7
NewEdge Advisors
Louisiana
$14.6M 569,568 +10,133 +2%
KCM
8
Kathmere Capital Management
Pennsylvania
$13.5M 528,357 -94,557 -15%
Wells Fargo
9
Wells Fargo
California
$12.6M 493,053 +6,179 +1%
UBS Group
10
UBS Group
Switzerland
$12M 468,920 -184,787 -28%
LPL Financial
11
LPL Financial
California
$9.92M 387,913 +49,803 +15%
LIA
12
LBMC Investment Advisors
Tennessee
$9.37M 366,493 +36,694 +11%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.81M 344,628 -6,470 -2%
HBT
14
Hills Bank & Trust
Iowa
$8.32M 325,445 +1,413 +0.4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$8.31M 325,296 +20,544 +7%
CIA
16
Covington Investment Advisors
Pennsylvania
$7.78M 301,290 +7,250 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$7.29M 285,347 -83,875 -23%
Lido Advisors
18
Lido Advisors
California
$7.22M 282,329 +135,094 +92%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.87M 268,783 -2,593 -1%
LIM
20
Leavell Investment Management
Alabama
$6.8M 266,114 +9,000 +4%
PWM
21
Praetorian Wealth Management
California
$6.06M 236,902 +2,940 +1%
HCM
22
Howland Capital Management
Massachusetts
$4.64M 181,686 +16,331 +10%
CTC
23
Central Trust Company
Missouri
$4.14M 162,001 -7,706 -5%
CWP
24
Cyndeo Wealth Partners
Florida
$4.14M 161,854 -11,128 -6%
Ameriprise
25
Ameriprise
Minnesota
$4.04M 158,254 -161,733 -51%
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