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iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $432M 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, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

4% less capital invested

Capital invested by funds: $448M → $432M (-$16.2M)

2% less funds holding

Funds holding: 181178 (-3)

2.9% less ownership

Funds ownership: 88.16%85.26% (-2.9%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% 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
57
Closed
11
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
$48.2M +$3.52M +137,902 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.3M -$1.93M -75,521 -8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$22M -$187K -7,327 -0.8%
CA
4
Clearstead Advisors
Ohio
$21.9M -$201K -7,884 -0.9%
US Bancorp
5
US Bancorp
Minnesota
$17.6M -$594K -23,251 -3%
Morgan Stanley
6
Morgan Stanley
New York
$17.6M -$550K -21,544 -3%
NA
7
NewEdge Advisors
Louisiana
$14.6M +$259K +10,133 +2%
KCM
8
Kathmere Capital Management
Pennsylvania
$13.5M -$2.41M -94,557 -15%
Wells Fargo
9
Wells Fargo
California
$12.6M +$158K +6,179 +1%
UBS Group
10
UBS Group
Switzerland
$12M -$4.72M -184,787 -28%
LPL Financial
11
LPL Financial
California
$9.92M +$1.27M +49,803 +15%
LIA
12
LBMC Investment Advisors
Tennessee
$9.37M +$937K +36,694 +11%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.81M -$165K -6,470 -2%
HBT
14
Hills Bank & Trust
Iowa
$8.32M +$36.1K +1,413 +0.4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$8.31M +$524K +20,544 +7%
CIA
16
Covington Investment Advisors
Pennsylvania
$7.78M +$185K +7,250 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$7.29M -$2.14M -83,875 -23%
Lido Advisors
18
Lido Advisors
California
$7.22M +$3.45M +135,094 +92%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.87M -$66.2K -2,593 -1%
LIM
20
Leavell Investment Management
Alabama
$6.8M +$230K +9,000 +4%
PWM
21
Praetorian Wealth Management
California
$6.06M +$75K +2,940 +1%
HCM
22
Howland Capital Management
Massachusetts
$4.64M +$417K +16,331 +10%
CTC
23
Central Trust Company
Missouri
$4.14M -$197K -7,706 -5%
CWP
24
Cyndeo Wealth Partners
Florida
$4.14M -$284K -11,128 -6%
Ameriprise
25
Ameriprise
Minnesota
$4.04M -$4.13M -161,733 -51%