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iShares iBonds Dec 2026 Term Muni Bond ETF
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Overview Fund Activity

170 hedge funds and large institutions have $441M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.3M
3
Bank of America
Bank of America
North Carolina
$50.3M
4
HBT
Hills Bank & Trust
Iowa
$9.82M
5
Jane Street
Jane Street
New York
$2.12M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$5.25M
2
PA
PSI Advisors
Florida
$0
3
KCM
Kathmere Capital Management
Pennsylvania
$12.1M
4
WWM
WJ Wealth Management
Arizona
$312K
5
CWP
Cyndeo Wealth Partners
Florida
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.3M +$1.97M +76,846 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M +$2.26M +88,311 +10%
CA
3
Clearstead Advisors
Ohio
$22.6M +$685K +26,753 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.5M +$115K +4,507 +0.5%
US Bancorp
5
US Bancorp
Minnesota
$18.8M +$1.19M +46,443 +7%
Morgan Stanley
6
Morgan Stanley
New York
$17.6M +$15.8K +615 +0.1%
NA
7
NewEdge Advisors
Louisiana
$15.8M +$1.17M +45,604 +8%
Wells Fargo
8
Wells Fargo
California
$12.9M +$257K +10,020 +2%
KCM
9
Kathmere Capital Management
Pennsylvania
$12.1M -$1.39M -54,352 -10%
UBS Group
10
UBS Group
Switzerland
$11.5M -$550K -21,451 -5%
LIA
11
LBMC Investment Advisors
Tennessee
$10.6M +$1.16M +45,434 +12%
LPL Financial
12
LPL Financial
California
$9.96M +$19.1K +744 +0.2%
HBT
13
Hills Bank & Trust
Iowa
$9.82M +$1.48M +57,767 +18%
IWC
14
Integrated Wealth Concepts
Massachusetts
$8.62M +$289K +11,287 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.46M -$375K -14,649 -4%
Lido Advisors
16
Lido Advisors
California
$8.18M +$942K +36,767 +13%
CIA
17
Covington Investment Advisors
Pennsylvania
$7.86M +$136K +5,300 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.36M +$477K +18,602 +7%
LIM
19
Leavell Investment Management
Alabama
$6.94M +$125K +4,873 +2%
PWM
20
Praetorian Wealth Management
California
$6.08M +$7K +273 +0.1%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$5.27M +$1.24M +48,253 +31%
Raymond James Financial
22
Raymond James Financial
Florida
$5.25M -$2.06M -80,350 -28%
HCM
23
Howland Capital Management
Massachusetts
$4.84M +$182K +7,120 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.65M +$953K +37,187 +26%
CTC
25
Central Trust Company
Missouri
$4.42M +$274K +10,674 +7%
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