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iShares iBonds Dec 2026 Term Muni Bond ETF

178 hedge funds and large institutions have $423M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 44

3% more funds holding

Funds holding: 173178 (+5)

5% less capital invested

Capital invested by funds: $444M → $423M (-$21.4M)

3.58% less ownership

Funds ownership: 84.38%80.8% (-3.6%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
75
Reduced
44
Closed
8
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
$51.4M +$1.01M +39,517 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$27.4M +$3.14M +122,334 +13%
US Bancorp
3
US Bancorp
Minnesota
$18.5M -$342K -13,332 -2%
NA
4
NewEdge Advisors
Louisiana
$16.6M +$771K +30,053 +5%
CA
5
Clearstead Advisors
Ohio
$12.3M -$10.4M -404,595 -46%
KCM
6
Kathmere Capital Management
Pennsylvania
$12.2M -$5.98K -233 -0%
LIA
7
LBMC Investment Advisors
Tennessee
$11.9M +$1.34M +52,153 +13%
UBS Group
8
UBS Group
Switzerland
$11.3M -$165K -6,431 -1%
Wells Fargo
9
Wells Fargo
California
$11M -$1.91M -74,346 -15%
LPL Financial
10
LPL Financial
California
$10.1M +$173K +6,764 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$9.83M +$1.19M +46,352 +14%
HBT
12
Hills Bank & Trust
Iowa
$9.8M -$29.4K -1,147 -0.3%
Lido Advisors
13
Lido Advisors
California
$9.65M +$1.46M +57,119 +18%
Morgan Stanley
14
Morgan Stanley
New York
$8.65M -$9M -351,087 -51%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.96M -$505K -19,675 -6%
CIA
16
Covington Investment Advisors
Pennsylvania
$7.95M +$83.1K +3,240 +1%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.34M -$36.5K -1,422 -0.5%
LIM
18
Leavell Investment Management
Alabama
$6.83M -$126K -4,900 -2%
PWM
19
Praetorian Wealth Management
California
$6.01M -$73.8K -2,879 -1%
QFA
20
Quantum Financial Advisors
California
$5.1M +$1.09M +42,381 +27%
HCM
21
Howland Capital Management
Massachusetts
$4.95M +$101K +3,950 +2%
Raymond James Financial
22
Raymond James Financial
Florida
$4.9M -$363K -14,144 -7%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.71M +$55.3K +2,158 +1%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$4.33M -$945K -36,837 -18%
CTC
25
Central Trust Company
Missouri
$4.24M -$188K -7,327 -4%