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iShares iBonds Dec 2026 Term Muni Bond ETF

181 hedge funds and large institutions have $481M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 41

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $423M → $481M (+$57.9M)

4.25% more ownership

Funds ownership: 80.8%85.05% (+4.3%)

2% more funds holding

Funds holding: 178181 (+3)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
72
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$54.4M +$27M +1,052,645 +98%
Bank of America
2
Bank of America
North Carolina
$52.5M +$1.2M +46,736 +2%
RPC
3
Rossmore Private Capital
Connecticut
$37M +$36.7M +1,433,191 +12,212%
US Bancorp
4
US Bancorp
Minnesota
$17.7M -$838K -32,722 -5%
NA
5
NewEdge Advisors
Louisiana
$17.6M +$1.06M +41,503 +6%
LIA
6
LBMC Investment Advisors
Tennessee
$13.2M +$1.32M +51,650 +11%
Wells Fargo
7
Wells Fargo
California
$12.2M +$1.16M +45,367 +11%
KCM
8
Kathmere Capital Management
Pennsylvania
$12.1M -$55.5K -2,168 -0.5%
UBS Group
9
UBS Group
Switzerland
$10.8M -$502K -19,592 -4%
LPL Financial
10
LPL Financial
California
$10.5M +$380K +14,843 +4%
HBT
11
Hills Bank & Trust
Iowa
$10M +$222K +8,679 +2%
Lido Advisors
12
Lido Advisors
California
$9.74M +$88.6K +3,458 +0.9%
IWC
13
Integrated Wealth Concepts
Massachusetts
$9.66M -$157K -6,139 -2%
CIA
14
Covington Investment Advisors
Pennsylvania
$8.38M +$442K +17,250 +6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.84M +$504K +19,663 +7%
LIM
16
Leavell Investment Management
Alabama
$7.69M +$866K +33,800 +13%
Morgan Stanley
17
Morgan Stanley
New York
$7.33M -$1.31M -51,334 -15%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.8M -$1.16M -45,214 -15%
PWM
19
Praetorian Wealth Management
California
$6.19M +$187K +7,282 +3%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$5.53M +$1.2M +46,752 +28%
QFA
21
Quantum Financial Advisors
California
$5.35M +$256K +10,003 +5%
CTC
22
Central Trust Company
Missouri
$5.12M +$876K +34,199 +21%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.02M +$304K +11,884 +6%
HCM
24
Howland Capital Management
Massachusetts
$4.98M +$33.3K +1,300 +0.7%
Raymond James Financial
25
Raymond James Financial
Florida
$4.69M -$205K -8,011 -4%