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iShares iBonds Dec 2026 Term Muni Bond ETF

193 hedge funds and large institutions have $484M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.35% less ownership

Funds ownership: 85.05%84.7% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 57

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$50.9M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$40.4M
RPC
3
Rossmore Private Capital
Connecticut
$37M
NA
4
NewEdge Advisors
Louisiana
$17.9M
US Bancorp
5
US Bancorp
Minnesota
$16.5M
Lido Advisors
6
Lido Advisors
California
$14.6M
LIA
7
LBMC Investment Advisors
Tennessee
$13.5M
Wells Fargo
8
Wells Fargo
California
$11.9M
KCM
9
Kathmere Capital Management
Pennsylvania
$11.8M
LPL Financial
10
LPL Financial
California
$10.4M
HBT
11
Hills Bank & Trust
Iowa
$10M
UBS Group
12
UBS Group
Switzerland
$9.77M
IWC
13
Integrated Wealth Concepts
Massachusetts
$9.39M
Morgan Stanley
14
Morgan Stanley
New York
$8.51M
CIA
15
Covington Investment Advisors
Pennsylvania
$8.3M
P
16
Paradiem
Louisiana
$7.54M
HighTower Advisors
17
HighTower Advisors
Illinois
$6.87M
LIM
18
Leavell Investment Management
Alabama
$6.56M
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.49M
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.94M
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$5.83M
PWM
22
Praetorian Wealth Management
California
$5.5M
CTC
23
Central Trust Company
Missouri
$5.28M
CWP
24
Cyndeo Wealth Partners
Florida
$4.86M
HCM
25
Howland Capital Management
Massachusetts
$4.72M