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iShares iBonds Dec 2031 Term Muni Bond ETF

59 hedge funds and large institutions have $62.8M invested in iShares iBonds Dec 2031 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 2

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $52.4M → $62.8M (+$10.4M)

18% more funds holding

Funds holding: 5059 (+9)

27.06% less ownership

Funds ownership: 103.53%76.47% (-27%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$608K +$1.8K +69 +0.3%
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$590K +$600K +23,000 New
Stifel Financial
28
Stifel Financial
Missouri
$549K +$71.7K +2,747 +15%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$487K +$100K +3,834 +25%
GWCM
30
Godshalk Welsh Capital Management
Pennsylvania
$436K +$183K +7,000 +70%
Raymond James Financial
31
Raymond James Financial
Florida
$428K +$14.4K +550 +3%
DSA
32
Droms Strauss Advisors
Missouri
$425K +$73K +2,798 +20%
PA
33
Parallel Advisors
California
$400K
IA
34
IFP Advisors
Florida
$382K +$83.8K +3,210 +27%
LPL Financial
35
LPL Financial
California
$380K +$386K +14,803 New
SIC
36
Sigma Investment Counselors
Michigan
$376K +$125K +4,790 +49%
CWP
37
Cyndeo Wealth Partners
Florida
$360K +$366K +14,008 New
BPA
38
Beacon Pointe Advisors
California
$341K +$346K +13,272 New
PSIWM
39
Paradigm Strategies in Wealth Management
Minnesota
$340K +$346K +13,264 New
HF
40
HRT Financial
New York
$340K +$346K +13,276 New
SPWG
41
Syntegra Private Wealth Group
Missouri
$298K
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$283K +10,840 New
CIA
43
Capital Investment Advisors
Georgia
$263K -$51.6K -1,979 -16%
RPC
44
Rossmore Private Capital
Connecticut
$263K +$149K +5,715 +126%
HCM
45
Howland Capital Management
Massachusetts
$252K +$20.9K +800 +9%
CPIA
46
Cornell Pochily Investment Advisors
New York
$235K +$239K +9,150 New
Morgan Stanley
47
Morgan Stanley
New York
$162K +$9.47K +363 +6%
CBT
48
Crews Bank & Trust
Florida
$109K
HI
49
Harbour Investments
Wisconsin
$87.3K +$62.2K +2,385 +235%
AA
50
Addison Advisors
Vermont
$82.3K