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iShares iBonds Dec 2026 Term Corporate ETF

439 hedge funds and large institutions have $2.63B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 179 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 146

1% more funds holding

Funds holding: 436439 (+3)

3.88% less ownership

Funds ownership: 68.12%64.23% (-3.9%)

6% less capital invested

Capital invested by funds: $2.79B → $2.63B (-$167M)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
439
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.41%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.23%
New
46
Increased
179
Reduced
146
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$237K
TWM
377
Trinity Wealth Management
Pennsylvania
$235K
Bessemer Group
378
Bessemer Group
New Jersey
$233K +$232K +9,594 New
TPI
379
Trust Point Inc
Wisconsin
$231K +$231K +9,532 New
NG
380
Novem Group
New York
$230K +$230K +9,475 New
OFS
381
OneAscent Financial Services
Alabama
$229K +$229K +9,449 New
CWS
382
Cypress Wealth Services
California
$228K
NA
383
Nestegg Advisors
New York
$226K -$333K -13,762 -60%
CFG
384
Certior Financial Group
Pennsylvania
$226K
MWM
385
Maridea Wealth Management
New York
$223K -$5.5K -227 -2%
JLBC
386
J.L. Bainbridge & Co
Florida
$222K
HSG
387
Helen Stephens Group
Texas
$221K +$221K +9,110 New
CWM
388
Calamos Wealth Management
Illinois
$220K
Calamos Advisors
389
Calamos Advisors
Illinois
$220K +$220K +9,060 New
CWA
390
Crusonia Wealth Advisors
Colorado
$219K +$1.48K +61 +0.7%
CL
391
Choreo LLC
Illinois
$216K +$216K +8,923 New
JAG
392
Journey Advisory Group
Kentucky
$210K -$18.6M -766,764 -99%
MWM
393
MinichMacGregor Wealth Management
New York
$208K
OHWP
394
Oak Harbor Wealth Partners
North Carolina
$207K +$5.31K +219 +3%
CFCI
395
Comprehensive Financial Consultants Institutional
Indiana
$207K
CWMK
396
Caliber Wealth Management (Kansas)
Kansas
$205K +$291 +12 +0.1%
AA
397
Alesco Advisors
New York
$202K
RWP
398
RWA Wealth Partners
Massachusetts
$201K
BWL
399
Bogart Wealth LLC
Virginia
$194K +$64.9K +2,677 +50%
TRCT
400
Tower Research Capital (TRC)
New York
$190K +$135K +5,562 +245%