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iShares iBonds Dec 2026 Term Corporate ETF

211 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

248% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 33

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $1.05B → $1.19B (+$137M)

13% more funds holding

Funds holding: 187211 (+24)

0.26% less ownership

Funds ownership: 71.41%71.15% (-0.26%)

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
37
Increased
115
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
51
Signature Wealth Management Group
Georgia
$5.04M +$154K +6,524 +3%
FCA
52
FinTrust Capital Advisors
South Carolina
$4.84M
BPA
53
Beacon Pointe Advisors
California
$4.62M +$2.8M +118,880 +157%
IF
54
IRON Financial
Illinois
$4.6M -$30.7K -1,303 -0.7%
SCA
55
Snowden Capital Advisors
New York
$4.54M
EWA
56
EP Wealth Advisors
California
$4.51M +$4.33M +183,902 New
IA
57
IFP Advisors
Florida
$4.5M +$1.28M +54,251 +39%
AWS
58
Atria Wealth Solutions
New York
$4.29M +$4.25M +180,639 New
GT
59
Glenview Trust
Kentucky
$4.28M +$2.94M +124,928 +225%
Mariner
60
Mariner
Kansas
$4.24M +$300K +12,742 +8%
PWM
61
Praetorian Wealth Management
California
$4.2M +$199K +8,442 +5%
LWM
62
Lyell Wealth Management
California
$3.87M +$414K +17,585 +12%
GPA
63
Guidance Point Advisors
Massachusetts
$3.86M
OMC
64
Old Mission Capital
Illinois
$3.77M +$2.97M +126,166 +385%
FWMM
65
Foundation Wealth Management (Missouri)
Missouri
$3.74M
CA
66
CGN Advisors
Kansas
$3.73M +$143K +6,056 +4%
DADC
67
D.A. Davidson & Co
Montana
$3.67M -$579K -24,580 -14%
KF
68
Krilogy Financial
Missouri
$3.51M +$2.08M +88,470 +149%
Creative Planning
69
Creative Planning
Kansas
$3.5M +$1.2M +50,937 +53%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$3.26M +$1.5M +63,818 +87%
UCFA
71
United Capital Financial Advisors
Texas
$3.26M +$565K +23,986 +21%
VWMG
72
Virginia Wealth Management Group
Virginia
$2.96M +$108K +4,575 +4%
ABC
73
Associated Banc-Corp
Wisconsin
$2.9M +$162K +6,867 +6%
4FG
74
4Thought Financial Group
New York
$2.88M -$43.9K -1,867 -2%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.67M +$189K +8,025 +8%