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iShares iBonds Dec 2026 Term Corporate ETF

210 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 46

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$136M)

0.21% more ownership

Funds ownership: 71.15%71.37% (+0.21%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 211210 (-1)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
20
Increased
111
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$5.22M -$1.97M -83,479 -27%
SWMG
52
Signature Wealth Management Group
Georgia
$5.08M +$105K +4,441 +2%
MA
53
MCF Advisors
Kentucky
$4.92M -$1.12M -47,221 -18%
GT
54
Glenview Trust
Kentucky
$4.91M +$676K +28,635 +16%
FCA
55
FinTrust Capital Advisors
South Carolina
$4.84M
CTC
56
Central Trust Company
Missouri
$4.73M -$1.64M -69,244 -26%
LWM
57
Lyell Wealth Management
California
$4.59M +$776K +32,830 +20%
IF
58
IRON Financial
Illinois
$4.56M +$13.9K +590 +0.3%
KAS
59
Kestra Advisory Services
Texas
$4.43M -$803K -33,983 -15%
AWS
60
Atria Wealth Solutions
New York
$4.4M +$161K +6,822 +4%
Mariner
61
Mariner
Kansas
$4.32M +$133K +5,624 +3%
PWM
62
Praetorian Wealth Management
California
$4.25M +$94.1K +3,983 +2%
UCFA
63
United Capital Financial Advisors
Texas
$4.01M +$792K +33,519 +24%
CA
64
CGN Advisors
Kansas
$3.96M +$268K +11,323 +7%
Creative Planning
65
Creative Planning
Kansas
$3.96M +$504K +21,330 +14%
OAJ
66
Ogorek Anthony Joseph
New York
$3.89M +$2.16M +91,613 +124%
Lido Advisors
67
Lido Advisors
California
$3.75M
IA
68
IFP Advisors
Florida
$3.68M -$860K -36,418 -19%
DADC
69
D.A. Davidson & Co
Montana
$3.66M +$31.4K +1,331 +0.9%
FWMM
70
Foundation Wealth Management (Missouri)
Missouri
$3.55M
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$3.5M +$271K +11,472 +8%
KF
72
Krilogy Financial
Missouri
$3.49M +$20.7K +875 +0.6%
ICG
73
InterOcean Capital Group
Tennessee
$3.43M +$1.01M +42,620 +41%
VWMG
74
Virginia Wealth Management Group
Virginia
$2.98M +$50.6K +2,140 +2%
HCM
75
Howland Capital Management
Massachusetts
$2.98M +$1.48M +62,695 +98%