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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
ICG
76
InterOcean Capital Group
Tennessee
$2.46M -$4.9M -208,141 -67%
SAG
77
SageView Advisory Group
California
$2.44M +$155K +6,570 +7%
DSA
78
Droms Strauss Advisors
Missouri
$2.42M +$253K +10,739 +12%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$2.41M +$60.4K +2,564 +3%
IWC
80
Integrated Wealth Concepts
Massachusetts
$2.33M -$108K -4,602 -4%
BEI
81
Benjamin Edwards Inc
Missouri
$2.32M +$3.6K +153 +0.2%
HFRG
82
Houlihan Financial Resource Group
Virginia
$2.25M +$995K +42,263 +80%
KNW
83
Kesler Norman & Wride
Utah
$2.23M -$76K -3,230 -3%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$2.17M -$192K -8,157 -8%
WI
85
WrapManager Inc
California
$2.17M +$150K +6,378 +7%
JP Morgan Chase
86
JP Morgan Chase
New York
$1.99M +$1.47M +62,544 +295%
VWM
87
Valley Wealth Managers
New Jersey
$1.95M +$9.77K +415 +0.5%
OAJ
88
Ogorek Anthony Joseph
New York
$1.75M +$1.74M +73,986 New
CWM
89
Centric Wealth Management
Illinois
$1.75M +$840K +35,679 +94%
SWM
90
Stockman Wealth Management
Montana
$1.68M +$157K +6,676 +10%
SG
91
Strid Group
Pennsylvania
$1.62M +$1.6M +68,080 New
MGIA
92
Matthew Goff Investment Advisor
Texas
$1.55M -$26.7K -1,133 -2%
WCP
93
Wick Capital Partners
Pennsylvania
$1.54M -$1.19M -50,606 -44%
CSPAM
94
Cary Street Partners Asset Management
Virginia
$1.52M +$1.35M +57,539 +864%
HCM
95
Howland Capital Management
Massachusetts
$1.52M +$1.51M +64,085 New
FFIC
96
First Fiduciary Investment Counsel
Ohio
$1.51M -$153K -6,520 -9%
RWM
97
Ritholtz Wealth Management
New York
$1.48M +$1.01M +42,745 +220%
MIH
98
Meitav Investment House
Israel
$1.42M +$473K +20,088 +51%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$1.41M
ACS
100
Archford Capital Strategies
Illinois
$1.39M +$222K +9,445 +19%