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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
4FG
76
4Thought Financial Group
New York
$2.93M +$77.7K +3,290 +3%
ABC
77
Associated Banc-Corp
Wisconsin
$2.89M +$27.6K +1,169 +1%
SAG
78
SageView Advisory Group
California
$2.73M +$315K +13,327 +13%
GPA
79
Guidance Point Advisors
Massachusetts
$2.69M
DSA
80
Droms Strauss Advisors
Missouri
$2.62M +$238K +10,057 +10%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.56M -$81.4K -3,446 -3%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$2.55M +$170K +7,186 +7%
MSRI
83
Michael S. Ryan Inc
New York
$2.52M +$2.54M +107,694 New
EWA
84
EP Wealth Advisors
California
$2.37M -$4.32M -182,987 -100%
BEI
85
Benjamin Edwards Inc
Missouri
$2.28M -$19.4K -821 -0.8%
KNW
86
Kesler Norman & Wride
Utah
$2.24M +$29.8K +1,260 +1%
IWC
87
Integrated Wealth Concepts
Massachusetts
$2.22M -$84.2K -3,565 -4%
WI
88
WrapManager Inc
California
$2.18M +$28.3K +1,196 +1%
SG
89
Strid Group
Pennsylvania
$2.11M +$519K +21,987 +32%
JP Morgan Chase
90
JP Morgan Chase
New York
$2.03M +$66.3K +2,808 +3%
SWA
91
Stratos Wealth Advisors
Ohio
$2.02M
VWM
92
Valley Wealth Managers
New Jersey
$1.97M +$41.7K +1,767 +2%
LIM
93
Leavell Investment Management
Alabama
$1.86M +$512K +21,667 +38%
CSPAM
94
Cary Street Partners Asset Management
Virginia
$1.79M +$283K +11,991 +19%
CWM
95
Centric Wealth Management
Illinois
$1.78M +$60.3K +2,552 +3%
ACS
96
Archford Capital Strategies
Illinois
$1.61M +$240K +10,148 +17%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$273K +11,556 +21%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$1.58M -$574K -24,300 -27%
MGIA
99
Matthew Goff Investment Advisor
Texas
$1.55M +$16.7K +708 +1%
LB
100
Leo Brokerage
Texas
$1.54M +$1.08M +45,565 +226%