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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
LIM
101
Leavell Investment Management
Alabama
$1.37M +$441K +18,725 +48%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$555K +23,574 +72%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$1.32M +$6.33K +269 +0.5%
RFN
104
Redwood Financial Network
Ohio
$1.3M +$18.1K +768 +1%
Renaissance Technologies
105
Renaissance Technologies
New York
$1.28M +$151K +6,435 +14%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$1.27M +$931K +39,575 +286%
CPIA
107
Cornell Pochily Investment Advisors
New York
$1.23M +$25.1K +1,067 +2%
EWS
108
Evergreen Wealth Solutions
Pennsylvania
$1.18M +$1.17M +49,549 New
FNB
109
Farmers National Bank
Kentucky
$1.13M +$46.5K +1,977 +4%
MMA
110
Miracle Mile Advisors
California
$1.1M -$21.1M -894,504 -95%
SWA
111
Stratos Wealth Advisors
Ohio
$1.09M
MML Investors Services
112
MML Investors Services
Massachusetts
$1.09M +$337K +14,330 +46%
SC
113
Saiph Capital
New Jersey
$1.09M -$365K -15,519 -25%
CIA
114
Covington Investment Advisors
Pennsylvania
$1M +$996K +42,315 New
BSAM
115
Blue Square Asset Management
New York
$991K
MA
116
MONECO Advisors
Connecticut
$990K +$982K +41,710 New
NC
117
NovaPoint Capital
Georgia
$989K +$12K +509 +1%
ADL
118
Asset Dedication LLC
California
$985K
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$973K -$75.8K -3,220 -7%
CCM
120
Coldstream Capital Management
Washington
$965K +$108K +4,580 +13%
AF
121
Allworth Financial
California
$963K +$40.5K +1,719 +4%
CIAS
122
CFS Investment Advisory Services
New Jersey
$945K +$111K +4,735 +13%
NG
123
Northstar Group
New York
$941K
TF
124
TLWM Financial
Texas
$928K -$10.7K -455 -1%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$886K +$43.6K +1,854 +5%