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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
SWM
126
Segment Wealth Management
Texas
$869K +$188K +8,000 +28%
DE
127
Day & Ennis
Georgia
$855K -$1.27K -54 -0.1%
PFM
128
Phillips Financial Management
Indiana
$853K +$846K +35,963 New
CA
129
Cetera Advisors
Colorado
$851K +$28.7K +1,221 +4%
LNC
130
Lincoln National Corp
Pennsylvania
$838K
RFC
131
Regions Financial Corp
Alabama
$817K +$99K +4,208 +14%
SFO
132
Stokes Family Office
Louisiana
$807K
TCCM
133
Timber Creek Capital Management
Massachusetts
$790K -$78.1K -3,320 -9%
BWM
134
BerganKDV Wealth Management
Minnesota
$770K +$62.6K +2,658 +9%
IF
135
Ironwood Financial
Arizona
$744K +$83.3K +3,540 +13%
GVAG
136
Great Valley Advisor Group
Delaware
$739K -$54.1K -2,297 -7%
FIB
137
First Interstate Bank
Montana
$728K +$342K +14,541 +90%
CPRC
138
Consolidated Portfolio Review Corp
New York
$701K +$695K +29,528 New
FNT
139
First National Trust
Pennsylvania
$699K +$387K +16,448 +127%
ECM
140
Exchange Capital Management
Michigan
$672K +$894 +38 +0.1%
HS
141
Horan Securities
United States
$663K +$575K +24,447 +702%
DWT
142
Dorsey & Whitney Trust
South Dakota
$617K
MSWM
143
McGlone Suttner Wealth Management
Wisconsin
$586K +$582K +24,708 New
GGI
144
Godsey & Gibb Inc
Virginia
$566K -$541K -22,980 -49%
SAM
145
Summit Asset Management
Tennessee
$526K +$95.3K +4,050 +22%
CTA
146
Chesley Taft & Associates
Illinois
$498K +$65.9K +2,800 +15%
AIM
147
Arcadia Investment Management
Michigan
$498K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$492K +$434K +18,419 +798%
LB
149
Leo Brokerage
Texas
$478K +$474K +20,129 New
GHA
150
Granite Harbor Advisors
Texas
$444K +$26.7K +1,133 +6%