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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
Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.31%
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
Shares
Change %
BSAM
126
Blue Square Asset Management
New York
$880K -$991K
SWM
127
Segment Wealth Management
Texas
$879K +$19.2K +820 +2%
TF
128
TLWM Financial
Texas
$872K -$46K -1,959 -5%
CIAS
129
CFS Investment Advisory Services
New Jersey
$866K -$68.2K -2,907 -7%
PFM
130
Phillips Financial Management
Indiana
$856K +$11.7K +498 +1%
IF
131
Ironwood Financial
Arizona
$839K +$102K +4,356 +14%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$834K -$43K -1,833 -5%
DE
133
Day & Ennis
Georgia
$822K -$23.6K -1,006 -3%
CFS
134
Cannon Financial Strategists
Georgia
$820K +$820K +34,935 New
RFC
135
Regions Financial Corp
Alabama
$808K
SFO
136
Stokes Family Office
Louisiana
$798K
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$771K +$771K +32,842 New
TCCM
138
Timber Creek Capital Management
Massachusetts
$762K -$19.7K -841 -3%
BWM
139
BerganKDV Wealth Management
Minnesota
$739K -$22.3K -948 -3%
GVAG
140
Great Valley Advisor Group
Delaware
$734K +$2.42K +103 +0.3%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$729K +$243K +10,334 +50%
FIB
142
First Interstate Bank
Montana
$720K
CPRC
143
Consolidated Portfolio Review Corp
New York
$700K +$6.83K +291 +1%
4WM
144
4J Wealth Management
Virginia
$696K +$696K +29,637 New
FNT
145
First National Trust
Pennsylvania
$691K
HS
146
Horan Securities
United States
$680K +$24.3K +1,034 +4%
GHA
147
Granite Harbor Advisors
Texas
$656K +$217K +9,246 +49%
SWA
148
Sax Wealth Advisors
New Jersey
$649K +$649K +27,650 New
ECM
149
Exchange Capital Management
Michigan
$642K -$22.7K -967 -3%
DWT
150
Dorsey & Whitney Trust
South Dakota
$610K