We are live on ! Find out more
IBDR icon

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
SC
151
Savant Capital
Illinois
$439K +$97.6K +4,148 +29%
APP
152
Avantax Planning Partners
Iowa
$438K +$82.4K +3,502 +23%
CWM
153
Cornerstone Wealth Management
Missouri
$434K +$430K +18,275 New
BSSFA
154
Baron Silver Stevens Financial Advisors
Florida
$432K
RSWM
155
Robertson Stephens Wealth Management
California
$432K
MMHP
156
Murphy Middleton Hinkle & Parker
Georgia
$425K -$4.9K -208 -1%
HIA
157
Harbor Investment Advisory
Maryland
$420K
BFG
158
Beacon Financial Group
Texas
$413K
WJA
159
Willis Johnson & Associates
Texas
$407K +$403K +17,140 New
RCA
160
Ranch Capital Advisors
Florida
$407K +$26.8K +1,140 +7%
TFS
161
Thoroughbred Financial Services
Tennessee
$400K +$48K +2,038 +14%
OCAM
162
Onex Canada Asset Management
Ontario, Canada
$380K
CSIA
163
Conrad Siegel Investment Advisors
Pennsylvania
$346K +$1.81K +77 +0.5%
PPP
164
Private Portfolio Partners
New Jersey
$346K +$343K +14,562 New
AM
165
Atwater Malick
Pennsylvania
$338K +$30.4K +1,290 +10%
PB
166
Pinnacle Bancorp
Nebraska
$337K +$161K +6,845 +93%
MA
167
Mutual Advisors
Nebraska
$336K +$21.5K +914 +7%
PA
168
Parallel Advisors
California
$332K +$329K +13,975 New
SS
169
Sunbelt Securities
Texas
$331K +$39.5K +1,677 +14%
SWP
170
Summit Wealth Partners
Florida
$326K +$324K +13,746 New
TB
171
Treynor Bancshares
Iowa
$322K +$1.13K +48 +0.4%
VNA
172
Valley National Advisers
Pennsylvania
$319K +$188 +8 +0.1%
HWM
173
Horizons Wealth Management
North Carolina
$316K -$7.98K -339 -2%
PJSIMP
174
P.J. Schmidt Investment Management (PJS)
Wisconsin
$315K +$313K +13,296 New
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
$306K +$304K +12,912 New