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iShares iBonds Dec 2026 Term Corporate ETF

238 hedge funds and large institutions have $1.38B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
40
Increased
123
Reduced
45
Closed
7
Calls
$1.65M
Puts
Net Calls
+$1.65M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
151
Fortis Capital Management
Washington
$699K +$500K +21,430 +251%
FNT
152
First National Trust
Pennsylvania
$698K +$10.5K +452 +2%
DE
153
Day & Ennis
Georgia
$687K -$130K -5,582 -16%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$668K -$162K -6,924 -19%
CTA
155
Chesley Taft & Associates
Illinois
$658K +$60.7K +2,600 +10%
GHA
156
Granite Harbor Advisors
Texas
$652K
OMC
157
Old Mission Capital
Illinois
$648K +$648K +27,754 New
ECM
158
Exchange Capital Management
Michigan
$638K
SAM
159
Summit Asset Management
Tennessee
$632K +$105K +4,515 +20%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$614K +$614K +26,305 New
DWT
161
Dorsey & Whitney Trust
South Dakota
$607K
CIAS
162
CFS Investment Advisory Services
New Jersey
$588K -$273K -11,699 -32%
RWP
163
Reliant Wealth Planning
Kentucky
$560K +$560K +23,985 New
4WM
164
4J Wealth Management
Virginia
$557K -$135K -5,781 -20%
SWP
165
Summit Wealth Partners
Florida
$534K +$120K +5,140 +29%
CWM
166
Cornerstone Wealth Management
Missouri
$518K +$63K +2,698 +14%
AGP
167
Autumn Glory Partners
Texas
$505K +$150K +6,411 +42%
1WM
168
1900 Wealth Management
Texas
$483K +$7.56K +324 +2%
DP
169
Dearborn Partners
Illinois
$477K +$477K +20,445 New
RSWM
170
Robertson Stephens Wealth Management
California
$474K -$477K
KPWS
171
Kestra Private Wealth Services
Texas
$469K +$110K +4,709 +31%
BC
172
Barrett & Company
Rhode Island
$464K +$73.5K +3,149 +19%
AM
173
Atwater Malick
Pennsylvania
$451K +$94.6K +4,055 +27%
LF
174
Lee Financial
Texas
$451K +$451K +19,330 New
APP
175
Avantax Planning Partners
Iowa
$444K +$12.3K +528 +3%