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iShares iBonds Dec 2026 Term Corporate ETF

389 hedge funds and large institutions have $2.4B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 201 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

131% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 87

32% more funds holding in top 10

Funds holding in top 10: 1925 (+6)

6% more funds holding

Funds holding: 366389 (+23)

0.51% less ownership

Funds ownership: 69.69%69.18% (-0.51%)

8% less capital invested

Capital invested by funds: $2.6B → $2.4B (-$201M)

Holders
389
Holders Change
+23
Holders Change %
+6.28%
% of All Funds
5.22%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
45
Increased
201
Reduced
87
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Coldstream Capital Management
Washington
$2.57M +$292K +12,116 +13%
PFS
152
Prospera Financial Services
Texas
$2.57M +$2.56M +106,288 New
SWM
153
Scissortail Wealth Management
Oklahoma
$2.56M +$469K +19,432 +22%
CPIA
154
Cornell Pochily Investment Advisors
New York
$2.56M +$782K +32,407 +44%
SMC
155
Smith, Moore & Co
Missouri
$2.51M -$187K -7,745 -7%
MSRI
156
Michael S. Ryan Inc
New York
$2.47M -$899K -37,255 -27%
FMWA
157
Forvis Mazars Wealth Advisors
Missouri
$2.39M -$12K -496 -0.5%
RFC
158
Regions Financial Corp
Alabama
$2.27M +$477K +19,753 +27%
BCI
159
Brinker Capital Investments
Pennsylvania
$2.22M +$29.7K +1,229 +1%
OPS
160
Orion Portfolio Solutions
Nebraska
$2.22M +$29.7K +1,229 +1%
KPWS
161
Kestra Private Wealth Services
Texas
$2.21M +$1M +41,471 +83%
MML Investors Services
162
MML Investors Services
Massachusetts
$2.21M +$133K +5,515 +6%
PFM
163
Phillips Financial Management
Indiana
$2.17M
HBT
164
Heartland Bank & Trust
Illinois
$2.09M +$465K +19,285 +29%
EWS
165
Evergreen Wealth Solutions
Pennsylvania
$2.09M -$262K -10,874 -11%
CTA
166
Chesley Taft & Associates
Illinois
$2.08M +$30.6K +1,269 +1%
CSP
167
Cary Street Partners
Virginia
$2.08M -$141K -5,835 -6%
KFAA
168
Klaas Financial Asset Advisors
Illinois
$2.07M +$894K +37,036 +76%
FCM
169
Fortis Capital Management
Washington
$2.07M -$213K -8,845 -9%
CIA
170
Covington Investment Advisors
Pennsylvania
$2.02M +$51.8K +2,145 +3%
MW
171
Members Wealth
Pennsylvania
$1.97M +$270K +11,174 +16%
FFIC
172
First Fiduciary Investment Counsel
Ohio
$1.92M -$35.8K -1,485 -2%
BL
173
Balentine LLC
Georgia
$1.91M +$145K +5,995 +8%
First Manhattan
174
First Manhattan
New York
$1.89M +$675K +27,957 +56%
VWM
175
Valley Wealth Managers
New Jersey
$1.86M -$94.8K -3,930 -5%