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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
CWS
176
Cypress Wealth Services
California
$303K -$10.5K -445 -3%
AMM
177
American Money Management
California
$301K
PWM
178
Perigon Wealth Management
California
$297K +$295K +12,519 New
NDSI
179
Newman Dignan & Sheerar Inc
Rhode Island
$286K
CFGS
180
Concourse Financial Group Securities
Alabama
$266K +$40.8K +1,732 +18%
ES
181
Eagle Strategies
New York
$258K +$1.34K +57 +0.5%
GBWM
182
Granite Bay Wealth Management
New Hampshire
$249K +$247K +10,500 New
RJT
183
Raymond James Trust
Florida
$247K
CAN
184
Cetera Advisor Networks
California
$241K +$7.3K +310 +3%
RBC
185
Roble Belko & Company
Pennsylvania
$240K
Lido Advisors
186
Lido Advisors
California
$237K
WFA
187
Wells Financial Advisors
Massachusetts
$236K
ACA
188
Anchor Capital Advisors
Massachusetts
$236K
CFCI
189
Comprehensive Financial Consultants Institutional
Indiana
$230K
CHAM
190
Clear Harbor Asset Management
Connecticut
$227K
KC
191
Kades & Cheifetz
Pennsylvania
$226K +$224K +9,530 New
SPC
192
Sigma Planning Corp
Michigan
$226K +$224K +9,519 New
VCM
193
Vigilant Capital Management
Maine
$220K +$98.9K +4,200 +83%
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$218K +$216K +9,173 New
BC
195
Barrett & Company
Rhode Island
$207K +$123K +5,242 +151%
DWA
196
Delap Wealth Advisory
Oregon
$203K +$201K +8,542 New
LSA
197
L & S Advisors
California
$203K +$201K +8,540 New
EW
198
Element Wealth
Mississippi
$177K +$64.8K +2,753 +58%
BONH
199
Bank of New Hampshire
New Hampshire
$160K
BCV
200
Banque Cantonale Vaudoise
Switzerland
$151K -$22K -934 -13%