We are live on ! Find out more
IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF

124 hedge funds and large institutions have $843M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $738M → $843M (+$105M)

6.25% more ownership

Funds ownership: 75.44%81.69% (+6.3%)

0% more funds holding

Funds holding: 124124 (0)

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
14
Increased
62
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$179M +$91.4M +3,613,980 +99%
CAI
2
Capital Advisors Inc
Oklahoma
$95.3M +$1.03M +40,710 +1%
Bank of America
3
Bank of America
North Carolina
$66.4M +$5.97M +236,209 +10%
Morgan Stanley
4
Morgan Stanley
New York
$32.6M -$3.05M -120,762 -8%
SIC
5
Sigma Investment Counselors
Michigan
$27.3M +$790K +31,246 +3%
CIA
6
Capital Investment Advisors
Georgia
$26.6M +$2.84M +112,484 +12%
Truist Financial
7
Truist Financial
North Carolina
$23.1M +$395K +15,605 +2%
CIM
8
Confluence Investment Management
Missouri
$21.1M +$3.46M +136,815 +19%
LPL Financial
9
LPL Financial
California
$20.8M +$2M +79,264 +10%
KCM
10
Karp Capital Management
California
$20.2M -$236K -9,332 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.5M +$9.84M +388,996 +108%
RW
12
RVW Wealth
California
$18.2M +$244K +9,667 +1%
Wells Fargo
13
Wells Fargo
California
$16.5M -$2.22M -87,809 -12%
Stifel Financial
14
Stifel Financial
Missouri
$16.4M +$13.4M +531,057 +400%
US Bancorp
15
US Bancorp
Minnesota
$15.2M -$1.29M -50,991 -8%
HighTower Advisors
16
HighTower Advisors
Illinois
$14.5M
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$12.9M +$1.46M +57,531 +12%
UBS Group
18
UBS Group
Switzerland
$11.6M +$798K +31,569 +7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$10.3M +$521K +20,610 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.39M +$1.65M +65,175 +21%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$7.54M +$79.7K +3,153 +1%
GA
22
Gateway Advisory
New Jersey
$7.49M +$12.9K +511 +0.2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.89M +$662K +26,157 +10%
ACM
24
Azimuth Capital Management
Michigan
$6.67M -$462K -18,260 -6%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$6.63M +$6.63M +261,952 +3,733%