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iShares iBonds Dec 2026 Term Corporate ETF

147 hedge funds and large institutions have $793M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

19% more funds holding

Funds holding: 124147 (+23)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.21% less ownership

Funds ownership: 81.69%78.48% (-3.2%)

6% less capital invested

Capital invested by funds: $843M → $793M (-$50.1M)

Holders
147
Holders Change
+23
Holders Change %
+18.55%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
36
Increased
49
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1
Shufro Rose & Co
New York
$102M +$103M +4,277,363 New
Bank of America
2
Bank of America
North Carolina
$91.6M +$27.8M +1,156,248 +43%
CAI
3
Capital Advisors Inc
Oklahoma
$78.9M -$13.2M -549,230 -14%
Morgan Stanley
4
Morgan Stanley
New York
$30.3M -$1.26M -52,536 -4%
SIC
5
Sigma Investment Counselors
Michigan
$25.7M -$681K -28,332 -3%
LPL Financial
6
LPL Financial
California
$20.5M +$478K +19,865 +2%
CIM
7
Confluence Investment Management
Missouri
$20.2M -$169K -7,048 -0.8%
SPF
8
Steven Patrick Farmer
$20.2M +$20.4M +848,208 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$19.7M +$1.94M +80,799 +11%
Truist Financial
10
Truist Financial
North Carolina
$18.3M -$4.07M -169,209 -18%
Stifel Financial
11
Stifel Financial
Missouri
$16.7M +$925K +38,500 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.4M +$7.38M +307,160 +81%
US Bancorp
13
US Bancorp
Minnesota
$15.9M +$1.17M +48,821 +8%
UBS Group
14
UBS Group
Switzerland
$13.3M +$2.11M +87,939 +19%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$12.5M +$43.9K +1,828 +0.3%
KA
16
Klingman & Associates
New York
$11.8M +$11.9M +495,459 New
Wells Fargo
17
Wells Fargo
California
$11.5M -$4.46M -185,532 -28%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.8M +$4.2M +174,922 +63%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$10.8M +$4.74M +197,181 +77%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$9.73M -$150K -6,236 -1%
RW
21
RVW Wealth
California
$8.47M -$9.18M -381,934 -52%
AF
22
Arrow Financial
New York
$8.18M +$6.8M +282,947 +463%
WCM
23
Windsor Capital Management
Arizona
$7.53M +$7.61M +316,427 New
HighTower Advisors
24
HighTower Advisors
Illinois
$7.45M +$7.53M +313,046 New
CIA
25
Capital Investment Advisors
Georgia
$7.45M -$18.4M -764,936 -71%