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iShares iBonds Dec 2026 Term Corporate ETF

167 hedge funds and large institutions have $924M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 38 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 2

108% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more capital invested

Capital invested by funds: $793M → $924M (+$131M)

14% more funds holding

Funds holding: 147167 (+20)

1.16% more ownership

Funds ownership: 78.48%79.64% (+1.2%)

Holders
167
Holders Change
+20
Holders Change %
+13.61%
% of All Funds
2.88%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
79
Reduced
38
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1
Shufro Rose & Co
New York
$125M +$26.5M +1,114,354 +26%
Bank of America
2
Bank of America
North Carolina
$101M +$12.1M +506,743 +13%
CAI
3
Capital Advisors Inc
Oklahoma
$70.4M -$5.39M -226,101 -7%
Morgan Stanley
4
Morgan Stanley
New York
$29.2M -$158K -6,651 -0.5%
GA
5
Gateway Advisory
New Jersey
$23.9M +$17.4M +731,264 +240%
SIC
6
Sigma Investment Counselors
Michigan
$23.8M -$1.16M -48,786 -5%
LPL Financial
7
LPL Financial
California
$21.2M +$1.32M +55,240 +6%
CIM
8
Confluence Investment Management
Missouri
$19.6M +$9.43K +396 +0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$19.1M -$75.4K -3,165 -0.4%
CIM
10
Corda Investment Management
Texas
$17.9M +$16.3M +685,930 +771%
SL
11
Summitry LLC
California
$17.8M +$18.4M +771,134 New
Ameriprise
12
Ameriprise
Minnesota
$16.9M +$12.1M +510,009 +230%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$16.9M +$6.58M +276,317 +61%
Truist Financial
14
Truist Financial
North Carolina
$16.5M -$1.37M -57,443 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$16.4M +$6.11M +256,349 +56%
US Bancorp
16
US Bancorp
Minnesota
$16.4M +$1.02M +42,622 +6%
Stifel Financial
17
Stifel Financial
Missouri
$16.1M -$110K -4,598 -0.7%
UBS Group
18
UBS Group
Switzerland
$15.4M +$2.56M +107,651 +19%
KA
19
Klingman & Associates
New York
$15.3M +$3.93M +165,132 +33%
Wells Fargo
20
Wells Fargo
California
$14.9M +$3.83M +160,744 +33%
HighTower Advisors
21
HighTower Advisors
Illinois
$12.5M -$7.46M -313,046 Closed
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$12.3M +$128K +5,353 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11.4M -$4.61M -193,334 -28%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$10.3M +$815K +34,227 +8%
WIC
25
Woodmont Investment Counsel
Tennessee
$9.37M +$3.76M +157,969 +64%