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iShares iBonds Dec 2026 Term Corporate ETF

187 hedge funds and large institutions have $1.05B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

95% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $924M → $1.05B (+$130M)

12% more funds holding

Funds holding: 167187 (+20)

8.23% less ownership

Funds ownership: 79.64%71.41% (-8.2%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
187
Holders Change
+20
Holders Change %
+11.98%
% of All Funds
3.01%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
82
Reduced
42
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$119M +$17M +733,682 +17%
CAI
2
Capital Advisors Inc
Oklahoma
$67.2M -$4.88M -210,175 -7%
SRC
3
Shufro Rose & Co
New York
$62.1M -$63.5M -2,733,032 -51%
Morgan Stanley
4
Morgan Stanley
New York
$35.3M +$5.68M +244,814 +19%
UBS Group
5
UBS Group
Switzerland
$31.3M +$15.6M +673,599 +101%
Ameriprise
6
Ameriprise
Minnesota
$26.8M +$9.65M +415,724 +57%
SIC
7
Sigma Investment Counselors
Michigan
$23.4M -$640K -27,571 -3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$23.2M +$6.11M +263,018 +36%
KA
9
Klingman & Associates
New York
$22.7M -$15.3M -660,591 Closed
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.6M +$3.23M +139,201 +17%
MMA
11
Miracle Mile Advisors
California
$22M +$21.8M +940,939 New
SVWAG
12
Sound View Wealth Advisors Group
Georgia
$21.5M +$8.55M +368,172 +69%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.1M +$4.46M +191,964 +27%
HighTower Advisors
14
HighTower Advisors
Illinois
$21M
LPL Financial
15
LPL Financial
California
$21M -$467K -20,112 -2%
CIM
16
Corda Investment Management
Texas
$20.4M +$2.26M +97,130 +13%
CIM
17
Confluence Investment Management
Missouri
$19.8M -$62.6K -2,696 -0.3%
RW
18
RVW Wealth
California
$19.1M +$10.9M +471,127 +136%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$18.4M +$6.79M +292,498 +59%
SL
20
Summitry LLC
California
$17.8M -$199K -8,562 -1%
Truist Financial
21
Truist Financial
North Carolina
$16.6M -$54.4K -2,342 -0.3%
Stifel Financial
22
Stifel Financial
Missouri
$16.5M +$256K +11,037 +2%
Wells Fargo
23
Wells Fargo
California
$15.7M +$623K +26,817 +4%
US Bancorp
24
US Bancorp
Minnesota
$15.4M -$1.17M -50,303 -7%
VVP
25
Venture Visionary Partners
Ohio
$12.9M -$2.2M -94,795 Closed