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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
Bank of America
1
Bank of America
North Carolina
$135M +$14.4M +613,102 +12%
SRC
2
Shufro Rose & Co
New York
$66.3M +$3.18M +135,002 +5%
Morgan Stanley
3
Morgan Stanley
New York
$41.2M +$5.37M +228,147 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.5M +$20.7M +877,791 +112%
Ameriprise
5
Ameriprise
Minnesota
$38.5M +$11.2M +477,623 +42%
UBS Group
6
UBS Group
Switzerland
$37.9M +$6.04M +256,773 +19%
CAI
7
Capital Advisors Inc
Oklahoma
$34.1M -$34M -1,443,080 -50%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$29.2M +$6.24M +265,312 +27%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$27.6M +$4.03M +171,196 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$25.1M +$3.62M +153,978 +17%
LPL Financial
11
LPL Financial
California
$24.6M +$3.29M +139,682 +16%
HighTower Advisors
12
HighTower Advisors
Illinois
$24.2M +$24M +1,018,348 New
KA
13
Klingman & Associates
New York
$24M
SIC
14
Sigma Investment Counselors
Michigan
$22.7M -$1.06M -44,992 -4%
CIM
15
Corda Investment Management
Texas
$22.4M +$1.65M +70,215 +8%
CIM
16
Confluence Investment Management
Missouri
$21.1M +$1.01M +43,042 +5%
Wells Fargo
17
Wells Fargo
California
$20.5M +$4.54M +193,049 +29%
NA
18
NewEdge Advisors
Louisiana
$19.7M +$16.8M +713,906 +621%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$19.2M -$2.12M -90,091 -10%
RW
20
RVW Wealth
California
$19M -$371K -15,744 -2%
US Bancorp
21
US Bancorp
Minnesota
$17.8M +$2.12M +90,248 +14%
Stifel Financial
22
Stifel Financial
Missouri
$17.8M +$951K +40,410 +6%
Truist Financial
23
Truist Financial
North Carolina
$17.3M +$444K +18,846 +3%
MCM
24
MV Capital Management
Maryland
$14.6M +$2.68M +113,686 +23%
BMM
25
Buffington Mohr McNeal
Idaho
$13.9M +$2.1M +89,143 +18%