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iShares iBonds Dec 2026 Term Corporate ETF

238 hedge funds and large institutions have $1.38B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
40
Increased
123
Reduced
45
Closed
7
Calls
$1.65M
Puts
Net Calls
+$1.65M
Net Calls Change
+$1.65M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$136M 5,830,419 +94,997 +2%
SRC
2
Shufro Rose & Co
New York
$72.4M 3,104,001 +103,888 +3%
Morgan Stanley
3
Morgan Stanley
New York
$55.7M 2,387,995 +217,997 +10%
UBS Group
4
UBS Group
Switzerland
$47.9M 2,054,218 +681,995 +50%
Ameriprise
5
Ameriprise
Minnesota
$40.6M 1,740,702 -59,252 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$39.6M 1,697,262 +24,314 +1%
CAI
7
Capital Advisors Inc
Oklahoma
$32.2M 1,380,451 -30,514 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$31.8M 1,361,350 +46,918 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$31.5M 1,347,974 +143,758 +12%
SL
10
Summitry LLC
California
$30.9M 1,322,614 +1,322,614 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.2M 1,294,347 -464 -0%
LPL Financial
12
LPL Financial
California
$27.4M 1,172,462 +52,640 +5%
Stifel Financial
13
Stifel Financial
Missouri
$27.3M 1,169,159 +141,177 +14%
NA
14
NewEdge Advisors
Louisiana
$26.9M 1,151,933 +185,630 +19%
KA
15
Klingman & Associates
New York
$24M 1,026,542 +1,026,542 New
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$23.6M 1,009,298 +169,076 +20%
Wells Fargo
17
Wells Fargo
California
$23.2M 995,191 +293,289 +42%
SIC
18
Sigma Investment Counselors
Michigan
$22.8M 977,520 +34,252 +4%
GBWM
19
Granite Bay Wealth Management
New Hampshire
$21.4M 913,500 +899,000 +6,200%
CIM
20
Confluence Investment Management
Missouri
$20.6M 881,166 -7,785 -0.9%
HighTower Advisors
21
HighTower Advisors
Illinois
Truist Financial
22
Truist Financial
North Carolina
$18.8M 805,368 +29,867 +4%
RW
23
RVW Wealth
California
$18.6M 798,087 -7,435 -0.9%
US Bancorp
24
US Bancorp
Minnesota
$18.5M 791,811 -14,112 -2%
Corient Private Wealth
25
Corient Private Wealth
Florida