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iShares iBonds Dec 2026 Term Corporate ETF

402 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 217 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 91

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

2% less capital invested

Capital invested by funds: $2.47B → $2.41B (-$58.9M)

1% less funds holding

Funds holding: 408402 (-6)

4.02% less ownership

Funds ownership: 69.99%65.98% (-4%)

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
402
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
34
Increased
217
Reduced
91
Closed
31
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
$224M +$6.07M +250,794 +3%
Morgan Stanley
2
Morgan Stanley
New York
$90.1M -$13.6M -561,141 -13%
Lido Advisors
3
Lido Advisors
California
$87.3M
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$87M +$18.4M +759,242 +27%
HPC
5
HM Payson & Co
Maine
$86.5M +$8.8M +363,350 +11%
LPL Financial
6
LPL Financial
California
$82.9M +$12.2M +502,039 +17%
Raymond James Financial
7
Raymond James Financial
Florida
$65.4M +$1.61M +66,574 +3%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$43.8M +$2.23M +91,888 +5%
SVWA
9
Sarver Vrooman Wealth Advisors
Missouri
$43M +$363K +14,981 +0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$36.5M +$1.06M +43,656 +3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$36.4M +$2.22M +91,867 +7%
Ameriprise
12
Ameriprise
Minnesota
$35.4M +$2.04M +84,190 +6%
GWA
13
Gratus Wealth Advisors
Virginia
$33.2M +$999K +41,240 +3%
HCM
14
Howland Capital Management
Massachusetts
$32.3M +$2.28M +94,302 +8%
KCM
15
Kathmere Capital Management
Pennsylvania
$31.3M +$3.71M +153,076 +13%
Wells Fargo
16
Wells Fargo
California
$30.5M -$1.36M -56,152 -4%
HighTower Advisors
17
HighTower Advisors
Illinois
$30.4M +$4.15M +171,267 +16%
SIC
18
Sigma Investment Counselors
Michigan
$28.6M +$1.12M +46,264 +4%
RW
19
RVW Wealth
California
$27.6M +$1.07M +44,040 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$27.3M +$1.66M +68,608 +7%
SRC
21
Shufro Rose & Co
New York
$26.3M -$158K -6,544 -0.6%
TCM
22
TABR Capital Management
California
$26M +$241K +9,956 +0.9%
SWP
23
Stratos Wealth Partners
Ohio
$22.2M
NA
24
NewEdge Advisors
Louisiana
$22M +$3.63M +150,018 +20%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$21.6M +$1.31M +53,940 +6%