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iShares iBonds Dec 2026 Term Corporate ETF

436 hedge funds and large institutions have $2.79B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 214 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 31

123% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 96

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

16% more capital invested

Capital invested by funds: $2.41B → $2.79B (+$380M)

8% more funds holding

Funds holding: 402436 (+34)

2.14% more ownership

Funds ownership: 65.98%68.12% (+2.1%)

Holders
436
Holders Change
+34
Holders Change %
+8.46%
% of All Funds
5.3%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
71
Increased
214
Reduced
96
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
$237M +$13.1M +541,582 +6%
HPC
2
HM Payson & Co
Maine
$104M +$17.5M +723,189 +20%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$100M +$13.5M +555,719 +16%
LPL Financial
4
LPL Financial
California
$98.1M +$15.4M +634,858 +19%
Morgan Stanley
5
Morgan Stanley
New York
$94M +$4.13M +170,157 +5%
AF
6
Align Financial
Minnesota
$88.3M +$2.14M +88,343 New
Lido Advisors
7
Lido Advisors
California
$87M
Raymond James Financial
8
Raymond James Financial
Florida
$78.5M +$13.3M +550,268 +20%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$70.7M +$34.4M +1,418,828 +95%
SVWAG
10
Sound View Wealth Advisors Group
Georgia
$48.8M +$5.11M +210,605 +12%
SVWA
11
Sarver Vrooman Wealth Advisors
Missouri
$43M +$108K +4,441 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$36M +$729K +30,076 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$36M -$413K -17,037 -1%
GWA
14
Gratus Wealth Advisors
Virginia
$34.8M +$1.7M +70,236 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$34.1M +$6.93M +285,759 +25%
HighTower Advisors
16
HighTower Advisors
Illinois
$33.8M +$3.5M +144,467 +12%
HCM
17
Howland Capital Management
Massachusetts
$32.5M +$238K +9,812 +0.7%
RW
18
RVW Wealth
California
$31.9M +$4.42M +182,386 +16%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$31.5M +$12M +494,126 +61%
KCM
20
Kathmere Capital Management
Pennsylvania
$31M -$242K -9,964 -0.8%
Wells Fargo
21
Wells Fargo
California
$29.5M -$949K -39,159 -3%
SIC
22
Sigma Investment Counselors
Michigan
$29.2M +$703K +29,008 +2%
SRC
23
Shufro Rose & Co
New York
$28.9M +$2.53M +104,556 +10%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$26.1M +$4.53M +186,733 +21%
NA
25
NewEdge Advisors
Louisiana
$25.4M +$3.43M +141,543 +16%