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iShares iBonds Dec 2026 Term Corporate ETF

439 hedge funds and large institutions have $2.63B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 179 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 146

1% more funds holding

Funds holding: 436439 (+3)

3.88% less ownership

Funds ownership: 68.12%64.23% (-3.9%)

6% less capital invested

Capital invested by funds: $2.79B → $2.63B (-$167M)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
439
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.41%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.23%
New
46
Increased
179
Reduced
146
Closed
33
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 +$450K +18,565 +0.2%
Lido Advisors
2
Lido Advisors
California
$113M
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$104M +$3.31M +136,681 +3%
HPC
4
HM Payson & Co
Maine
$102M -$2.24M -92,641 -2%
LPL Financial
5
LPL Financial
California
$98M -$61.7K -2,546 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$90.9M -$3.11M -128,309 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$64.6M -$13.9M -573,601 -18%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$48M -$777K -32,045 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$40.8M +$6.67M +275,437 +20%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$37.4M -$33.3M -1,373,141 -47%
GWA
11
Gratus Wealth Advisors
Virginia
$36.3M +$1.45M +59,966 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$35.3M -$710K -29,287 -2%
Ameriprise
13
Ameriprise
Minnesota
$35M -$970K -40,043 -3%
KCM
14
Kathmere Capital Management
Pennsylvania
$33.8M +$2.77M +114,491 +9%
HCM
15
Howland Capital Management
Massachusetts
$32.2M -$295K -12,174 -0.9%
HighTower Advisors
16
HighTower Advisors
Illinois
$31.9M -$33.8M -1,396,686 Closed
SRC
17
Shufro Rose & Co
New York
$30.1M +$1.28M +52,768 +4%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$29.9M -$1.63M -67,157 -5%
SIC
19
Sigma Investment Counselors
Michigan
$28M -$1.16M -47,916 -4%
RW
20
RVW Wealth
California
$27.6M -$4.31M -177,816 -13%
NA
21
NewEdge Advisors
Louisiana
$27M +$1.64M +67,716 +6%
SWP
22
Stratos Wealth Partners
Ohio
$27M
KAS
23
Kestra Advisory Services
Texas
$25M +$4.39M +181,111 +21%
Wells Fargo
24
Wells Fargo
California
$24.8M -$4.65M -191,959 -16%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$24.7M -$1.43M -59,185 -5%