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iShares iBonds Dec 2026 Term Corporate ETF

59 hedge funds and large institutions have $141M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

28% more funds holding

Funds holding: 4659 (+13)

8% more capital invested

Capital invested by funds: $130M → $141M (+$10.8M)

24.82% less ownership

Funds ownership: 84.22%59.41% (-25%)

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
19
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
26
Lee Financial
Texas
$675K
SSB
27
Sandy Spring Bank
Maryland
$618K +$317K +13,405 +111%
CTC
28
Central Trust Company
Missouri
$566K -$31.9K -1,350 -5%
RW
29
RVW Wealth
California
$544K +$531K +22,452 New
AG
30
Advisor Group
Arizona
$504K +$96K +4,061 +24%
FPS
31
Fieldpoint Private Securities
Connecticut
$502K
PWS
32
Peloton Wealth Strategists
Indiana
$466K +$442K +18,700 New
Citadel Advisors
33
Citadel Advisors
Florida
$407K +$397K +16,792 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$297K +$188K +7,964 +184%
Ameriprise
35
Ameriprise
Minnesota
$275K +$268K +11,341 New
CA
36
Cetera Advisors
Colorado
$274K
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$259K +$253K +10,699 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$249K +$243K +10,283 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$228K +$223K +9,419 New
WGCA
40
Wolf Group Capital Advisors
Virginia
$216K
ACS
41
Archford Capital Strategies
Illinois
$207K -$36.7K -1,551 -15%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$206K +$201K +8,499 New
SVWA
43
Sound View Wealth Advisors
Georgia
$204K +$199K +8,412 New
FGAM
44
Financial Gravity Asset Management
Texas
$200K +$196K +8,299 New
OAM
45
Oppenheimer Asset Management
New York
$199K -$1.28K -54 -0.7%
SMFS
46
Squar Milner Financial Services
California
$161K +$158K +6,666 New
ADL
47
Asset Dedication LLC
California
$127K +$114K +4,832 +915%
MA
48
MCF Advisors
Kentucky
$100K
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$76K +$25.8K +1,090 +53%
PCP
50
Proficio Capital Partners
Massachusetts
$53K