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iShares iBonds Dec 2026 Term Corporate ETF

79 hedge funds and large institutions have $330M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more funds holding

Funds holding: 6079 (+19)

19% more capital invested

Capital invested by funds: $278M → $330M (+$52.4M)

1.04% more ownership

Funds ownership: 77.48%78.52% (+1%)

Holders
79
Holders Change
+19
Holders Change %
+31.67%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
21
Increased
37
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.39M +$295K +11,587 +14%
WI
27
WrapManager Inc
California
$2.38M +$19.5K +768 +0.8%
Stifel Financial
28
Stifel Financial
Missouri
$2.03M +$43.8K +1,721 +2%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$1.91M
GGI
30
Godsey & Gibb Inc
Virginia
$1.69M +$1.69M +66,260 New
SSB
31
Sandy Spring Bank
Maryland
$1.62M +$348K +13,670 +27%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.53M +$909K +35,752 +148%
TF
33
TLWM Financial
Texas
$1.31M +$1.31M +51,356 New
ADL
34
Asset Dedication LLC
California
$986K +$499K +19,605 +103%
TCCM
35
Timber Creek Capital Management
Massachusetts
$979K -$21.7K -855 -2%
Mariner
36
Mariner
Kansas
$941K +$936K +36,814 New
SFO
37
Stokes Family Office
Louisiana
$936K +$931K +36,600 New
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$876K +$99.2K +3,899 +13%
PWS
39
Peloton Wealth Strategists
Indiana
$869K -$755K -29,700 -47%
PAG
40
Private Advisor Group
New Jersey
$868K +$456K +17,944 +112%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$833K +$627K +24,637 +309%
ECM
42
Exchange Capital Management
Michigan
$785K -$41.9K -1,649 -5%
SVWAG
43
Sound View Wealth Advisors Group
Georgia
$720K +$132K +5,204 +23%
LF
44
Lee Financial
Texas
$713K
MA
45
MCF Advisors
Kentucky
$713K +$605K +23,771 +577%
Wolverine Trading
46
Wolverine Trading
Illinois
$686K +$684K +26,908 New
RW
47
RVW Wealth
California
$624K +$16.5K +650 +3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$623K +$148K +5,815 +31%
ACS
49
Archford Capital Strategies
Illinois
$623K +$349K +13,711 +129%
WAS
50
Wealth Advisory Solutions
Indiana
$538K +$535K +21,023 New