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iShares iBonds Dec 2026 Term Corporate ETF

78 hedge funds and large institutions have $339M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $316M → $339M (+$22.7M)

1% more funds holding

Funds holding: 7778 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3.87% less ownership

Funds ownership: 75.63%71.75% (-3.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
38
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.9M -$68.8K -2,662 -2%
GGI
27
Godsey & Gibb Inc
Virginia
$2.88M -$316K -12,245 -10%
UCFA
28
United Capital Financial Advisors
Texas
$2.85M -$444K -17,201 -14%
Stifel Financial
29
Stifel Financial
Missouri
$2.45M +$105K +4,052 +5%
RJA
30
Raymond James & Associates
Florida
$2.35M +$413K +16,000 +22%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$1.94M +$102K +3,944 +6%
WI
32
WrapManager Inc
California
$1.93M +$107K +4,160 +6%
Wolverine Trading
33
Wolverine Trading
Illinois
$1.48M -$132K -5,102 -8%
ACS
34
Archford Capital Strategies
Illinois
$1.32M +$523K +20,243 +69%
TF
35
TLWM Financial
Texas
$1.27M
PWM
36
Praetorian Wealth Management
California
$1.26M +$1.22M +47,201 New
PWS
37
Peloton Wealth Strategists
Indiana
$1.24M +$284K +11,000 +31%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.16M +$89K +3,445 +9%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.15M +$105K +4,046 +10%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M +$1.07M +41,393 New
AC
41
Avestar Capital
New York
$1.09M +$151K +5,848 +17%
PAG
42
Private Advisor Group
New Jersey
$1.03M +$120K +4,664 +14%
TCCM
43
Timber Creek Capital Management
Massachusetts
$1.03M -$12.9K -500 -1%
FCA
44
FinTrust Capital Advisors
South Carolina
$1.02M +$391K +15,131 +66%
SFO
45
Stokes Family Office
Louisiana
$976K
ADL
46
Asset Dedication LLC
California
$951K -$17.7K -686 -2%
ECM
47
Exchange Capital Management
Michigan
$794K -$8.55K -331 -1%
SVWAG
48
Sound View Wealth Advisors Group
Georgia
$789K -$5.48K -212 -0.7%
MA
49
MCF Advisors
Kentucky
$744K
LF
50
Lee Financial
Texas
$743K