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iShares iBonds Dec 2026 Term Corporate ETF

83 hedge funds and large institutions have $359M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

6% more funds holding

Funds holding: 7883 (+5)

6% more capital invested

Capital invested by funds: $339M → $359M (+$19.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.14% less ownership

Funds ownership: 71.75%68.61% (-3.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $243K

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
42
Reduced
15
Closed
7
Calls
Puts
$243K
Net Calls
-$243K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.77M -$142K -5,295 -5%
UCFA
27
United Capital Financial Advisors
Texas
$2.75M -$118K -4,386 -4%
KF
28
Krilogy Financial
Missouri
$2.62M -$582K -21,662 -18%
Stifel Financial
29
Stifel Financial
Missouri
$2.49M +$28.2K +1,050 +1%
RJA
30
Raymond James & Associates
Florida
$2.37M +$7.2K +268 +0.3%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$1.95M +$672 +25 +0%
WI
32
WrapManager Inc
California
$1.94M -$269 -10 -0%
PWS
33
Peloton Wealth Strategists
Indiana
$1.84M +$591K +22,000 +47%
PWM
34
Praetorian Wealth Management
California
$1.66M +$398K +14,814 +31%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M +$412K +15,332 +37%
ACS
36
Archford Capital Strategies
Illinois
$1.51M +$184K +6,833 +14%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.35M +$191K +7,124 +16%
PAG
38
Private Advisor Group
New Jersey
$1.22M -$1.04M -38,800 Closed
AC
39
Avestar Capital
New York
$1.21M +$121K +4,486 +11%
TF
40
TLWM Financial
Texas
$1.21M +$1.22M +45,254 New
ADL
41
Asset Dedication LLC
California
$1.15M +$194K +7,232 +20%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.14M -$22.9K -852 -2%
TCCM
43
Timber Creek Capital Management
Massachusetts
$1.02M -$10.7K -400 -1%
IFG
44
Independent Financial Group
California
$999K +$1M +37,232 New
SFO
45
Stokes Family Office
Louisiana
$982K
RW
46
RVW Wealth
California
$899K +$383K +14,239 +74%
CA
47
Cetera Advisors
Colorado
$872K +$162K +6,020 +23%
ECM
48
Exchange Capital Management
Michigan
$808K +$10K +373 +1%
SVWAG
49
Sound View Wealth Advisors Group
Georgia
$788K -$5.32K -198 -0.7%
MA
50
MCF Advisors
Kentucky
$748K