We are live on ! Find out more
IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF

98 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

420% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $359M → $429M (+$70.1M)

18% more funds holding

Funds holding: 8398 (+15)

4.28% more ownership

Funds ownership: 68.61%72.89% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
52
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.32M +$793K +29,456 +32%
SWMG
27
Signature Wealth Management Group
Georgia
$3.26M +$45K +1,672 +1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.23M +$427K +15,879 +15%
UCFA
29
United Capital Financial Advisors
Texas
$3.18M +$401K +14,915 +15%
PWS
30
Peloton Wealth Strategists
Indiana
$2.88M +$1.01M +37,700 +55%
PWM
31
Praetorian Wealth Management
California
$2.81M +$1.13M +41,843 +67%
RJA
32
Raymond James & Associates
Florida
$2.81M +$409K +15,208 +17%
GGI
33
Godsey & Gibb Inc
Virginia
$2.77M -$76.4K -2,840 -3%
KF
34
Krilogy Financial
Missouri
$2.67M +$26.3K +978 +1%
WI
35
WrapManager Inc
California
$2.08M +$117K +4,336 +6%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$1.97M +$861 +32 +0%
KNW
37
Kesler Norman & Wride
Utah
$1.85M +$1.83M +68,173 New
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.74M +$206K +7,644 +13%
FCA
39
FinTrust Capital Advisors
South Carolina
$1.55M +$45K +1,673 +3%
ACS
40
Archford Capital Strategies
Illinois
$1.51M -$10.2K -378 -0.7%
IFG
41
Independent Financial Group
California
$1.49M +$475K +17,652 +47%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.41M +$43K +1,599 +3%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.4M +$244K +9,076 +21%
CA
44
CGN Advisors
Kansas
$1.31M +$1.3M +48,195 New
AC
45
Avestar Capital
New York
$1.29M +$63.7K +2,369 +5%
PAG
46
Private Advisor Group
New Jersey
$1.27M +$1.26M +46,768 New
TF
47
TLWM Financial
Texas
$1.22M -$4.76K -177 -0.4%
ADL
48
Asset Dedication LLC
California
$1.16M -$1.51K -56 -0.1%
NC
49
NovaPoint Capital
Georgia
$1.06M +$323K +12,005 +44%
MGIA
50
Matthew Goff Investment Advisor
Texas
$1.04M +$1.03M +38,346 New