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iShares iBonds Dec 2026 Term Corporate ETF

104 hedge funds and large institutions have $532M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $458M → $532M (+$73.5M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 103104 (+1)

0.64% less ownership

Funds ownership: 70.25%69.61% (-0.64%)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
10
Increased
60
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
26
Peloton Wealth Strategists
Indiana
$4.93M +$942K +35,500 +24%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.43M +$484K +18,250 +12%
RJA
28
Raymond James & Associates
Florida
$4.1M -$48.4K -1,822 -1%
KF
29
Krilogy Financial
Missouri
$3.94M +$385K +14,514 +11%
Stifel Financial
30
Stifel Financial
Missouri
$3.65M +$263K +9,921 +8%
PWM
31
Praetorian Wealth Management
California
$3.36M +$226K +8,527 +7%
SWMG
32
Signature Wealth Management Group
Georgia
$3.31M +$39.4K +1,484 +1%
UCFA
33
United Capital Financial Advisors
Texas
$3.25M +$113K +4,252 +4%
4FG
34
4Thought Financial Group
New York
$2.97M +$106K +3,988 +4%
FBB
35
Fulton Breakefield Broenniman
Maryland
$2.9M +$1.45M +54,620 +101%
FCA
36
FinTrust Capital Advisors
South Carolina
$2.69M +$395K +14,874 +17%
IF
37
IRON Financial
Illinois
$2.62M +$2.61M +98,271 New
GGI
38
Godsey & Gibb Inc
Virginia
$2.51M -$36.6K -1,380 -1%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$2.39M +$705K +26,574 +42%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.14M +$33.4K +1,257 +2%
KNW
41
Kesler Norman & Wride
Utah
$2.1M +$103K +3,891 +5%
WI
42
WrapManager Inc
California
$2.03M -$31.1K -1,170 -2%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$1.93M
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.84M +$111K +4,183 +6%
ACS
45
Archford Capital Strategies
Illinois
$1.81M +$102K +3,825 +6%
NC
46
NovaPoint Capital
Georgia
$1.75M +$229K +8,638 +15%
LWANC
47
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.6M +$1.5M +56,445 +1,485%
AC
48
Avestar Capital
New York
$1.59M +$128K +4,836 +9%
ABC
49
Associated Banc-Corp
Wisconsin
$1.58M +$1.57M +59,254 New
MGIA
50
Matthew Goff Investment Advisor
Texas
$1.57M +$521K +19,610 +50%