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iShares iBonds Dec 2026 Term Corporate ETF

31 hedge funds and large institutions have $78.2M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

11% more funds holding

Funds holding: 2831 (+3)

6% less capital invested

Capital invested by funds: $83.4M → $78.2M (-$5.26M)

16.98% less ownership

Funds ownership: 95.67%78.69% (-17%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$14.9M -$85K -3,561 -0.6%
Bank of America
2
Bank of America
North Carolina
$13.6M +$4.32M +180,742 +46%
UCFA
3
United Capital Financial Advisors
Texas
$12.4M +$18.6K +777 +0.1%
MFWM
4
Motley Fool Wealth Management
Virginia
$11.1M +$1M +42,002 +10%
UBS Group
5
UBS Group
Switzerland
$8.52M +$1.19M +49,989 +16%
Morgan Stanley
6
Morgan Stanley
New York
$2.99M +$974K +40,768 +48%
Wells Fargo
7
Wells Fargo
California
$2.63M +$183K +7,656 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.53M +$91.6K +3,834 +4%
LWM
9
Lenox Wealth Management
Ohio
$1.44M -$219K -9,153 -13%
CTC
10
Central Trust Company
Missouri
$1.11M +$581K +24,325 +108%
US Bancorp
11
US Bancorp
Minnesota
$904K +$358K +15,001 +65%
ECM
12
Exchange Capital Management
Michigan
$880K +$120K +5,020 +16%
TF
13
TLWM Financial
Texas
$850K
Stifel Financial
14
Stifel Financial
Missouri
$839K +$125K +5,223 +17%
RJA
15
Raymond James & Associates
Florida
$693K +$699K +29,276 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$470K +$474K +19,868 New
Wolverine Trading
17
Wolverine Trading
Illinois
$446K +$7.07K +296 +2%
Jane Street
18
Jane Street
New York
$389K -$319K -13,374 -45%
APP
19
Avantax Planning Partners
Iowa
$257K +$259K +10,862 New
OAM
20
Oppenheimer Asset Management
New York
$212K -$13.3K -559 -6%
PCP
21
Proficio Capital Partners
Massachusetts
$199K +$184K +7,695 +1,090%
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$166K
SWMG
23
Signature Wealth Management Group
Georgia
$147K +$102K +4,268 +219%
ACS
24
Archford Capital Strategies
Illinois
$146K +$142K +5,955 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$63K +$59.1K +2,476 +1,492%