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iShares iBonds Dec 2026 Term Corporate ETF

35 hedge funds and large institutions have $112M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

44% more capital invested

Capital invested by funds: $78.2M → $112M (+$34.1M)

13% more funds holding

Funds holding: 3135 (+4)

2.28% less ownership

Funds ownership: 78.69%76.41% (-2.3%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$31.8M +$31.8M +1,361,700 New
Bank of America
2
Bank of America
North Carolina
$16.8M +$3.34M +143,261 +25%
CIM
3
Confluence Investment Management
Missouri
$14.3M -$433K -18,571 -3%
UCFA
4
United Capital Financial Advisors
Texas
$11.9M -$323K -13,848 -3%
UBS Group
5
UBS Group
Switzerland
$11.3M +$2.95M +126,299 +35%
Morgan Stanley
6
Morgan Stanley
New York
$4.07M +$1.12M +47,917 +38%
Wells Fargo
7
Wells Fargo
California
$3.25M +$667K +28,598 +26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.53M +$40K +1,716 +2%
Jane Street
9
Jane Street
New York
$2.32M +$1.94M +83,182 +507%
SWMG
10
Signature Wealth Management Group
Georgia
$2.23M +$2.09M +89,510 +1,440%
US Bancorp
11
US Bancorp
Minnesota
$1.39M +$498K +21,361 +56%
LWM
12
Lenox Wealth Management
Ohio
$1.3M -$119K -5,105 -8%
CTC
13
Central Trust Company
Missouri
$1.11M +$11.7K +500 +1%
Stifel Financial
14
Stifel Financial
Missouri
$1M +$177K +7,568 +21%
ECM
15
Exchange Capital Management
Michigan
$913K +$46.5K +1,995 +5%
TF
16
TLWM Financial
Texas
$868K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$792K +$730K +31,310 +1,185%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$731K +$731K +31,339 New
RJA
19
Raymond James & Associates
Florida
$692K +$8.84K +379 +1%
LF
20
Lee Financial
Texas
$650K +$650K +27,866 New
FPS
21
Fieldpoint Private Securities
Connecticut
$483K +$483K +20,700 New
Wolverine Trading
22
Wolverine Trading
Illinois
$446K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$347K -$117K -5,003 -25%
APP
24
Avantax Planning Partners
Iowa
$253K
Citadel Advisors
25
Citadel Advisors
Florida
$224K +$224K +9,594 New