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iShares iBonds Dec 2026 Term Corporate ETF

39 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

11% more funds holding

Funds holding: 3539 (+4)

11% more capital invested

Capital invested by funds: $112M → $125M (+$12.4M)

5.85% more ownership

Funds ownership: 76.41%82.26% (+5.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
19
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$28.5M -$3.24M -138,550 -10%
Bank of America
2
Bank of America
North Carolina
$17.9M +$1.12M +47,935 +7%
CIM
3
Confluence Investment Management
Missouri
$13.9M -$328K -14,050 -2%
MFWM
4
Motley Fool Wealth Management
Virginia
$12.4M +$12.4M +530,521 New
UBS Group
5
UBS Group
Switzerland
$11.2M -$128K -5,460 -1%
UCFA
6
United Capital Financial Advisors
Texas
$6.64M -$5.25M -224,566 -44%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.34M +$5.36M +229,322 New
Morgan Stanley
8
Morgan Stanley
New York
$4.24M +$186K +7,955 +5%
Wells Fargo
9
Wells Fargo
California
$3.6M +$356K +15,225 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.83M +$302K +12,940 +12%
SWMG
11
Signature Wealth Management Group
Georgia
$2.32M +$109K +4,674 +5%
Jane Street
12
Jane Street
New York
$1.84M -$480K -20,550 -21%
US Bancorp
13
US Bancorp
Minnesota
$1.73M +$348K +14,873 +25%
Stifel Financial
14
Stifel Financial
Missouri
$1.23M +$230K +9,859 +23%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.21M +$480K +20,535 +66%
CTC
16
Central Trust Company
Missouri
$1.05M -$50.2K -2,150 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$995K +$205K +8,773 +26%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$990K +$647K +27,682 +186%
ECM
19
Exchange Capital Management
Michigan
$967K +$55.8K +2,388 +6%
TF
20
TLWM Financial
Texas
$896K
LWM
21
Lenox Wealth Management
Ohio
$745K -$552K -23,629 -42%
RJA
22
Raymond James & Associates
Florida
$707K +$17.1K +732 +2%
LF
23
Lee Financial
Texas
$649K
Wolverine Trading
24
Wolverine Trading
Illinois
$547K +$109K +4,677 +25%
FPS
25
Fieldpoint Private Securities
Connecticut
$482K