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iShares iBonds Dec 2026 Term Corporate ETF

60 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $141M → $221M (+$79.7M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20.74% more ownership

Funds ownership: 59.41%80.14% (+21%)

2% more funds holding

Funds holding: 5960 (+1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
31
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$55.5M +$49.2M +2,015,227 +1,016%
MFWM
2
Motley Fool Wealth Management
Virginia
$25.5M +$1.73M +70,709 +7%
Bank of America
3
Bank of America
North Carolina
$19.1M -$1.89M -77,375 -9%
CIM
4
Confluence Investment Management
Missouri
$15.6M +$463K +18,972 +3%
ACA
5
Aptus Capital Advisors
Alabama
$15.3M +$2.3M +94,092 +18%
Ameriprise
6
Ameriprise
Minnesota
$14.9M +$14.2M +583,715 +5,147%
Wells Fargo
7
Wells Fargo
California
$9.77M +$251K +10,293 +3%
Morgan Stanley
8
Morgan Stanley
New York
$9.26M +$3.25M +132,964 +56%
UBS Group
9
UBS Group
Switzerland
$8.87M -$1.52M -62,191 -15%
Jane Street
10
Jane Street
New York
$5.73M +$3.18M +130,323 +132%
UCFA
11
United Capital Financial Advisors
Texas
$3.53M +$141K +5,771 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.26M +$192K +7,846 +6%
KF
13
Krilogy Financial
Missouri
$3.05M +$313K +12,821 +12%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.71M +$456K +18,697 +21%
SWMG
15
Signature Wealth Management Group
Georgia
$2.7M +$27.4K +1,122 +1%
WI
16
WrapManager Inc
California
$2.57M +$51.2K +2,096 +2%
LPL Financial
17
LPL Financial
California
$2.17M +$450K +18,449 +27%
US Bancorp
18
US Bancorp
Minnesota
$2.05M +$8.32K +341 +0.4%
Stifel Financial
19
Stifel Financial
Missouri
$1.88M -$895K -36,680 -33%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.74M +$104K +4,270 +7%
CTC
21
Central Trust Company
Missouri
$1.7M +$1.1M +44,950 +193%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.48M +$1.21M +49,679 +527%
RJA
23
Raymond James & Associates
Florida
$1.16M +$14.9K +610 +1%
TF
24
TLWM Financial
Texas
$1.14M
SSB
25
Sandy Spring Bank
Maryland
$1.04M +$388K +15,885 +62%