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iShares iBonds Dec 2026 Term Corporate ETF

60 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $221M → $278M (+$57M)

0% more funds holding

Funds holding: 6060 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2.66% less ownership

Funds ownership: 80.14%77.48% (-2.7%)

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
9
Increased
34
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$55.5M
MFWM
2
Motley Fool Wealth Management
Virginia
$33.5M +$7.46M +295,448 +29%
Bank of America
3
Bank of America
North Carolina
$24.4M +$5M +198,086 +26%
ACA
4
Aptus Capital Advisors
Alabama
$21.2M +$5.54M +219,330 +36%
BTS
5
BB&T Securities
Virginia
$16.5M +$16.4M +648,378 New
Ameriprise
6
Ameriprise
Minnesota
$16.2M +$1.09M +42,970 +7%
CIM
7
Confluence Investment Management
Missouri
$16.1M +$173K +6,834 +1%
Morgan Stanley
8
Morgan Stanley
New York
$11.4M +$1.93M +76,552 +21%
Wells Fargo
9
Wells Fargo
California
$11.3M +$1.31M +51,853 +13%
BA
10
Boston Advisors
Massachusetts
$8.28M +$8.21M +325,133 New
UBS Group
11
UBS Group
Switzerland
$7.94M -$1.06M -41,937 -12%
UCFA
12
United Capital Financial Advisors
Texas
$3.36M -$228K -9,005 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.2M -$111K -4,385 -3%
CTC
14
Central Trust Company
Missouri
$3.18M +$1.43M +56,685 +83%
KF
15
Krilogy Financial
Missouri
$3.02M -$86.1K -3,408 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.93M +$170K +6,724 +6%
SWMG
17
Signature Wealth Management Group
Georgia
$2.86M +$110K +4,354 +4%
Jane Street
18
Jane Street
New York
$2.67M -$3.14M -124,133 -54%
LPL Financial
19
LPL Financial
California
$2.41M +$202K +7,976 +9%
WI
20
WrapManager Inc
California
$2.35M -$261K -10,341 -10%
US Bancorp
21
US Bancorp
Minnesota
$2.31M +$229K +9,055 +11%
SIC
22
Sigma Investment Counselors
Michigan
$2.25M +$1.29M +50,985 +136%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.08M +$576K +22,780 +39%
Stifel Financial
24
Stifel Financial
Missouri
$1.98M +$67.9K +2,687 +4%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$1.91M