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iShares iBonds Dec 2026 Term Corporate ETF

79 hedge funds and large institutions have $330M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more funds holding

Funds holding: 6079 (+19)

19% more capital invested

Capital invested by funds: $278M → $330M (+$52.4M)

1.04% more ownership

Funds ownership: 77.48%78.52% (+1%)

Holders
79
Holders Change
+19
Holders Change %
+31.67%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
21
Increased
37
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$65.4M +$8.71M +342,263 +15%
MFWM
2
Motley Fool Wealth Management
Virginia
$33.3M -$326K -12,818 -1%
Bank of America
3
Bank of America
North Carolina
$27.8M +$3.28M +129,093 +13%
ACA
4
Aptus Capital Advisors
Alabama
$25.4M +$4.09M +160,842 +19%
Truist Financial
5
Truist Financial
North Carolina
$17.4M +$17.4M +682,397 New
Ameriprise
6
Ameriprise
Minnesota
$17.4M +$1.04M +41,041 +6%
CIM
7
Confluence Investment Management
Missouri
$15.6M -$174K -6,834 -1%
Morgan Stanley
8
Morgan Stanley
New York
$12.1M +$659K +25,920 +6%
Wells Fargo
9
Wells Fargo
California
$12M +$660K +25,944 +6%
UBS Group
10
UBS Group
Switzerland
$8.78M +$802K +31,517 +10%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$8.18M +$8.16M +320,796 New
SIC
12
Sigma Investment Counselors
Michigan
$7.79M +$5.49M +215,907 +244%
RJA
13
Raymond James & Associates
Florida
$4.7M +$3.38M +132,831 +261%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.45M +$1.22M +48,118 +38%
PPWM
15
PFG Private Wealth Management
Florida
$4.38M +$4.35M +171,168 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$4.33M +$2.48M +97,428 +135%
CTC
17
Central Trust Company
Missouri
$4.08M +$878K +34,505 +28%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.29M +$352K +13,853 +12%
UCFA
19
United Capital Financial Advisors
Texas
$3.28M -$87.5K -3,440 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$3.26M +$1.74M +68,560 +117%
LPL Financial
21
LPL Financial
California
$3.24M +$811K +31,877 +34%
KF
22
Krilogy Financial
Missouri
$3M -$22.7K -891 -0.8%
SWMG
23
Signature Wealth Management Group
Georgia
$2.94M +$73.2K +2,878 +3%
US Bancorp
24
US Bancorp
Minnesota
$2.74M +$416K +16,367 +18%
CIA
25
Capital Investment Advisors
Georgia
$2.42M +$2.41M +94,738 New