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iShares iBonds Dec 2026 Term Corporate ETF

77 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $330M → $316M (-$13.8M)

3% less funds holding

Funds holding: 7977 (-2)

2.89% less ownership

Funds ownership: 78.52%75.63% (-2.9%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
35
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$62.7M -$33.9K -1,335 -0.1%
MFWM
2
Motley Fool Wealth Management
Virginia
$30M -$2.02M -79,640 -6%
Bank of America
3
Bank of America
North Carolina
$25.4M -$1.37M -53,777 -5%
Jane Street
4
Jane Street
New York
$21.5M +$22M +864,366 +7,133%
Truist Financial
5
Truist Financial
North Carolina
$18M +$1.25M +49,110 +7%
Wells Fargo
6
Wells Fargo
California
$16.8M +$5.54M +217,980 +47%
CIM
7
Confluence Investment Management
Missouri
$15.6M +$240K +9,445 +2%
Morgan Stanley
8
Morgan Stanley
New York
$14.3M +$2.79M +109,802 +23%
SIC
9
Sigma Investment Counselors
Michigan
$8.64M +$1.21M +47,537 +16%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$7.98M +$187K +7,360 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$7.15M +$4.17M +163,941 +129%
UBS Group
12
UBS Group
Switzerland
$6.87M -$1.61M -63,502 -18%
CIA
13
Capital Investment Advisors
Georgia
$4.43M +$2.18M +85,927 +91%
CTC
14
Central Trust Company
Missouri
$4.3M +$397K +15,624 +10%
PPWM
15
PFG Private Wealth Management
Florida
$4.17M -$36.5K -1,436 -0.8%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$4.14M +$4.29M +168,814 New
Ameriprise
17
Ameriprise
Minnesota
$3.87M -$13.2M -521,136 -77%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.47M +$316K +12,427 +10%
LPL Financial
19
LPL Financial
California
$3.33M +$229K +9,014 +7%
UCFA
20
United Capital Financial Advisors
Texas
$3.04M -$110K -4,318 -3%
GGI
21
Godsey & Gibb Inc
Virginia
$2.95M +$1.37M +53,955 +81%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.93M +$1.51M +59,476 +99%
SWMG
23
Signature Wealth Management Group
Georgia
$2.9M +$75.5K +2,972 +3%
US Bancorp
24
US Bancorp
Minnesota
$2.75M +$128K +5,017 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.74M -$1.59M -62,500 -36%