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iShares iBonds Dec 2026 Term Corporate ETF

78 hedge funds and large institutions have $339M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $316M → $339M (+$22.7M)

1% more funds holding

Funds holding: 7778 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3.87% less ownership

Funds ownership: 75.63%71.75% (-3.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
38
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$75.9M +$6.51M +251,796 +10%
Bank of America
2
Bank of America
North Carolina
$27.4M -$190K -7,373 -0.7%
Wells Fargo
3
Wells Fargo
California
$20.4M +$2.05M +79,424 +12%
Truist Financial
4
Truist Financial
North Carolina
$19.8M +$297K +11,488 +2%
Morgan Stanley
5
Morgan Stanley
New York
$18.7M +$3.04M +117,690 +20%
CIM
6
Confluence Investment Management
Missouri
$17.2M +$263K +10,165 +2%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$12.4M +$12M +463,631 New
SIC
8
Sigma Investment Counselors
Michigan
$11.4M +$1.96M +75,856 +22%
CIA
9
Capital Investment Advisors
Georgia
$10.1M +$5.14M +199,085 +110%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$9.84M +$1.04M +40,259 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.02M +$5.94M +229,892 +326%
UBS Group
12
UBS Group
Switzerland
$7.72M +$245K +9,495 +3%
GA
13
Gateway Advisory
New Jersey
$7.32M +$7.09M +274,326 New
CTC
14
Central Trust Company
Missouri
$6.38M +$1.65M +63,946 +37%
Mariner
15
Mariner
Kansas
$5.37M +$3.62M +140,165 +230%
US Bancorp
16
US Bancorp
Minnesota
$4.88M +$1.83M +70,841 +63%
PPWM
17
PFG Private Wealth Management
Florida
$4.64M +$111K +4,295 +3%
Ameriprise
18
Ameriprise
Minnesota
$4.33M +$109K +4,205 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.84M +$73.3K +2,836 +2%
LPL Financial
20
LPL Financial
California
$3.73M +$112K +4,347 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.71M +$508K +19,662 +16%
SSB
22
Sandy Spring Bank
Maryland
$3.66M +$827K +32,003 +30%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.37M +$884K +34,206 +37%
KF
24
Krilogy Financial
Missouri
$3.18M +$1.35M +52,163 +78%
SWMG
25
Signature Wealth Management Group
Georgia
$3.14M -$9.66K -374 -0.3%