We are live on ! Find out more
IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF

98 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

420% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $359M → $429M (+$70.1M)

18% more funds holding

Funds holding: 8398 (+15)

4.28% more ownership

Funds ownership: 68.61%72.89% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
52
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$82M +$4.28M +159,205 +6%
Bank of America
2
Bank of America
North Carolina
$29.7M +$1.57M +58,343 +6%
Morgan Stanley
3
Morgan Stanley
New York
$28.5M +$4.31M +160,169 +18%
Truist Financial
4
Truist Financial
North Carolina
$22.3M +$1.73M +64,284 +8%
Wells Fargo
5
Wells Fargo
California
$19.8M +$798K +29,655 +4%
SIC
6
Sigma Investment Counselors
Michigan
$18.9M +$13.7M +510,390 +271%
CIM
7
Confluence Investment Management
Missouri
$17.8M -$23.8K -883 -0.1%
CIA
8
Capital Investment Advisors
Georgia
$15.3M +$2.02M +75,219 +15%
BOPW
9
Brandywine Oak Private Wealth
Pennsylvania
$14.7M +$962K +35,756 +7%
Mariner
10
Mariner
Kansas
$14.3M +$4.06M +151,026 +40%
US Bancorp
11
US Bancorp
Minnesota
$11.3M +$1.97M +73,086 +21%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$10.5M +$446K +16,575 +4%
UBS Group
13
UBS Group
Switzerland
$8.8M +$473K +17,591 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.76M +$216K +8,041 +3%
GA
15
Gateway Advisory
New Jersey
$7.78M +$118K +4,402 +2%
CTC
16
Central Trust Company
Missouri
$6.83M +$226K +8,410 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.72M +$1.28M +47,698 +29%
PPWM
18
PFG Private Wealth Management
Florida
$5.52M +$399K +14,826 +8%
ACM
19
Azimuth Capital Management
Michigan
$5.48M +$5.44M +202,100 New
SSB
20
Sandy Spring Bank
Maryland
$5.39M +$620K +23,042 +13%
Ameriprise
21
Ameriprise
Minnesota
$4.87M +$146K +5,437 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.72M +$404K +15,002 +9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.5M +$707K +26,292 +19%
Citadel Advisors
24
Citadel Advisors
Florida
$4.11M +$4.08M +151,463 New
LPL Financial
25
LPL Financial
California
$3.79M +$17.8K +660 +0.5%