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iShares iBonds Dec 2026 Term Corporate ETF

104 hedge funds and large institutions have $532M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $458M → $532M (+$73.5M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 103104 (+1)

0.64% less ownership

Funds ownership: 70.25%69.61% (-0.64%)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
10
Increased
60
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$94.1M +$5.62M +211,791 +6%
Bank of America
2
Bank of America
North Carolina
$37.4M +$5.38M +202,681 +17%
Morgan Stanley
3
Morgan Stanley
New York
$35.2M +$1,000K +37,665 +3%
Wells Fargo
4
Wells Fargo
California
$35M +$10.9M +411,274 +46%
SIC
5
Sigma Investment Counselors
Michigan
$25.7M +$2.72M +102,384 +12%
Truist Financial
6
Truist Financial
North Carolina
$25.3M +$1.73M +65,229 +7%
CIA
7
Capital Investment Advisors
Georgia
$20.4M +$2.94M +110,573 +17%
CIM
8
Confluence Investment Management
Missouri
$18.7M +$443K +16,683 +2%
US Bancorp
9
US Bancorp
Minnesota
$14.2M +$2.46M +92,501 +21%
Mariner
10
Mariner
Kansas
$13.2M -$1.45M -54,517 -10%
HighTower Advisors
11
HighTower Advisors
Illinois
$12M
UBS Group
12
UBS Group
Switzerland
$10.6M +$1.92M +72,155 +22%
LPL Financial
13
LPL Financial
California
$9.1M +$4.67M +175,857 +106%
Citadel Advisors
14
Citadel Advisors
Florida
$8.98M +$8.59M +323,759 +2,353%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.52M +$3.01M +113,567 +55%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$8.24M -$2.21M -83,160 -21%
GA
17
Gateway Advisory
New Jersey
$7.97M +$122K +4,588 +2%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$7.86M +$7.02M +264,533 +855%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.79M +$668K +25,176 +9%
ACM
20
Azimuth Capital Management
Michigan
$7.44M +$104K +3,900 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$7.34M +$988K +37,202 +16%
CTC
22
Central Trust Company
Missouri
$6.72M +$37.6K +1,418 +0.6%
PPWM
23
PFG Private Wealth Management
Florida
$6.32M +$326K +12,284 +5%
SSB
24
Sandy Spring Bank
Maryland
$5.58M +$570K +21,470 +11%
Ameriprise
25
Ameriprise
Minnesota
$5.33M +$240K +9,047 +5%