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iShares iBonds Dec 2026 Term Corporate ETF

113 hedge funds and large institutions have $639M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 16

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more capital invested

Capital invested by funds: $532M → $639M (+$107M)

9% more funds holding

Funds holding: 104113 (+9)

4.97% more ownership

Funds ownership: 69.61%74.58% (+5%)

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
59
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$97.9M +$4.23M +158,747 +4%
ACA
2
Aptus Capital Advisors
Alabama
$78.8M +$79.2M +2,974,280 New
Bank of America
3
Bank of America
North Carolina
$38.9M +$1.65M +62,109 +4%
Morgan Stanley
4
Morgan Stanley
New York
$37.7M +$2.71M +101,895 +8%
Wells Fargo
5
Wells Fargo
California
$28.4M -$6.43M -241,558 -18%
SIC
6
Sigma Investment Counselors
Michigan
$27.6M +$2.05M +77,077 +8%
Truist Financial
7
Truist Financial
North Carolina
$23.3M -$1.93M -72,537 -8%
CIA
8
Capital Investment Advisors
Georgia
$23.1M +$2.78M +104,593 +14%
CIM
9
Confluence Investment Management
Missouri
$18.8M +$105K +3,957 +0.6%
US Bancorp
10
US Bancorp
Minnesota
$14M -$106K -3,995 -0.8%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.9M +$13M +488,694 New
LPL Financial
12
LPL Financial
California
$11.8M +$2.75M +103,282 +30%
SVWAG
13
Sound View Wealth Advisors Group
Georgia
$11.6M +$3.83M +143,687 +49%
Mariner
14
Mariner
Kansas
$11.3M -$1.89M -70,944 -14%
UBS Group
15
UBS Group
Switzerland
$11.1M +$526K +19,764 +5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.45M +$2.15M +80,902 +29%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$8.7M +$218K +8,187 +3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$8.19M -$12.8K -480 -0.2%
GA
19
Gateway Advisory
New Jersey
$8.04M +$108K +4,065 +1%
RW
20
RVW Wealth
California
$8M +$6.63M +249,138 +545%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.97M +$212K +7,975 +3%
ACM
22
Azimuth Capital Management
Michigan
$7.64M +$229K +8,600 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$6.85M -$2.1M -78,948 -23%
PPWM
24
PFG Private Wealth Management
Florida
$6.77M +$480K +18,033 +8%
CTC
25
Central Trust Company
Missouri
$6.56M -$129K -4,851 -2%