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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

46 hedge funds and large institutions have $130M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

18% more funds holding

Funds holding: 39 → 46 (+7)

1.96% more ownership

Funds ownership: 82.26% → 84.22% (+2%)

5% more capital invested

Capital invested by funds: $125M → $130M (+$5.76M)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.53M
2
Bank of America
Bank of America
North Carolina
+$2.56M
3
WI
WrapManager Inc
California
+$1.84M
4
LPL Financial
LPL Financial
California
+$630K
5
AG
Advisor Group
Arizona
+$364K

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$2.89M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.17M
3
Jane Street
Jane Street
New York
-$1.84M
4
UBS Group
UBS Group
Switzerland
-$1.78M
5
CAI
Capital Advisors Inc
Oklahoma
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$385K +$364K +15,848 +1,779%
APP
27
Avantax Planning Partners
Iowa
$282K – – –
SSB
28
Sandy Spring Bank
Maryland
$279K +$84.7K +3,685 +44%
ACS
29
Archford Capital Strategies
Illinois
$232K +$41.4K +1,801 +22%
CA
30
Cetera Advisors
Colorado
$225K – – –
WGCA
31
Wolf Group Capital Advisors
Virginia
$205K – – –
OAM
32
Oppenheimer Asset Management
New York
$191K +$190K +8,278 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$100K -$882K -38,404 -90%
MA
34
MCF Advisors
Kentucky
$95K +$94.7K +4,120 New
FGC
35
Financial Gravity Companies
Texas
$58K +$56.8K +2,473 New
PCP
36
Proficio Capital Partners
Massachusetts
$50K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$47K – – –
IA
38
IFP Advisors
Florida
$34K -$32K -1,392 -48%
AA
39
AlphaMark Advisors
Kentucky
$18K – – –
FCA
40
FinTrust Capital Advisors
South Carolina
$18K +$17.7K +770 New
APA
41
American Portfolios Advisors
New York
$14K +$13.9K +606 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
ADL
43
Asset Dedication LLC
California
$12K +$12.1K +528 New
OIA
44
OneDigital Investment Advisors
Kansas
$12K +$12.4K +540 New
ASN
45
Advisory Services Network
Georgia
$11K -$13.5K -588 -55%
AIC
46
Ameritas Investment Company
Nebraska
$7K +$7.45K +324 New
LWANC
47
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$4.6K +200 New
BlackRock
48
BlackRock
New York
$1K +$69 +3 +7%
Jane Street
49
Jane Street
New York
– -$1.84M -79,051 Closed
LWM
50
Lenox Wealth Management
Ohio
– -$745K -31,986 Closed
1
2
3

IBDR Hedge Fund Activity: Q4 2018 in Review

46 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2018, worth a combined $130M — up 4.6% from $125M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDR positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.53M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.89M.

  • 46 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $130M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2018, up 4.6% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2018 and 3 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $3.53M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2018.