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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

124 hedge funds and large institutions have $738M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 21

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $639M → $738M (+$99.1M)

10% more funds holding

Funds holding: 113 → 124 (+11)

0.86% more ownership

Funds ownership: 74.58% → 75.44% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
66
Reduced
21
Closed
6
Calls
$2.52M
Puts
–
Net Calls
+$2.52M
Net Calls Change
+$2.52M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$25.9M
2
KCM
Karp Capital Management
California
+$21.7M
3
ACA
Aptus Capital Advisors
Alabama
+$18.1M
4
RW
RVW Wealth
California
+$11.3M
5
LPL Financial
LPL Financial
California
+$8.32M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$12.8M
2
Wells Fargo
Wells Fargo
California
-$8.25M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.09M
4
PPWM
PFG Private Wealth Management
Florida
-$1.78M
5
Mariner
Mariner
Kansas
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$5.93M +$250K +9,535 +4%
AIA
27
Arcadia Investment Advisors
Idaho
$5.66M +$860K +32,871 +18%
Ameriprise
28
Ameriprise
Minnesota
$5.49M +$164K +6,249 +3%
PWS
29
Peloton Wealth Strategists
Indiana
$5.38M +$78.5K +3,000 +1%
PPWM
30
PFG Private Wealth Management
Florida
$4.89M -$1.78M -67,851 -27%
KNW
31
Kesler Norman & Wride
Utah
$4.81M +$2.64M +100,968 +121%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.71M +$1.55M +59,393 +49%
FBB
33
Fulton Breakefield Broenniman
Maryland
$4.14M +$647K +24,725 +18%
RJA
34
Raymond James & Associates
Florida
$4.11M +$22.4K +856 +0.5%
KF
35
Krilogy Financial
Missouri
$3.96M +$785 +30 +0%
PWM
36
Praetorian Wealth Management
California
$3.71M +$258K +9,838 +7%
Citadel Advisors
37
Citadel Advisors
Florida
$3.66M -$3.09M -118,154 -46%
IF
38
IRON Financial
Illinois
$3.6M +$436K +16,641 +14%
Stifel Financial
39
Stifel Financial
Missouri
$3.46M -$143K -5,467 -4%
FCA
40
FinTrust Capital Advisors
South Carolina
$3.43M +$91.7K +3,504 +3%
4FG
41
4Thought Financial Group
New York
$3.36M +$139K +5,311 +4%
SWMG
42
Signature Wealth Management Group
Georgia
$3.3M +$44.1K +1,683 +1%
UCFA
43
United Capital Financial Advisors
Texas
$3.29M +$38.1K +1,455 +1%
NC
44
NovaPoint Capital
Georgia
$2.36M +$303K +11,556 +15%
LWANC
45
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.36M +$216K +8,270 +10%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.16M +$227K +8,674 +12%
WI
47
WrapManager Inc
California
$2.03M +$79.6K +3,040 +4%
MGIA
48
Matthew Goff Investment Advisor
Texas
$2.02M +$484K +18,486 +31%
WIC
49
Woodmont Investment Counsel
Tennessee
$1.94M +$1.23M +46,814 +169%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.94M +$866K +33,066 +80%
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IBDR Hedge Fund Activity: Q4 2021 in Review

124 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2021, worth a combined $738M — up 15% from $639M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDR positions and 6 closed out — a net gain of 11 holders — while 66 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $25.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $12.8M sold.

  • 124 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $738M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2021 and 6 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2021 was Bank of America, an estimated $25.9M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2021.