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.
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)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.53M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.56M |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
+$1.84M |
| 4 |
LPL Financial
San Diego,
California
|
+$630K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$364K |
Top Sellers
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.89M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.17M |
| 3 |
Jane Street
New York
|
-$1.84M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.78M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
51
Two Sigma Securities
New York
| – | -$207K | -8,903 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | +$23 | +1 | New |
|
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.