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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

103 hedge funds and large institutions have $458M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $429M → $458M (+$29.8M)

5% more funds holding

Funds holding: 98 → 103 (+5)

2.64% less ownership

Funds ownership: 72.89% → 70.25% (-2.6%)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
61
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$8M
2
Morgan Stanley
Morgan Stanley
New York
+$6.27M
3
Wells Fargo
Wells Fargo
California
+$4.61M
4
SIC
Sigma Investment Counselors
Michigan
+$4.37M
5
Bank of America
Bank of America
North Carolina
+$2.82M

Top Sellers

1
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$14.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.55M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.68M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.94M
5
IFG
Independent Financial Group
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.08M -$286K -10,692 -21%
MGIA
52
Matthew Goff Investment Advisor
Texas
$1.03M +$23.4K +876 +2%
RW
53
RVW Wealth
California
$1M +$358K +13,374 +38%
SFO
54
Stokes Family Office
Louisiana
$965K – – –
ADL
55
Asset Dedication LLC
California
$930K -$201K -7,512 -18%
FIM
56
Freedom Investment Management
Connecticut
$887K +$899K +33,633 New
CA
57
Cetera Advisors
Colorado
$885K – – –
MA
58
MCF Advisors
Kentucky
$851K – – –
JP Morgan Chase
59
JP Morgan Chase
New York
$821K +$266K +9,954 +47%
SVWAG
60
Sound View Wealth Advisors Group
Georgia
$816K +$44.1K +1,650 +6%
AIA
61
Arcadia Investment Advisors
Idaho
$800K +$673K +25,174 +488%
ECM
62
Exchange Capital Management
Michigan
$795K +$695 +26 +0.1%
TCCM
63
Timber Creek Capital Management
Massachusetts
$754K -$121K -4,525 -14%
LF
64
Lee Financial
Texas
$735K – – –
LWM
65
Lyell Wealth Management
California
$654K +$177K +6,616 +36%
FPS
66
Fieldpoint Private Securities
Connecticut
$546K – – –
DADC
67
D.A. Davidson & Co
Montana
$544K +$45K +1,682 +9%
FNB
68
Farmers National Bank
Kentucky
$522K +$166K +6,193 +45%
AF
69
Arrow Financial
New York
$522K +$49.2K +1,841 +10%
KAS
70
Kestra Advisory Services
Texas
$501K -$146K -5,451 -22%
JHCP
71
Jackson Hole Capital Partners
Oklahoma
$499K +$506K +18,945 New
MMHP
72
Murphy Middleton Hinkle & Parker
Georgia
$491K +$191K +7,153 +62%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$462K +$103K +3,854 +28%
PPP
74
Private Portfolio Partners
New Jersey
$387K – – –
PA
75
Pinnacle Associates
New York
$380K -$26.7K -1,000 -6%
1 2
3
4 5

IBDR Hedge Fund Activity: Q1 2021 in Review

103 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q1 2021, worth a combined $458M — up 6.9% from $429M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDR positions and 10 closed out — a net gain of 5 holders — while 61 added to existing stakes and 12 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $8M. The largest seller was Brandywine Oak Private Wealth, exiting entirely with an estimated $14.7M sold.

  • 103 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q1 2021, up from 98 in Q4 2020.
  • Funds reported $458M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q1 2021, up 6.9% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q1 2021 and 10 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q1 2021 was Capital Advisors Inc, an estimated $8M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q1 2021 was Brandywine Oak Private Wealth, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2021.