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iShares iBonds Dec 2026 Term Corporate ETF

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: 113124 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
51
Archford Capital Strategies
Illinois
$1.93M +$19.8K +757 +1%
ABC
52
Associated Banc-Corp
Wisconsin
$1.93M +$253K +9,652 +15%
VWMG
53
Virginia Wealth Management Group
Virginia
$1.92M +$1.93M +73,550 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$1.92M +$109K +4,148 +6%
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$1.84M
CA
56
CGN Advisors
Kansas
$1.7M +$234K +8,929 +16%
AC
57
Avestar Capital
New York
$1.7M -$303K -11,585 -15%
FFIC
58
First Fiduciary Investment Counsel
Ohio
$1.43M +$1.27M +48,360 +747%
FIM
59
Freedom Investment Management
Connecticut
$1.36M +$494K +18,867 +56%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.32M -$60.1K -2,297 -4%
LWM
61
Lyell Wealth Management
California
$1.1M +$36.6K +1,400 +3%
TF
62
TLWM Financial
Texas
$1.07M
ADL
63
Asset Dedication LLC
California
$1.03M -$8.53K -326 -0.8%
SFO
64
Stokes Family Office
Louisiana
$954K
CA
65
Cetera Advisors
Colorado
$875K -$10.1K -384 -1%
MIH
66
Meitav Investment House
Israel
$830K +$235K +8,982 +39%
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$824K +$828K +31,617 New
ECM
68
Exchange Capital Management
Michigan
$774K -$6.62K -253 -0.8%
TCCM
69
Timber Creek Capital Management
Massachusetts
$768K -$55.8K -2,130 -7%
LHC
70
Little House Capital
Massachusetts
$734K -$11.4K -436 -2%
FNB
71
Farmers National Bank
Kentucky
$726K +$372K +14,224 +104%
LF
72
Lee Financial
Texas
$726K
FTUS
73
Flow Traders U.S.
New York
$714K +$717K +27,377 New
AIM
74
Arcadia Investment Management
Michigan
$690K +$6.54K +250 +1%
KAS
75
Kestra Advisory Services
Texas
$634K +$10.8K +414 +2%

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.