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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
CWS
76
Cypress Wealth Services
California
$364K +$127K +4,756 +52%
Citadel Advisors
77
Citadel Advisors
Florida
$363K -$3.68M -137,704 -91%
FTUS
78
Flow Traders U.S.
New York
$361K +$366K +13,695 New
BCV
79
Banque Cantonale Vaudoise
Switzerland
$283K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$267K +$53.2K +1,990 +24%
RBC
81
Roble Belko & Company
Pennsylvania
$266K – – –
RFC
82
Regions Financial Corp
Alabama
$237K +$25.1K +940 +12%
SWM
83
Segment Wealth Management
Texas
$220K +$223K +8,340 New
BEI
84
Benjamin Edwards Inc
Missouri
$209K +$27.5K +1,028 +15%
APA
85
American Portfolios Advisors
New York
$195K +$13.6K +510 +7%
AWM
86
Atticus Wealth Management
Florida
$185K – – –
BWM
87
BerganKDV Wealth Management
Minnesota
$173K +$89.2K +3,335 +104%
WFA
88
Wells Financial Advisors
Massachusetts
$157K – – –
RG
89
Retirement Group
California
$140K +$3.61K +135 +3%
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K +$88.2K +3,300 +660%
PP
91
Prosperity Planning
Missouri
$50K – – –
AIC
92
Archer Investment Corporation
Indiana
$47.1K – – –
BFEC
93
Benjamin F. Edwards & Company
Missouri
$43K +$882 +33 +2%
NFG
94
Next Financial Group
Texas
$42K – – –
TC
95
Trust Company
Kansas
$39K +$40K +1,495 New
KFAA
96
Klaas Financial Asset Advisors
Illinois
$35K +$35.5K +1,327 New
AF
97
Allworth Financial
California
$34K – – –
HI
98
Harbour Investments
Wisconsin
$19K +$19.3K +723 New
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K – – –
FNBOSM
100
First National Bank of South Miami
Florida
$11K – – –
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.