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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
CIAS
76
CFS Investment Advisory Services
New Jersey
$631K +$645K +24,631 New
AF
77
Arrow Financial
New York
$627K +$6.67K +255 +1%
SWM
78
Segment Wealth Management
Texas
$582K +$351K +13,400 +150%
BAM
79
Belpointe Asset Management
Nevada
$570K +$573K +21,886 New
DADC
80
D.A. Davidson & Co
Montana
$569K +$11K +419 +2%
LC
81
Legacy CG
Texas
$547K +$549K +20,975 New
FPS
82
Fieldpoint Private Securities
Connecticut
$540K – – –
Jane Street
83
Jane Street
New York
$522K -$855K -32,667 -62%
WGCA
84
Wolf Group Capital Advisors
Virginia
$511K +$514K +19,620 New
MMHP
85
Murphy Middleton Hinkle & Parker
Georgia
$495K +$6.31K +241 +1%
PPP
86
Private Portfolio Partners
New Jersey
$417K – – –
APA
87
American Portfolios Advisors
New York
$384K +$77.7K +2,970 +25%
RFC
88
Regions Financial Corp
Alabama
$380K – – –
MSFS
89
Main Street Financial Solutions
Pennsylvania
$377K +$379K +14,477 New
CWS
90
Cypress Wealth Services
California
$376K -$10.8K -414 -3%
PA
91
Pinnacle Associates
New York
$375K – – –
SWPG
92
Strategic Wealth Partners Group
Illinois
$364K +$365K +13,958 New
TB
93
Treynor Bancshares
Iowa
$352K +$353K +13,500 New
BWM
94
BerganKDV Wealth Management
Minnesota
$338K +$117K +4,458 +52%
AMM
95
American Money Management
California
$331K – – –
BEI
96
Benjamin Edwards Inc
Missouri
$323K +$47.6K +1,817 +17%
BCV
97
Banque Cantonale Vaudoise
Switzerland
$280K – – –
MFM
98
Mirsky Financial Management
New York
$272K +$274K +10,449 New
CFCI
99
Comprehensive Financial Consultants Institutional
Indiana
$272K +$283K +10,792 New
RBC
100
Roble Belko & Company
Pennsylvania
$263K – – –
2 3
4
5 6

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.