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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
SG
101
Strid Group
Pennsylvania
$257K
FPAS
102
Focus Partners Advisor Solutions
Missouri
$223K +$224K +8,542 New
TFS
103
Thoroughbred Financial Services
Tennessee
$219K +$15K +574 +7%
AM
104
Atwater Malick
Pennsylvania
$212K -$4.08K -156 -2%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$187K +$340 +13 +0.2%
BCPWM
106
Bradley & Co Private Wealth Management
Florida
$186K +$174K +6,640 +1,328%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$183K +$18.1K +693 +11%
AWM
108
Atticus Wealth Management
Florida
$182K
WFA
109
Wells Financial Advisors
Massachusetts
$176K +$20.9K +800 +13%
JP Morgan Chase
110
JP Morgan Chase
New York
$142K -$3.46K -132 -2%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$99.5K -$707 -27 -0.7%
IA
112
IFP Advisors
Florida
$78K
KFAA
113
Klaas Financial Asset Advisors
Illinois
$59K
ANBT
114
American National Bank & Trust
Texas
$56K
PP
115
Prosperity Planning
Missouri
$49K
NFG
116
Next Financial Group
Texas
$42K
AIC
117
Archer Investment Corporation
Indiana
$41.6K
TC
118
Trust Company
Kansas
$39K
AF
119
Allworth Financial
California
$34K
HI
120
Harbour Investments
Wisconsin
$31K -$65.2K -2,490 -68%
CA
121
CoreCap Advisors
Michigan
$26K +$26.2K +1,000 New
VNA
122
Valley National Advisers
Pennsylvania
$25K +$25K +956 New
FNBOSM
123
First National Bank of South Miami
Florida
$24K
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K
AA
125
AlphaMark Advisors
Kentucky
$9K

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.