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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$25.9M |
| 2 |
KCM
Karp Capital Management
Sausalito,
California
|
+$21.7M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$18.1M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$11.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$12.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.25M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.09M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.78M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
126
Financial Gravity Asset Management
Lakeway,
Texas
| $5.25K | +$288 | +11 | +5% |
|
127
Fidelity Investments
Boston,
Massachusetts
| $5K | -$1.89K | -72 | -26% |
|
128
BlackRock
New York
| $3K | +$2.3K | +88 | +191% |
|
129
Bessemer Group
Woodbridge,
New Jersey
| $3K | +$3.51K | +134 | New |
|
|
MA
130
MCF Advisors
Covington,
Kentucky
| – | -$856K | -32,295 | Closed |
|
|
OMC
131
Old Mission Capital
Chicago,
Illinois
| – | -$487K | -18,387 | Closed |
|
|
IWA
132
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$5K | -172 | Closed |
|
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.