iShares iBonds Dec 2026 Term Corporate ETF
IBDR
31 hedge funds and large institutions have $78.2M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 2 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more funds holding
Funds holding: 28 → 31 (+3)
6% less capital invested
Capital invested by funds: $83.4M → $78.2M (-$5.26M)
16.98% less ownership
Funds ownership: 95.67% → 78.69% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.32M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.19M |
| 3 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$1M |
| 4 |
Morgan Stanley
New York
|
+$974K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.6M |
| 2 |
Jane Street
New York
|
-$319K |
| 3 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
-$219K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$85K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$15.1K |
IBDR Hedge Fund Activity: Q1 2018 in Review
31 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q1 2018, worth a combined $78.2M — down 6.3% from $83.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBDR positions and 2 closed out — a net gain of 3 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $4.32M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $12.6M sold.
- 31 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q1 2018, up from 28 in Q4 2017.
- Funds reported $78.2M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q1 2018, down 6.3% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q1 2018 and 2 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q1 2018 was Bank of America, an estimated $4.32M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2018.