IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

35 hedge funds and large institutions have $112M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
16
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$31.8M
2
Bank of America
2
Bank of America
North Carolina
$16.8M
3
UBS Group
3
UBS Group
Switzerland
$11.3M
4
SWMG
4
Signature Wealth Management Group
Georgia
$2.23M
5
Jane Street
5
Jane Street
New York
$2.32M

Top Sellers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$0
2
CIM
2
Confluence Investment Management
Missouri
$14.3M
3
UCFA
3
United Capital Financial Advisors
Texas
$11.9M
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
PCP
5
Proficio Capital Partners
Massachusetts
$51K
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$31.8M 1,361,700 +1,361,700 New
Bank of America
2
Bank of America
North Carolina
$16.8M 719,791 +143,261 +25%
CIM
3
Confluence Investment Management
Missouri
$14.3M 612,887 -18,571 -3%
UCFA
4
United Capital Financial Advisors
Texas
$11.9M 509,616 -13,848 -3%
UBS Group
5
UBS Group
Switzerland
$11.3M 486,131 +126,299 +35%
Morgan Stanley
6
Morgan Stanley
New York
$4.07M 174,359 +47,917 +38%
Wells Fargo
7
Wells Fargo
California
$3.25M 139,498 +28,598 +26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.53M 108,672 +1,716 +2%
Jane Street
9
Jane Street
New York
$2.32M 99,601 +83,182 +507%
SWMG
10
Signature Wealth Management Group
Georgia
$2.23M 95,724 +89,510 +1,440%
US Bancorp
11
US Bancorp
Minnesota
$1.39M 59,531 +21,361 +56%
LWM
12
Lenox Wealth Management
Ohio
$1.3M 55,615 -5,105 -8%
CTC
13
Central Trust Company
Missouri
$1.11M 47,425 +500 +1%
Stifel Financial
14
Stifel Financial
Missouri
$1M 43,024 +7,568 +21%
ECM
15
Exchange Capital Management
Michigan
$913K 39,167 +1,995 +5%
TF
16
TLWM Financial
Texas
– – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$792K 33,952 +31,310 +1,185%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$731K 31,339 +31,339 New
RJA
19
Raymond James & Associates
Florida
$692K 29,655 +379 +1%
LF
20
Lee Financial
Texas
$650K 27,866 +27,866 New
FPS
21
Fieldpoint Private Securities
Connecticut
$483K 20,700 +20,700 New
Wolverine Trading
22
Wolverine Trading
Illinois
$446K 18,839 – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$347K 14,865 -5,003 -25%
APP
24
Avantax Planning Partners
Iowa
$253K 10,862 – –
Citadel Advisors
25
Citadel Advisors
Florida
$224K 9,594 +9,594 New
1
2