iShares iBonds Dec 2026 Term Corporate ETF
IBDR
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.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
44% more capital invested
Capital invested by funds: $78.2M → $112M (+$34.1M)
13% more funds holding
Funds holding: 31 → 35 (+4)
2.28% less ownership
Funds ownership: 78.69% → 76.41% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$31.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.34M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.95M |
| 4 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
+$2.09M |
| 5 |
Jane Street
New York
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$11.1M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$433K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$323K |
| 4 |
OAM
Oppenheimer Asset Management
New York
|
-$212K |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$145K |
IBDR Hedge Fund Activity: Q2 2018 in Review
35 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q2 2018, worth a combined $112M — up 44% from $78.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBDR positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $31.8M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $11.1M sold.
- 35 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q2 2018, up from 31 in Q1 2018.
- Funds reported $112M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q2 2018, up 44% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q2 2018 and 3 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q2 2018 was Capital Advisors Inc, an estimated $31.8M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q2 2018 was Motley Fool Wealth Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q2 2018.