iShares iBonds Dec 2026 Term Corporate ETF
IBDR
39 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
11% more funds holding
Funds holding: 35 → 39 (+4)
11% more capital invested
Capital invested by funds: $112M → $125M (+$12.4M)
5.85% more ownership
Funds ownership: 76.41% → 82.26% (+5.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$12.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.36M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$647K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.25M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$3.24M |
| 3 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
-$552K |
| 4 |
Jane Street
New York
|
-$480K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$328K |
IBDR Hedge Fund Activity: Q3 2018 in Review
39 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q3 2018, worth a combined $125M — up 11% from $112M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBDR positions and 1 closed out — a net gain of 4 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $12.4M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.25M.
- 39 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2018, up from 35 in Q2 2018.
- Funds reported $125M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2018 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q3 2018 was Motley Fool Wealth Management, an estimated $12.4M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $5.25M sold.
Based on aggregated 13F filings for Q3 2018.