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iShares iBonds Dec 2026 Term Corporate ETF

46 hedge funds and large institutions have $130M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

18% more funds holding

Funds holding: 3946 (+7)

1.96% more ownership

Funds ownership: 82.26%84.22% (+2%)

5% more capital invested

Capital invested by funds: $125M → $130M (+$5.76M)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$27M -$1.21M -52,664 -4%
Bank of America
2
Bank of America
North Carolina
$20.2M +$2.56M +111,504 +15%
CIM
3
Confluence Investment Management
Missouri
$13.6M -$240K -10,463 -2%
MFWM
4
Motley Fool Wealth Management
Virginia
$12.2M +$17K +738 +0.1%
UBS Group
5
UBS Group
Switzerland
$9.29M -$1.78M -77,407 -16%
ACA
6
Aptus Capital Advisors
Alabama
$8.73M +$8.71M +379,132 New
Wells Fargo
7
Wells Fargo
California
$7.11M +$3.53M +153,780 +99%
Morgan Stanley
8
Morgan Stanley
New York
$4.47M +$269K +11,702 +6%
UCFA
9
United Capital Financial Advisors
Texas
$3.67M -$2.89M -125,703 -44%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.1M -$2.17M -94,501 -41%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.84M +$43.5K +1,893 +2%
SWMG
12
Signature Wealth Management Group
Georgia
$2.35M +$35.3K +1,538 +2%
US Bancorp
13
US Bancorp
Minnesota
$2.04M +$323K +14,062 +19%
WI
14
WrapManager Inc
California
$1.84M +$1.84M +80,078 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.52M +$328K +14,268 +28%
Stifel Financial
16
Stifel Financial
Missouri
$1.32M +$107K +4,660 +9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.12M +$137K +5,952 +14%
TF
18
TLWM Financial
Texas
$946K
ECM
19
Exchange Capital Management
Michigan
$870K -$86.9K -3,783 -9%
RJA
20
Raymond James & Associates
Florida
$869K +$169K +7,343 +24%
LPL Financial
21
LPL Financial
California
$841K +$630K +27,431 +303%
LF
22
Lee Financial
Texas
$642K
CTC
23
Central Trust Company
Missouri
$568K -$473K -20,575 -45%
FPS
24
Fieldpoint Private Securities
Connecticut
$477K
Wolverine Trading
25
Wolverine Trading
Illinois
$461K -$80.7K -3,513 -15%

IBDR Hedge Fund Activity: Q4 2018 in Review

46 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2018, worth a combined $130M — up 4.6% from $125M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDR positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.53M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.89M.

  • 46 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $130M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2018, up 4.6% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2018 and 3 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $3.53M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2018.