iShares iBonds Dec 2026 Term Corporate ETF
IBDR
98 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
420% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 10
19% more capital invested
Capital invested by funds: $360M → $429M (+$68.6M)
18% more funds holding
Funds holding: 83 → 98 (+15)
4.28% more ownership
Funds ownership: 68.61% → 72.89% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$13.7M |
| 2 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
+$5.44M |
| 3 |
Morgan Stanley
New York
|
+$4.31M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$4.28M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$305K |
| 2 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$136K |
| 3 |
GGI
Godsey & Gibb Inc
Richmond,
Virginia
|
-$76.4K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$58.4K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$23.8K |
IBDR Hedge Fund Activity: Q4 2020 in Review
98 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2020, worth a combined $429M — up 19% from $360M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBDR positions and 3 closed out — a net gain of 15 holders — while 52 added to existing stakes and 10 trimmed.
The largest buyer was Sigma Investment Counselors, adding an estimated $13.7M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $305K sold.
- 98 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2020, up from 83 in Q3 2020.
- Funds reported $429M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2020 and 3 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2020 was Sigma Investment Counselors, an estimated $13.7M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2020 was Thoroughbred Financial Services, an estimated $305K sold.
Based on aggregated 13F filings for Q4 2020.