iShares iBonds Dec 2026 Term Corporate ETF
IBDR
103 hedge funds and large institutions have $459M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 10 closing their positions.
408% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $429M → $459M (+$30.1M)
5% more funds holding
Funds holding: 98 → 103 (+5)
2.64% less ownership
Funds ownership: 72.89% → 70.25% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$8M |
| 2 |
Morgan Stanley
New York
|
+$6.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.61M |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$4.37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$14.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.68M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$1.94M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$1.49M |
IBDR Hedge Fund Activity: Q1 2021 in Review
103 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q1 2021, worth a combined $459M — up 7% from $429M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBDR positions and 10 closed out — a net gain of 5 holders — while 61 added to existing stakes and 12 trimmed.
The largest buyer was Capital Advisors Inc, adding an estimated $8M. The largest seller was Brandywine Oak Private Wealth, exiting entirely with an estimated $14.7M sold.
- 103 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q1 2021, up from 98 in Q4 2020.
- Funds reported $459M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q1 2021, up 7% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q1 2021 and 10 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q1 2021 was Capital Advisors Inc, an estimated $8M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q1 2021 was Brandywine Oak Private Wealth, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2021.