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iShares iBonds Dec 2026 Term Corporate ETF

103 hedge funds and large institutions have $458M 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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+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 → $458M (+$29.8M)

5% more funds holding

Funds holding: 98103 (+5)

2.64% less ownership

Funds ownership: 72.89%70.25% (-2.6%)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
61
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$87.6M +$8M +299,078 +10%
Morgan Stanley
2
Morgan Stanley
New York
$33.9M +$6.27M +234,476 +22%
Bank of America
3
Bank of America
North Carolina
$31.7M +$2.82M +105,356 +10%
Wells Fargo
4
Wells Fargo
California
$23.8M +$4.61M +172,462 +24%
Truist Financial
5
Truist Financial
North Carolina
$23.3M +$1.65M +61,642 +7%
SIC
6
Sigma Investment Counselors
Michigan
$22.7M +$4.37M +163,536 +23%
CIM
7
Confluence Investment Management
Missouri
$18.1M +$841K +31,475 +5%
CIA
8
Capital Investment Advisors
Georgia
$17.3M +$2.45M +91,814 +16%
Mariner
9
Mariner
Kansas
$14.5M +$628K +23,506 +4%
US Bancorp
10
US Bancorp
Minnesota
$11.6M +$549K +20,522 +5%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$10.4M +$185K +6,913 +2%
UBS Group
12
UBS Group
Switzerland
$8.62M +$60.4K +2,260 +0.7%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.57M
GA
14
Gateway Advisory
New Jersey
$7.77M +$212K +7,930 +3%
ACM
15
Azimuth Capital Management
Michigan
$7.27M +$1.97M +73,580 +36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.06M +$1.52M +56,760 +27%
CTC
17
Central Trust Company
Missouri
$6.62M -$21.4K -799 -0.3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.29M +$1.94M +72,591 +44%
PPWM
19
PFG Private Wealth Management
Florida
$5.94M +$576K +21,541 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.45M +$872K +32,605 +19%
Ameriprise
21
Ameriprise
Minnesota
$5.04M +$309K +11,547 +6%
SSB
22
Sandy Spring Bank
Maryland
$4.96M -$285K -10,645 -5%
LPL Financial
23
LPL Financial
California
$4.38M +$698K +26,105 +19%
RJA
24
Raymond James & Associates
Florida
$4.11M +$1.39M +52,080 +50%
PWS
25
Peloton Wealth Strategists
Indiana
$3.95M +$1.16M +43,500 +41%

IBDR Hedge Fund Activity: Q1 2021 in Review

103 of the 5,695 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 $458M — up 6.9% 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 $458M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q1 2021, up 6.9% 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.