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iShares iBonds Dec 2026 Term Corporate ETF

124 hedge funds and large institutions have $738M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 21

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $639M → $738M (+$99.1M)

10% more funds holding

Funds holding: 113124 (+11)

0.86% more ownership

Funds ownership: 74.58%75.44% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
66
Reduced
21
Closed
6
Calls
$2.52M
Puts
Net Calls
+$2.52M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$99.7M +$3.36M +128,299 +3%
ACA
2
Aptus Capital Advisors
Alabama
$95.6M +$18.1M +693,129 +23%
Bank of America
3
Bank of America
North Carolina
$64M +$25.9M +989,670 +67%
Morgan Stanley
4
Morgan Stanley
New York
$37.7M +$543K +20,762 +1%
SIC
5
Sigma Investment Counselors
Michigan
$28.1M +$899K +34,338 +3%
CIA
6
Capital Investment Advisors
Georgia
$25.2M +$2.5M +95,550 +11%
Truist Financial
7
Truist Financial
North Carolina
$24.1M +$1.2M +45,900 +5%
KCM
8
Karp Capital Management
California
$21.6M +$21.7M +829,143 New
LPL Financial
9
LPL Financial
California
$19.9M +$8.32M +317,889 +71%
Wells Fargo
10
Wells Fargo
California
$19.8M -$8.25M -315,087 -29%
RW
11
RVW Wealth
California
$19M +$11.3M +433,435 +147%
CIM
12
Confluence Investment Management
Missouri
$18.7M +$264K +10,073 +1%
US Bancorp
13
US Bancorp
Minnesota
$17.4M +$3.7M +141,376 +27%
HighTower Advisors
14
HighTower Advisors
Illinois
$14.9M -$12.8M -488,694 Closed
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$12.1M +$696K +26,587 +6%
UBS Group
16
UBS Group
Switzerland
$11.4M +$535K +20,436 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$10.4M +$1.06M +40,558 +11%
Mariner
18
Mariner
Kansas
$9.99M -$1.09M -41,626 -10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.39M +$830K +31,694 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.23M +$387K +14,788 +5%
GA
21
Gateway Advisory
New Jersey
$7.91M -$7.91K -302 -0.1%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$7.9M -$163K -6,215 -2%
ACM
23
Azimuth Capital Management
Michigan
$7.53M +$16.4K +625 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.61M +$1.41M +53,730 +27%
CTC
25
Central Trust Company
Missouri
$6.6M +$149K +5,682 +2%

IBDR Hedge Fund Activity: Q4 2021 in Review

124 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2021, worth a combined $738M — up 15% from $639M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDR positions and 6 closed out — a net gain of 11 holders — while 66 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $25.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $12.8M sold.

  • 124 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $738M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2021 and 6 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2021 was Bank of America, an estimated $25.9M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2021.