iShares iBonds Dec 2026 Term Corporate ETF
IBDR
146 hedge funds and large institutions have $793M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 12 closing their positions.
208% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 12
36% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 36
20% more funds holding
Funds holding: 122 → 146 (+24)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.85% less ownership
Funds ownership: 80.33% → 78.48% (-1.8%)
6% less capital invested
Capital invested by funds: $843M → $793M (-$50.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
+$103M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$27.8M |
| 3 |
KA
Klingman & Associates
New York
|
+$11.9M |
| 4 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
+$7.61M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$7.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$179M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$18.4M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$13.2M |
| 4 |
KCM
Karp Capital Management
Sausalito,
California
|
-$12.6M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
-$9.18M |
IBDR Hedge Fund Activity: Q2 2022 in Review
146 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q2 2022, worth a combined $793M — down 5.9% from $843M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IBDR positions and 12 closed out — a net gain of 25 holders — while 49 added to existing stakes and 36 trimmed.
The largest buyer was Shufro Rose & Co, opening a new position worth an estimated $103M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $179M sold.
- 146 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q2 2022, up from 122 in Q1 2022.
- Funds reported $793M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q2 2022, down 5.9% quarter-over-quarter.
- 37 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q2 2022 and 12 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q2 2022 was Shufro Rose & Co, an estimated $103M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $179M sold.
Based on aggregated 13F filings for Q2 2022.