iShares iBonds Dec 2026 Term Corporate ETF
IBDR
166 hedge funds and large institutions have $924M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 37 reducing their positions, and 2 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 2
114% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 37
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
17% more capital invested
Capital invested by funds: $793M → $924M (+$131M)
14% more funds holding
Funds holding: 146 → 166 (+20)
0.13% less ownership
Funds ownership: 78.48% → 78.35% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
+$26.5M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
+$18.4M |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$17.4M |
| 4 |
CIM
Corda Investment Management
Houston,
Texas
|
+$16.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.46M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$5.39M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.61M |
| 4 |
ACIM
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
-$3.74M |
| 5 |
LC
Legacy CG
Plano,
Texas
|
-$1.65M |
IBDR Hedge Fund Activity: Q3 2022 in Review
166 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q3 2022, worth a combined $924M — up 17% from $793M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBDR positions and 2 closed out — a net gain of 22 holders — while 79 added to existing stakes and 37 trimmed.
The largest buyer was Shufro Rose & Co, adding an estimated $26.5M. The largest seller was HighTower Advisors, exiting entirely with an estimated $7.46M sold.
- 166 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2022, up from 146 in Q2 2022.
- Funds reported $924M of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2022, up 17% quarter-over-quarter.
- 24 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2022 and 2 closed out, a net change of +22 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q3 2022 was Shufro Rose & Co, an estimated $26.5M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $7.46M sold.
Based on aggregated 13F filings for Q3 2022.