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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

298 hedge funds and large institutions have $1.77B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.37%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
72
Increased
130
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$53M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$20.5M
5
KTM
5
Keeler Thomas Management
Utah
$15M

Top Sellers

1
KA
1
Klingman & Associates
New York
$23.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$22.4M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
SL
4
Summitry LLC
California
$20.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
226
Murphy Middleton Hinkle & Parker
Georgia
$396K – – –
PJSIMP
227
P.J. Schmidt Investment Management (PJS)
Wisconsin
$377K +$19.7K +822 +6%
MOS
228
MGO One Seven
Ohio
$376K +$376K +15,748 New
PP
229
Prosperity Planning
Missouri
$373K – – –
PA
230
PSI Advisors
Florida
$373K +$230K +9,610 +160%
MA
231
MKT Advisors
California
$366K +$123K +5,181 +51%
NEPWA
232
New England Private Wealth Advisors
Massachusetts
$366K – – –
DSC
233
Duncker Streett & Co
Missouri
$363K – – –
CAN
234
Cetera Advisor Networks
California
$360K -$36K -1,507 -9%
SPWM
235
Straight Path Wealth Management
Michigan
$360K +$141K +5,913 +65%
Focus Partners Wealth
236
Focus Partners Wealth
Massachusetts
$358K +$358K +14,977 New
HWM
237
Horizons Wealth Management
North Carolina
$351K +$37.7K +1,579 +12%
GWCM
238
Godshalk Welsh Capital Management
Pennsylvania
$347K +$347K +14,500 New
AAS
239
Avantax Advisory Services
Texas
$343K +$20K +835 +6%
SC
240
Saiph Capital
New Jersey
$343K -$55.7K -2,332 -14%
PB
241
Pinnacle Bancorp
Nebraska
$340K – – –
RBC
242
Roble Belko & Company
Pennsylvania
$337K +$4.37K +183 +1%
USWIA
243
UP Strategic Wealth Investment Advisors
Pennsylvania
$336K +$336K +14,054 New
KC
244
Kades & Cheifetz
Pennsylvania
$335K +$106K +4,446 +47%
Baird Financial Group
245
Baird Financial Group
Wisconsin
$327K +$327K +13,682 New
VNA
246
Valley National Advisers
Pennsylvania
$322K +$287 +12 +0.1%
RJT
247
Raymond James Trust
Florida
$316K +$67.5K +2,824 +27%
SS
248
Sunbelt Securities
Texas
$314K – – –
PWM
249
Perigon Wealth Management
California
$305K +$41.3K +1,729 +16%
CHA
250
Cooper/Haims Advisors
New York
$304K +$304K +12,706 New
8 9
10
11 12