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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

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

555% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 11

103% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 64

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

29% more capital invested

Capital invested by funds: $1.38B → $1.77B (+$395M)

25% more funds holding

Funds holding: 238 → 298 (+60)

7.3% more ownership

Funds ownership: 71.49% → 78.79% (+7.3%)

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.34%
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
Morgan Stanley
New York
+$83M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$50.3M
3
Bank of America
Bank of America
North Carolina
+$24.6M
4
KCM
Kathmere Capital Management
Pennsylvania
+$20.1M
5
KTM
Keeler Thomas Management
Utah
+$14.8M

Top Sellers

1
KA
Klingman & Associates
New York
-$24.1M
2
SL
Summitry LLC
California
-$10.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.92M
4
GA
Gateway Advisory
New Jersey
-$8.64M
5
Ameriprise
Ameriprise
Minnesota
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
251
Stratos Investment Management
Ohio
$304K – – –
AMM
252
American Money Management
California
$303K – – –
Bank of New York Mellon
253
Bank of New York Mellon
New York
$286K -$4.29M -182,918 -94%
AWM
254
Avior Wealth Management
Nebraska
$272K – – –
VA
255
Valmark Advisers
Ohio
$272K – – –
PS
256
Principal Securities
Iowa
$271K +$266K +11,345 New
ACA
257
Anchor Capital Advisors
Massachusetts
$268K – – –
ES
258
Eagle Strategies
New York
$267K +$3.24K +138 +1%
CWS
259
Cypress Wealth Services
California
$261K – – –
JBA
260
Johnson Bixby & Associates
Washington
$258K +$3.12K +133 +1%
SF
261
Safeguard Financial
Wisconsin
$254K +$250K +10,648 New
HFA
262
Highland Financial Advisors
New Jersey
$253K +$248K +10,575 New
IAIM
263
International Assets Investment Management
Florida
$253K +$248K +10,575 New
PIMG
264
Patriot Investment Management Group
Tennessee
$251K +$246K +10,494 New
TB
265
Treynor Bancshares
Iowa
$250K +$2.25K +96 +0.9%
AC
266
Adroit Compliance
$240K +$236K +10,033 New
KFAA
267
Klaas Financial Asset Advisors
Illinois
$240K +$236K +10,033 New
BONH
268
Bank of New Hampshire
New Hampshire
$233K – – –
BWM
269
BCS Wealth Management
Tennessee
$231K +$227K +9,655 New
HGERS
270
Householder Group Estate & Retirement Specialist
Arizona
$227K -$23.6K -1,005 -10%
WFA
271
Wells Financial Advisors
Massachusetts
$219K – – –
RW
272
REDW Wealth
New Mexico
$218K -$41.9K -1,783 -16%
CFCI
273
Comprehensive Financial Consultants Institutional
Indiana
$214K – – –
GGI
274
Godsey & Gibb Inc
Virginia
$205K -$49K -2,085 -20%
GCA
275
Gradient Capital Advisors
California
$205K +$201K +8,558 New
9 10
11
12 13

IBDR Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2023, worth a combined $1.77B — up 29% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IBDR positions and 11 closed out — a net gain of 61 holders — while 130 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83M. The largest seller was Klingman & Associates, exiting entirely with an estimated $24.1M sold.

  • 298 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2023, up from 238 in Q3 2023.
  • Funds reported $1.77B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 72 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2023 and 11 closed out, a net change of +61 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $83M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2023 was Klingman & Associates, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.