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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 %
SIM
251
Stratos Investment Management
Ohio
$304K -$222K – –
AMM
252
American Money Management
California
$303K – – –
Bank of New York Mellon
253
Bank of New York Mellon
New York
$286K -$4.37M -182,918 -94%
AWM
254
Avior Wealth Management
Nebraska
$272K – – –
VA
255
Valmark Advisers
Ohio
$272K -$217K – –
PS
256
Principal Securities
Iowa
$271K +$271K +11,345 New
ACA
257
Anchor Capital Advisors
Massachusetts
$268K – – –
ES
258
Eagle Strategies
New York
$267K +$3.3K +138 +1%
CWS
259
Cypress Wealth Services
California
$261K – – –
JBA
260
Johnson Bixby & Associates
Washington
$258K +$3.18K +133 +1%
SF
261
Safeguard Financial
Wisconsin
$254K +$254K +10,648 New
HFA
262
Highland Financial Advisors
New Jersey
$253K +$253K +10,575 New
IAIM
263
International Assets Investment Management
Florida
$253K +$253K +10,575 New
PIMG
264
Patriot Investment Management Group
Tennessee
$251K +$251K +10,494 New
TB
265
Treynor Bancshares
Iowa
$250K +$2.29K +96 +0.9%
AC
266
Adroit Compliance
$240K +$240K +10,033 New
KFAA
267
Klaas Financial Asset Advisors
Illinois
$240K +$240K +10,033 New
BONH
268
Bank of New Hampshire
New Hampshire
$233K – – –
BWM
269
BCS Wealth Management
Tennessee
$231K +$231K +9,655 New
HGERS
270
Householder Group Estate & Retirement Specialist
Arizona
$227K -$23.9K -1,005 -10%
WFA
271
Wells Financial Advisors
Massachusetts
$219K – – –
RW
272
REDW Wealth
New Mexico
$218K -$42.6K -1,783 -16%
CFCI
273
Comprehensive Financial Consultants Institutional
Indiana
$214K -$209K – –
GGI
274
Godsey & Gibb Inc
Virginia
$205K -$49.8K -2,085 -20%
GCA
275
Gradient Capital Advisors
California
$205K +$205K +8,558 New
9 10
11
12 13