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

Top Sellers

1
KA
Klingman & Associates
New York
$23.9M
2
HighTower Advisors
HighTower Advisors
Illinois
$22.4M
3
Corient Private Wealth
Corient Private Wealth
Florida
$0
4
SL
Summitry LLC
California
$20.5M
5
SWP
Stratos Wealth Partners
Ohio
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$204K +$204K +8,528 New
BSG
277
Black Swift Group
Colorado
$201K +$201K +8,400 New
AIM
278
Arcadia Investment Management
Michigan
$179K -$35.3K -1,475 -16%
SHIM
279
Stone House Investment Management
Pennsylvania
$156K +$156K +6,541 New
AA
280
Addison Advisors
Vermont
$150K -$5.5K -230 -4%
ASN
281
Advisory Services Network
Georgia
$125K +$125K +5,236 New
KHC
282
Koesten Hirschmann & Crabtree
Kansas
$122K +$122K +5,110 New
ATC
283
Adirondack Trust Company
New York
$120K +$120K +5,058 New
BWL
284
Bogart Wealth LLC
Virginia
$118K +$54.6K +2,286 +86%
PTC
285
Private Trust Company
Ohio
$107K -$621 -26 -0.6%
AAG
286
Armstrong Advisory Group
Massachusetts
$98.1K – – –
HI
287
Harbour Investments
Wisconsin
$95.2K +$1.17K +49 +1%
HWA
288
HHM Wealth Advisors
Tennessee
$90.2K – – –
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$71.6K +$71.6K +3,059 New
FHA
290
First Horizon Advisors
Tennessee
$70.7K +$70.7K +2,960 New
S
291
Sachetta
Massachusetts
$64.5K +$64.5K +2,700 New
AC
292
AlphaCore Capital
California
$59.8K – – –
PGAM
293
Princeton Global Asset Management
New Jersey
$57.5K +$57.5K +2,406 New
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.9K +$47.9K +2,000 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$44.6K +$13.9K +583 +45%
SC
296
Stephens Consulting
Michigan
$38.8K +$5.23K +219 +16%
SWM
297
Spire Wealth Management
Virginia
$33.4K +$33.4K +1,400 New
RF
298
Robbins Farley
New Hampshire
$31.4K – – –
MFC
299
Morris Financial Concepts
South Carolina
$26.7K +$26.7K +1,116 New
MCA
300
Maryland Capital Advisors
Maryland
$26.6K +$26.6K +1,114 New
10 11
12
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