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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
AA
301
Ancora Advisors
Ohio
$25.1K +$24.7K +1,050 New
GBT
302
Grove Bank & Trust
Florida
$20.3K – – –
AIC
303
Archer Investment Corporation
Indiana
$19.3K – – –
SWPG
304
Strategic Wealth Partners Group
Illinois
$18.1K – – –
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K – – –
Fidelity Investments
306
Fidelity Investments
Massachusetts
$13.6K -$1.36K -58 -9%
CAL
307
Capital Analysts LLC
Pennsylvania
$12K – – –
SPIA
308
Steward Partners Investment Advisory
New York
$11.9K – – –
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$11.2K – – –
BC
310
Bartlett & Co
Ohio
$10K -$47K -2,000 -83%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$9.6K -$47K -2,000 -83%
PBK
312
Peoples Bank (Kansas)
Kansas
$7.17K – – –
BFPW
313
BOK Financial Private Wealth
Colorado
$7.1K +$6.97K +297 New
PCM
314
Penserra Capital Management
California
$7K +$7.3K +311 New
FGAM
315
Financial Gravity Asset Management
Texas
$5.96K +$2.96K +126 +100%
BlackRock
316
BlackRock
New York
$3.35K – – –
Citigroup
317
Citigroup
New York
$191 -$352 -15 -65%
HNB
318
Huntington National Bank
Ohio
$24 – – –
Jane Street
319
Jane Street
New York
– -$1.6M -68,705 Closed
OMC
320
Old Mission Capital
Illinois
– -$648K -27,754 Closed
PPP
321
Private Portfolio Partners
New Jersey
– -$322K -13,800 Closed
BCV
322
Banque Cantonale Vaudoise
Switzerland
– -$136K -5,808 Closed
RTC
323
Riverview Trust Company
Washington
– -$131K -5,627 Closed
ANBT
324
American National Bank & Trust
Texas
– -$50.5K -2,165 Closed
FMII
325
Farmers & Merchants Investments Inc
Nebraska
– -$26.9K -1,154 Closed
10 11 12
13
14

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.