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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

82 hedge funds and large institutions have $358M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
42
Reduced
15
Closed
7
Calls
–
Puts
$243K
Net Calls
-$243K
Net Calls Change
-$243K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.9M
2
Mariner
2
Mariner
Kansas
$10.1M
3
US Bancorp
3
US Bancorp
Minnesota
$9.27M
4
CIA
4
Capital Investment Advisors
Georgia
$13.1M
5
CAI
5
Capital Advisors Inc
Oklahoma
$76.9M

Top Sellers

1
SIC
1
Sigma Investment Counselors
Michigan
$5.05M
2
Wells Fargo
2
Wells Fargo
California
$18.8M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
PAG
4
Private Advisor Group
New Jersey
$1.22M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.78M 103,473 -5,295 -5%
UCFA
27
United Capital Financial Advisors
Texas
$2.75M 102,466 -4,386 -4%
KF
28
Krilogy Financial
Missouri
$2.62M 97,518 -21,662 -18%
Stifel Financial
29
Stifel Financial
Missouri
$2.49M 92,992 +1,050 +1%
RJA
30
Raymond James & Associates
Florida
$2.37M 88,456 +268 +0.3%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$1.95M 72,535 +25 +0%
WI
32
WrapManager Inc
California
$1.94M 72,399 -10 -0%
PWS
33
Peloton Wealth Strategists
Indiana
$1.84M 68,500 +22,000 +47%
PWM
34
Praetorian Wealth Management
California
$1.66M 62,015 +14,814 +31%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M 56,725 +15,332 +37%
ACS
36
Archford Capital Strategies
Illinois
$1.51M 56,354 +6,833 +14%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.35M 50,355 +7,124 +16%
PAG
38
Private Advisor Group
New Jersey
– – -38,800 Closed
AC
39
Avestar Capital
New York
$1.21M 45,180 +4,486 +11%
TF
40
TLWM Financial
Texas
$1.21M 45,254 +45,254 New
ADL
41
Asset Dedication LLC
California
$1.15M 42,866 +7,232 +20%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.14M 42,521 -852 -2%
TCCM
43
Timber Creek Capital Management
Massachusetts
$1.03M 38,220 -400 -1%
SFO
44
Stokes Family Office
Louisiana
$982K 36,600 – –
RW
45
RVW Wealth
California
$899K 33,508 +14,239 +74%
CA
46
Cetera Advisors
Colorado
$872K 32,503 +6,020 +23%
ECM
47
Exchange Capital Management
Michigan
$808K 30,145 +373 +1%
SVWAG
48
Sound View Wealth Advisors Group
Georgia
$788K 29,390 -198 -0.7%
MA
49
MCF Advisors
Kentucky
$748K 27,891 – –
LF
50
Lee Financial
Texas
$747K 27,866 – –
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