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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
WIC
26
Woodmont Investment Counsel
Tennessee
$19M +$2.52M +107,213 +16%
US Bancorp
27
US Bancorp
Minnesota
$18.2M -$748K -31,868 -4%
RW
28
RVW Wealth
California
$17.9M -$1.11M -47,279 -6%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$16.7M +$4.22M +179,750 +35%
KTM
30
Keeler Thomas Management
Utah
$15M +$14.8M +628,383 New
CIA
31
Capital Investment Advisors
Georgia
$14.5M +$1.5M +64,074 +12%
RJA
32
Raymond James & Associates
Florida
$14.2M +$1.48M +63,150 +12%
MCM
33
MV Capital Management
Maryland
$14.1M +$69.6K +2,964 +0.5%
SAM
34
Summit Asset Management
Tennessee
$13.8M +$12.9M +550,029 +2,030%
BMM
35
Buffington Mohr McNeal
Idaho
$13M -$471K -20,048 -4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$12.9M +$2.33M +99,035 +23%
VVP
37
Venture Visionary Partners
Ohio
$12.9M +$12.6M +537,913 New
Lido Advisors
38
Lido Advisors
California
$12.7M – – –
AF
39
Arrow Financial
New York
$12.5M +$859K +36,590 +8%
HPC
40
HM Payson & Co
Maine
$12.4M +$12.1M +515,809 +23,991%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$11.4M – – –
SWP
42
Stratos Wealth Partners
Ohio
$10M – – –
HCM
43
Howland Capital Management
Massachusetts
$9.97M +$3.31M +141,151 +51%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9.81M +$3.56M +151,775 +59%
CTC
45
Central Trust Company
Missouri
$9.19M +$3.45M +146,745 +62%
GA
46
Gateway Advisory
New Jersey
$9.16M -$8.64M -367,917 -49%
BPA
47
Beacon Pointe Advisors
California
$8.57M +$964K +41,058 +13%
WCM
48
Windsor Capital Management
Arizona
$8.48M +$390K +16,622 +5%
SCA
49
Snowden Capital Advisors
New York
$8.44M – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$8.14M -$3.05M -129,847 -28%
1
2
3 4 5

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.