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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

210 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.31%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
20
Increased
111
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$61.1M
2
KTM
2
Keeler Thomas Management
Utah
$14.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
GA
4
Gateway Advisory
New Jersey
$17.4M
5
Jane Street
5
Jane Street
New York
$14.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$32.5M
3
KA
3
Klingman & Associates
New York
$24M
4
CIM
4
Corda Investment Management
Texas
$23.4M
5
VVP
5
Venture Visionary Partners
Ohio
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$5.22M 222,494 -83,479 -27%
SWMG
52
Signature Wealth Management Group
Georgia
$5.08M 216,629 +4,441 +2%
MA
53
MCF Advisors
Kentucky
$4.92M 209,469 -47,221 -18%
GT
54
Glenview Trust
Kentucky
$4.91M 209,055 +28,635 +16%
FCA
55
FinTrust Capital Advisors
South Carolina
$4.84M 207,349 – –
CTC
56
Central Trust Company
Missouri
$4.73M 201,441 -69,244 -26%
LWM
57
Lyell Wealth Management
California
$4.59M 195,772 +32,830 +20%
IF
58
IRON Financial
Illinois
$4.56M 194,276 +590 +0.3%
KAS
59
Kestra Advisory Services
Texas
$4.43M 188,662 -33,983 -15%
AWS
60
Atria Wealth Solutions
New York
$4.4M 187,461 +6,822 +4%
Mariner
61
Mariner
Kansas
$4.32M 184,167 +5,624 +3%
PWM
62
Praetorian Wealth Management
California
$4.25M 181,117 +3,983 +2%
UCFA
63
United Capital Financial Advisors
Texas
$4.01M 170,737 +33,519 +24%
CA
64
CGN Advisors
Kansas
$3.96M 168,676 +11,323 +7%
Creative Planning
65
Creative Planning
Kansas
$3.96M 168,636 +21,330 +14%
OAJ
66
Ogorek Anthony Joseph
New York
$3.89M 165,599 +91,613 +124%
Lido Advisors
67
Lido Advisors
California
– – – –
IA
68
IFP Advisors
Florida
$3.68M 156,975 -36,418 -19%
DADC
69
D.A. Davidson & Co
Montana
$3.66M 156,000 +1,331 +0.9%
FWMM
70
Foundation Wealth Management (Missouri)
Missouri
– – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$3.5M 149,010 +11,472 +8%
KF
72
Krilogy Financial
Missouri
$3.49M 148,862 +875 +0.6%
ICG
73
InterOcean Capital Group
Tennessee
$3.43M 146,130 +42,620 +41%
VWMG
74
Virginia Wealth Management Group
Virginia
$2.98M 126,855 +2,140 +2%
HCM
75
Howland Capital Management
Massachusetts
$2.98M 126,780 +62,695 +98%
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