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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

238 hedge funds and large institutions have $1.38B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

173% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 45

13% more funds holding

Funds holding: 210 → 238 (+28)

4% more capital invested

Capital invested by funds: $1.33B → $1.38B (+$47.9M)

0.12% more ownership

Funds ownership: 71.37% → 71.49% (+0.12%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
3.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
40
Increased
123
Reduced
45
Closed
7
Calls
$1.65M
Puts
–
Net Calls
+$1.65M
Net Calls Change
+$1.65M

Top Buyers

1
SL
Summitry LLC
California
+$31M
2
KA
Klingman & Associates
New York
+$24M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$21.1M
4
UBS Group
UBS Group
Switzerland
+$16M
5
WCM
Windsor Capital Management
Arizona
+$7.92M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$57.3M
2
KTM
Keeler Thomas Management
Utah
-$13.7M
3
Jane Street
Jane Street
New York
-$12.6M
4
DADC
D.A. Davidson & Co
Montana
-$3.66M
5
MCM
MV Capital Management
Maryland
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
51
Fulton Breakefield Broenniman
Maryland
$5.97M -$51.2K -2,185 -0.8%
PWS
52
Peloton Wealth Strategists
Indiana
$5.76M +$294K +12,545 +5%
GT
53
Glenview Trust
Kentucky
$5.58M +$705K +30,100 +14%
CTC
54
Central Trust Company
Missouri
$5.55M +$855K +36,532 +18%
KAS
55
Kestra Advisory Services
Texas
$5.5M +$1.11M +47,225 +25%
FCA
56
FinTrust Capital Advisors
South Carolina
$5.5M +$666K +28,443 +14%
SSB
57
Sandy Spring Bank
Maryland
$5.36M +$102K +4,369 +2%
Creative Planning
58
Creative Planning
Kansas
$5.29M +$1.36M +58,147 +34%
LWM
59
Lyell Wealth Management
California
$5.18M +$614K +26,239 +13%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$4.96M -$229K -9,779 -4%
CFS
61
Commonwealth Financial Services
West Virginia
$4.94M +$4.95M +211,501 New
AWS
62
Atria Wealth Solutions
New York
$4.65M +$279K +11,931 +6%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$4.55M +$2.02M +86,071 +79%
Mariner
64
Mariner
Kansas
$4.5M +$206K +8,816 +5%
IF
65
IRON Financial
Illinois
$4.46M -$78.3K -3,344 -2%
PWM
66
Praetorian Wealth Management
California
$4.38M +$157K +6,714 +4%
SWA
67
Stratos Wealth Advisors
Ohio
$4.16M – – –
CA
68
CGN Advisors
Kansas
$4.08M +$140K +5,996 +4%
ICG
69
InterOcean Capital Group
Tennessee
$4M +$591K +25,233 +17%
OAJ
70
Ogorek Anthony Joseph
New York
$3.94M +$81.1K +3,464 +2%
UCFA
71
United Capital Financial Advisors
Texas
$3.92M -$65K -2,778 -2%
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
$3.84M +$2.51M +107,241 +186%
FWMM
73
Foundation Wealth Management (Missouri)
Missouri
$3.53M – – –
KF
74
Krilogy Financial
Missouri
$3.49M +$11.8K +505 +0.3%
IA
75
IFP Advisors
Florida
$3.4M -$267K -11,421 -7%
1 2
3
4 5

IBDR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q3 2023, worth a combined $1.38B — up 3.6% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDR positions and 7 closed out — a net gain of 33 holders — while 123 added to existing stakes and 45 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $31M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $57.3M.

  • 238 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2023, up from 210 in Q2 2023.
  • Funds reported $1.38B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2023 and 7 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q3 2023 was Summitry LLC, an estimated $31M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $57.3M sold.

Based on aggregated 13F filings for Q3 2023.