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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

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.

Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
3.8%
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
1
Summitry LLC
California
$30.9M
2
KA
2
Klingman & Associates
New York
$24M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$21.4M
4
UBS Group
4
UBS Group
Switzerland
$47.9M
5
WCM
5
Windsor Capital Management
Arizona
$7.89M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$3.23M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$19.2M
3
CIM
3
Corda Investment Management
Texas
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$17.7M
5
VVP
5
Venture Visionary Partners
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HFRG
76
Houlihan Financial Resource Group
Virginia
$3.23M 138,649 -2,446,995 -95%
VWMG
77
Virginia Wealth Management Group
Virginia
$3.11M 133,230 +6,375 +5%
SAG
78
SageView Advisory Group
California
$3.07M 131,698 +15,455 +13%
4FG
79
4Thought Financial Group
New York
$2.95M 126,624 +1,905 +2%
MSRI
80
Michael S. Ryan Inc
New York
$2.94M 126,390 +18,696 +17%
GPA
81
Guidance Point Advisors
Massachusetts
– – – –
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.7M 115,542 +6,333 +6%
DSA
83
Droms Strauss Advisors
Missouri
$2.63M 112,768 +660 +0.6%
BEI
84
Benjamin Edwards Inc
Missouri
$2.52M 108,173 +11,111 +11%
ABC
85
Associated Banc-Corp
Wisconsin
$2.43M 104,276 -19,029 -15%
WI
86
WrapManager Inc
California
$2.38M 101,812 +9,075 +10%
SG
87
Strid Group
Pennsylvania
$2.35M 100,730 +10,663 +12%
EWA
88
EP Wealth Advisors
California
$2.35M 100,503 +99,588 +10,884%
KNW
89
Kesler Norman & Wride
Utah
$2.34M 100,318 +4,954 +5%
IWC
90
Integrated Wealth Concepts
Massachusetts
$2.24M 95,840 +1,229 +1%
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
– – – –
CSPAM
92
Cary Street Partners Asset Management
Virginia
$2.12M 90,943 +14,756 +19%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$2.11M 90,320 +3,802 +4%
LIM
94
Leavell Investment Management
Alabama
$2.1M 89,932 +10,513 +13%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$2.08M 89,214 -59,796 -40%
AWM
96
AE Wealth Management
Kansas
$1.92M 82,312 +82,312 New
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
– – – –
VWM
98
Valley Wealth Managers
New Jersey
$1.86M 79,835 -4,130 -5%
CWM
99
Centric Wealth Management
Illinois
$1.8M 77,154 +1,011 +1%
ACS
100
Archford Capital Strategies
Illinois
$1.78M 76,440 +7,986 +12%
2 3
4
5 6