IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

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.

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.37%
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
1
Morgan Stanley
New York
$142M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$53M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$20.5M
5
KTM
5
Keeler Thomas Management
Utah
$15M

Top Sellers

1
KA
1
Klingman & Associates
New York
$23.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$22.4M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
SL
4
Summitry LLC
California
$20.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
IF
76
IRON Financial
Illinois
$4.48M 187,468 -3,464 -2%
OAJ
77
Ogorek Anthony Joseph
New York
$4.21M 176,211 +7,148 +4%
Mariner
78
Mariner
Kansas
$4.15M 173,799 -19,184 -10%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.12M 172,220 +56,678 +49%
HFRG
80
Houlihan Financial Resource Group
Virginia
$4.02M 168,143 +29,494 +21%
UCFA
81
United Capital Financial Advisors
Texas
$3.89M 162,927 -5,032 -3%
CA
82
CGN Advisors
Kansas
$3.77M 157,711 -16,961 -10%
KF
83
Krilogy Financial
Missouri
$3.68M 154,078 +4,711 +3%
GPA
84
Guidance Point Advisors
Massachusetts
– – – –
FWMM
85
Foundation Wealth Management (Missouri)
Missouri
– – – –
NG
86
Northstar Group
New York
– – – –
ICG
87
InterOcean Capital Group
Tennessee
$3.58M 149,924 -21,439 -13%
LWL
88
Leo Wealth LLC
Texas
$3.47M 145,388 +145,388 New
ST
89
Spinnaker Trust
Maine
$3.39M 141,726 +87,245 +160%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$3.3M 138,058 -26,708 -16%
SG
91
Strid Group
Pennsylvania
$3.26M 136,358 +35,628 +35%
VWMG
92
Virginia Wealth Management Group
Virginia
$3.13M 130,905 -2,325 -2%
MSRI
93
Michael S. Ryan Inc
New York
$3.11M 130,270 +3,880 +3%
MFIM
94
Mesirow Financial Investment Management
Illinois
$3.04M 127,272 +127,272 New
AI
95
Atria Investments
North Carolina
$3.04M 127,063 +127,063 New
KNW
96
Kesler Norman & Wride
Utah
$2.96M 123,993 +23,675 +24%
SWA
97
Sax Wealth Advisors
New Jersey
$2.91M 121,889 +53,802 +79%
EWA
98
EP Wealth Advisors
California
$2.9M 121,249 +20,746 +21%
4FG
99
4Thought Financial Group
New York
$2.89M 120,832 -5,792 -5%
LIM
100
Leavell Investment Management
Alabama
$2.85M 119,169 +29,237 +33%
2 3
4
5 6