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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
IF
76
IRON Financial
Illinois
$4.48M -$81.3K -3,464 -2%
OAJ
77
Ogorek Anthony Joseph
New York
$4.21M +$168K +7,148 +4%
Mariner
78
Mariner
Kansas
$4.15M -$450K -19,184 -10%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.12M +$1.33M +56,678 +49%
HFRG
80
Houlihan Financial Resource Group
Virginia
$4.02M +$693K +29,494 +21%
UCFA
81
United Capital Financial Advisors
Texas
$3.89M -$118K -5,032 -3%
CA
82
CGN Advisors
Kansas
$3.77M -$398K -16,961 -10%
KF
83
Krilogy Financial
Missouri
$3.68M +$111K +4,711 +3%
GPA
84
Guidance Point Advisors
Massachusetts
$3.67M – – –
FWMM
85
Foundation Wealth Management (Missouri)
Missouri
$3.63M – – –
NG
86
Northstar Group
New York
$3.6M – – –
ICG
87
InterOcean Capital Group
Tennessee
$3.58M -$503K -21,439 -13%
LWL
88
Leo Wealth LLC
Texas
$3.47M +$3.41M +145,388 New
ST
89
Spinnaker Trust
Maine
$3.39M +$2.05M +87,245 +160%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$3.3M -$627K -26,708 -16%
SG
91
Strid Group
Pennsylvania
$3.26M +$837K +35,628 +35%
VWMG
92
Virginia Wealth Management Group
Virginia
$3.13M -$54.6K -2,325 -2%
MSRI
93
Michael S. Ryan Inc
New York
$3.11M +$91.1K +3,880 +3%
MFIM
94
Mesirow Financial Investment Management
Illinois
$3.04M +$2.99M +127,272 New
AI
95
Atria Investments
North Carolina
$3.04M +$2.98M +127,063 New
KNW
96
Kesler Norman & Wride
Utah
$2.96M +$556K +23,675 +24%
SWA
97
Sax Wealth Advisors
New Jersey
$2.91M +$1.26M +53,802 +79%
EWA
98
EP Wealth Advisors
California
$2.9M +$487K +20,746 +21%
4FG
99
4Thought Financial Group
New York
$2.89M -$136K -5,792 -5%
LIM
100
Leavell Investment Management
Alabama
$2.85M +$686K +29,237 +33%
2 3
4
5 6

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.