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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

187 hedge funds and large institutions have $1.05B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+20
Holders Change %
+11.98%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
82
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$22M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
UBS Group
3
UBS Group
Switzerland
$31.3M
4
MCM
4
MV Capital Management
Maryland
$11.7M
5
RW
5
RVW Wealth
California
$19.1M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$62.1M
2
GA
2
Gateway Advisory
New Jersey
$8.3M
3
KA
3
Klingman & Associates
New York
$22.7M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$819K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
101
Asset Dedication LLC
California
$968K +$13.2K +567 +1%
NC
102
NovaPoint Capital
Georgia
$961K -$940K -40,236 -49%
TF
103
TLWM Financial
Texas
$924K -$2.41M -103,227 -72%
MIH
104
Meitav Investment House
Israel
$918K -$21.2K -910 -2%
LIM
105
Leavell Investment Management
Alabama
$911K +$77.7K +3,327 +9%
AF
106
Allworth Financial
California
$907K +$877K +37,564 +2,890%
CWM
107
Centric Wealth Management
Illinois
$885K -$3.04M -130,252 -77%
TCCM
108
Timber Creek Capital Management
Massachusetts
$855K +$166K +7,110 +24%
DE
109
Day & Ennis
Georgia
$843K -$93.8K -4,016 -10%
CCM
110
Coldstream Capital Management
Washington
$842K +$842K +36,079 New
BSAM
111
Blue Square Asset Management
New York
$839K -$824K -35,673 Closed
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$829K +$83.4K +3,573 +11%
CIAS
113
CFS Investment Advisory Services
New Jersey
$819K -$14.9M -638,363 -95%
CA
114
Cetera Advisors
Colorado
$809K +$42.8K +1,835 +6%
SFO
115
Stokes Family Office
Louisiana
$794K – – –
GVAG
116
Great Valley Advisor Group
Delaware
$782K +$90.9K +3,890 +13%
OMC
117
Old Mission Capital
Illinois
$766K -$722K -30,915 -49%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$762K +$571K +24,466 +300%
MML Investors Services
119
MML Investors Services
Massachusetts
$734K +$467K +20,008 +175%
RFC
120
Regions Financial Corp
Alabama
$706K +$109K +4,686 +18%
BWM
121
BerganKDV Wealth Management
Minnesota
$696K +$113K +4,842 +19%
SWM
122
Segment Wealth Management
Texas
$669K +$138K +5,891 +26%
ECM
123
Exchange Capital Management
Michigan
$660K -$117 -5 -0%
IF
124
Ironwood Financial
Arizona
$650K +$650K +27,832 New
BAM
125
Belpointe Asset Management
Nevada
$629K -$39.2K -1,680 -6%
3 4
5
6 7