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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

210 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.31%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
20
Increased
111
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$61.1M
2
KTM
2
Keeler Thomas Management
Utah
$14.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
GA
4
Gateway Advisory
New Jersey
$17.4M
5
Jane Street
5
Jane Street
New York
$14.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$32.5M
3
KA
3
Klingman & Associates
New York
$24M
4
CIM
4
Corda Investment Management
Texas
$23.4M
5
VVP
5
Venture Visionary Partners
Ohio
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFIC
101
First Fiduciary Investment Counsel
Ohio
$1.49M -$9.74K -415 -0.7%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$1.35M +$96.8K +4,126 +8%
SWM
103
Stockman Wealth Management
Montana
$1.32M -$337K -14,366 -20%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$1.41M – –
RFN
105
Redwood Financial Network
Ohio
$1.3M +$12.3K +524 +1%
RWM
106
Ritholtz Wealth Management
New York
$1.28M -$181K -7,718 -12%
CPIA
107
Cornell Pochily Investment Advisors
New York
$1.26M +$36.7K +1,563 +3%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1.25M -$50.4K -2,148 -4%
MIH
109
Meitav Investment House
Israel
$1.23M -$161K -6,872 -12%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.23M +$154K +6,574 +14%
EWS
111
Evergreen Wealth Solutions
Pennsylvania
$1.21M +$43.3K +1,846 +4%
BWFA
112
Baltimore-Washington Financial Advisors
Maryland
$1.19M – – –
FNB
113
Farmers National Bank
Kentucky
$1.18M +$65.7K +2,799 +6%
MA
114
MONECO Advisors
Connecticut
$1.09M +$109K +4,627 +11%
CCM
115
Coldstream Capital Management
Washington
$1.07M +$119K +5,065 +12%
CIA
116
Covington Investment Advisors
Pennsylvania
$1.05M +$55.1K +2,350 +6%
MMA
117
Miracle Mile Advisors
California
$1M -$86.8K -3,699 -8%
LNC
118
Lincoln National Corp
Pennsylvania
$985K +$985K +41,952 New
NG
119
Northstar Group
New York
$983K -$941K – –
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$982K +$19.2K +819 +2%
NC
121
NovaPoint Capital
Georgia
$981K +$3.26K +139 +0.3%
AF
122
Allworth Financial
California
$944K -$8.66K -369 -0.9%
MSWM
123
McGlone Suttner Wealth Management
Wisconsin
$935K +$355K +15,137 +61%
CA
124
Cetera Advisors
Colorado
$893K +$51.3K +2,184 +6%
ADL
125
Asset Dedication LLC
California
$881K -$94K -4,014 -10%
3 4
5
6 7