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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$1.76M 75,324 +7,565 +11%
Jane Street
102
Jane Street
New York
$1.6M 68,705 -539,650 -89%
SWA
103
Sax Wealth Advisors
New Jersey
$1.59M 68,087 +40,437 +146%
SWM
104
Scissortail Wealth Management
Oklahoma
$1.59M 68,291 +68,291 New
CPIA
105
Cornell Pochily Investment Advisors
New York
$1.57M 67,083 +13,523 +25%
MGIA
106
Matthew Goff Investment Advisor
Texas
$1.53M 65,457 -596 -0.9%
FFIC
107
First Fiduciary Investment Counsel
Ohio
$1.49M 63,925 +650 +1%
AI
108
Atria Investments
North Carolina
– – – –
PSIWM
109
Paradigm Strategies in Wealth Management
Minnesota
$1.38M 59,143 +59,143 New
WCP
110
Wick Capital Partners
Pennsylvania
$1.37M 58,778 +58,778 New
SWA
111
Sightline Wealth Advisors
Connecticut
$1.35M 57,826 +57,826 New
MML Investors Services
112
MML Investors Services
Massachusetts
$1.35M 57,665 +5,320 +10%
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M 57,491 +15,666 +37%
EWS
114
Evergreen Wealth Solutions
Pennsylvania
$1.33M 57,003 +5,608 +11%
RWM
115
Ritholtz Wealth Management
New York
$1.29M 55,425 +973 +2%
CCM
116
Coldstream Capital Management
Washington
$1.29M 55,395 +9,671 +21%
ST
117
Spinnaker Trust
Maine
$1.27M 54,481 +54,481 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$1.24M 52,968 -490 -0.9%
FNB
119
Farmers National Bank
Kentucky
$1.22M 52,140 +1,890 +4%
NG
120
Northstar Group
New York
– – – –
AF
121
Allworth Financial
California
$1.15M 49,373 +9,159 +23%
MSWM
122
McGlone Suttner Wealth Management
Wisconsin
$1.14M 48,821 +8,976 +23%
HAC
123
Harbor Advisory Corp
New Hampshire
$1.11M 47,760 +47,760 New
MIH
124
Meitav Investment House
Israel
$1.11M 47,722 -4,856 -9%
RFN
125
Redwood Financial Network
Ohio
$1.11M 47,544 -7,851 -14%
3 4
5
6 7