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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
DSA
101
Droms Strauss Advisors
Missouri
$2.76M +$61.1K +2,601 +2%
WI
102
WrapManager Inc
California
$2.7M +$261K +11,096 +11%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M +$1.29M +54,809 +95%
EPW
104
Evergreen Private Wealth
Colorado
$2.57M +$2.52M +107,330 New
RRA
105
Round Rock Advisors
Connecticut
$2.51M +$2.46M +104,832 New
ABC
106
Associated Banc-Corp
Wisconsin
$2.46M -$32.8K -1,398 -1%
BEI
107
Benjamin Edwards Inc
Missouri
$2.45M -$135K -5,765 -5%
SCG
108
Sonata Capital Group
Washington
$2.37M +$2.33M +99,210 New
LF
109
LifePlan Financial
Minnesota
$2.27M +$2.23M +94,860 New
IWC
110
Integrated Wealth Concepts
Massachusetts
$2.24M -$49.2K -2,095 -2%
JP Morgan Chase
111
JP Morgan Chase
New York
$2.23M +$70K +2,980 +3%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$2.21M – – –
Goldman Sachs
113
Goldman Sachs
New York
$2.14M +$2.1M +89,611 New
SFS
114
Sowell Financial Services
Arkansas
$2.11M +$2.08M +88,429 New
FCM
115
Fortis Capital Management
Washington
$2.11M +$1.37M +58,364 +195%
PWP
116
Precedent Wealth Partners
Texas
$2.05M +$2.01M +85,752 New
SWM
117
Scissortail Wealth Management
Oklahoma
$1.95M +$307K +13,095 +19%
VWM
118
Valley Wealth Managers
New Jersey
$1.92M +$15.4K +656 +0.8%
PA
119
Parallel Advisors
California
$1.91M +$1.5M +63,953 +405%
SWA
120
Sightline Wealth Advisors
Connecticut
$1.88M +$491K +20,927 +36%
FFG
121
Foundry Financial Group
New Hampshire
$1.86M +$1.83M +77,747 New
CWM
122
Centric Wealth Management
Illinois
$1.83M -$8.97K -382 -0.5%
CSPAM
123
Cary Street Partners Asset Management
Virginia
$1.81M -$354K -15,068 -17%
MAS
124
Madden Advisory Services
Florida
$1.8M +$1.03M +43,732 +138%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$1.77M -$358K -15,255 -17%
3 4
5
6 7

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.