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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

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.

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.37%
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
1
Morgan Stanley
New York
$142M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$53M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$20.5M
5
KTM
5
Keeler Thomas Management
Utah
$15M

Top Sellers

1
KA
1
Klingman & Associates
New York
$23.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$22.4M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
SL
4
Summitry LLC
California
$20.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
101
Droms Strauss Advisors
Missouri
$2.76M 115,369 +2,601 +2%
WI
102
WrapManager Inc
California
$2.7M 112,908 +11,096 +11%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M 112,300 +54,809 +95%
EPW
104
Evergreen Private Wealth
Colorado
$2.57M 107,330 +107,330 New
RRA
105
Round Rock Advisors
Connecticut
$2.51M 104,832 +104,832 New
ABC
106
Associated Banc-Corp
Wisconsin
$2.46M 102,878 -1,398 -1%
BEI
107
Benjamin Edwards Inc
Missouri
$2.45M 102,408 -5,765 -5%
SCG
108
Sonata Capital Group
Washington
$2.37M 99,210 +99,210 New
LF
109
LifePlan Financial
Minnesota
$2.27M 94,860 +94,860 New
IWC
110
Integrated Wealth Concepts
Massachusetts
$2.24M 93,745 -2,095 -2%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$2.23M 93,300 +2,980 +3%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
– – – –
Goldman Sachs
113
Goldman Sachs
New York
$2.14M 89,611 +89,611 New
SFS
114
Sowell Financial Services
Arkansas
$2.11M 88,429 +88,429 New
FCM
115
Fortis Capital Management
Washington
$2.11M 88,339 +58,364 +195%
PWP
116
Precedent Wealth Partners
Texas
$2.05M 85,752 +85,752 New
SWM
117
Scissortail Wealth Management
Oklahoma
$1.95M 81,386 +13,095 +19%
VWM
118
Valley Wealth Managers
New Jersey
$1.92M 80,491 +656 +0.8%
PA
119
Parallel Advisors
California
$1.91M 79,743 +63,953 +405%
SWA
120
Sightline Wealth Advisors
Connecticut
$1.88M 78,753 +20,927 +36%
FFG
121
Foundry Financial Group
New Hampshire
$1.86M 77,747 +77,747 New
CWM
122
Centric Wealth Management
Illinois
$1.83M 76,772 -382 -0.5%
CSPAM
123
Cary Street Partners Asset Management
Virginia
$1.81M 75,875 -15,068 -17%
MAS
124
Madden Advisory Services
Florida
$1.8M 75,310 +43,732 +138%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$1.77M 73,959 -15,255 -17%
3 4
5
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