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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

211 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
37
Increased
115
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39.5M
3
NA
3
NewEdge Advisors
Louisiana
$19.7M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
Ameriprise
5
Ameriprise
Minnesota
$38.5M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$34.1M
2
MMA
2
Miracle Mile Advisors
California
$1.1M
3
SL
3
Summitry LLC
California
$0
4
ICG
4
InterOcean Capital Group
Tennessee
$2.46M
5
GDP
5
Great Diamond Partners
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
Segment Wealth Management
Texas
$869K 36,631 +8,000 +28%
DE
127
Day & Ennis
Georgia
$855K 36,028 -54 -0.1%
PFM
128
Phillips Financial Management
Indiana
$853K 35,963 +35,963 New
CA
129
Cetera Advisors
Colorado
$851K 35,879 +1,221 +4%
LNC
130
Lincoln National Corp
Pennsylvania
– – – –
RFC
131
Regions Financial Corp
Alabama
$817K 34,422 +4,208 +14%
SFO
132
Stokes Family Office
Louisiana
$807K 34,000 – –
TCCM
133
Timber Creek Capital Management
Massachusetts
$790K 33,305 -3,320 -9%
BWM
134
BerganKDV Wealth Management
Minnesota
$770K 32,451 +2,658 +9%
IF
135
Ironwood Financial
Arizona
$744K 31,372 +3,540 +13%
GVAG
136
Great Valley Advisor Group
Delaware
$739K 31,154 -2,297 -7%
FIB
137
First Interstate Bank
Montana
$728K 30,673 +14,541 +90%
CPRC
138
Consolidated Portfolio Review Corp
New York
$701K 29,528 +29,528 New
FNT
139
First National Trust
Pennsylvania
$699K 29,448 +16,448 +127%
ECM
140
Exchange Capital Management
Michigan
$672K 28,324 +38 +0.1%
HS
141
Horan Securities
United States
$663K 27,929 +24,447 +702%
DWT
142
Dorsey & Whitney Trust
South Dakota
$617K 26,000 – –
MSWM
143
McGlone Suttner Wealth Management
Wisconsin
$586K 24,708 +24,708 New
GGI
144
Godsey & Gibb Inc
Virginia
$566K 23,870 -22,980 -49%
SAM
145
Summit Asset Management
Tennessee
$526K 22,180 +4,050 +22%
CTA
146
Chesley Taft & Associates
Illinois
$498K 20,998 +2,800 +15%
AIM
147
Arcadia Investment Management
Michigan
$498K 20,975 – –
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$492K 20,728 +18,419 +798%
LB
149
Leo Brokerage
Texas
$478K 20,129 +20,129 New
GHA
150
Granite Harbor Advisors
Texas
$444K 18,697 +1,133 +6%
4 5
6
7 8