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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$142M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$53M
3
Bank of America
Bank of America
North Carolina
$164M
4
KCM
Kathmere Capital Management
Pennsylvania
$20.5M
5
KTM
Keeler Thomas Management
Utah
$15M

Top Sellers

1
KA
Klingman & Associates
New York
$23.9M
2
HighTower Advisors
HighTower Advisors
Illinois
$22.4M
3
Corient Private Wealth
Corient Private Wealth
Florida
$0
4
SL
Summitry LLC
California
$20.5M
5
SWP
Stratos Wealth Partners
Ohio
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSIWM
126
Paradigm Strategies in Wealth Management
Minnesota
$1.73M +$319K +13,329 +23%
PA
127
Probity Advisors
Texas
$1.72M +$1.72M +72,026 New
HH
128
Hilltop Holdings
Texas
$1.72M +$1.72M +71,909 New
MML Investors Services
129
MML Investors Services
Massachusetts
$1.72M +$338K +14,123 +24%
FFIC
130
First Fiduciary Investment Counsel
Ohio
$1.69M +$157K +6,585 +10%
GMFG
131
Greater Midwest Financial Group
Minnesota
$1.68M +$1.68M +70,388 New
IF
132
Ironwood Financial
Arizona
$1.65M +$599K +25,077 +57%
CPIA
133
Cornell Pochily Investment Advisors
New York
$1.63M +$24.9K +1,040 +2%
MA
134
MONECO Advisors
Connecticut
$1.61M +$474K +19,825 +42%
EWS
135
Evergreen Wealth Solutions
Pennsylvania
$1.54M +$180K +7,519 +13%
FNT
136
First National Trust
Pennsylvania
$1.53M +$818K +34,221 +114%
AG
137
AlTi Global
New York
$1.52M +$1.52M +63,400 New
CCM
138
Coldstream Capital Management
Washington
$1.47M +$145K +6,086 +11%
AWM
139
AE Wealth Management
Kansas
$1.47M -$501K -20,972 -25%
PCIA
140
Prime Capital Investment Advisors
Kansas
$1.45M +$582K +24,362 +67%
ACS
141
Archford Capital Strategies
Illinois
$1.43M -$392K -16,399 -21%
SFO
142
Stokes Family Office
Louisiana
$1.35M +$275K +11,500 +26%
CGA
143
Crescent Grove Advisors
Illinois
$1.35M +$936K +39,158 +227%
WCP
144
Wick Capital Partners
Pennsylvania
$1.33M -$71.8K -3,003 -5%
PAG
145
Private Advisor Group
New Jersey
$1.33M +$1.33M +55,764 New
MSWM
146
McGlone Suttner Wealth Management
Wisconsin
$1.33M +$164K +6,849 +14%
RWM
147
Ritholtz Wealth Management
New York
$1.32M -$6.96K -291 -0.5%
FNB
148
Farmers National Bank
Kentucky
$1.23M -$19.2K -803 -2%
LNC
149
Lincoln National Corp
Pennsylvania
$1.22M +$156K +6,516 +15%
PFM
150
Phillips Financial Management
Indiana
$1.2M +$331K +13,864 +38%
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