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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

210 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.31%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
20
Increased
111
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$61.1M
2
KTM
Keeler Thomas Management
Utah
$14.1M
3
Morgan Stanley
Morgan Stanley
New York
$50.9M
4
GA
Gateway Advisory
New Jersey
$17.4M
5
Jane Street
Jane Street
New York
$14.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$2.37M
2
HighTower Advisors
HighTower Advisors
Illinois
$32.5M
3
KA
Klingman & Associates
New York
$24M
4
CIM
Corda Investment Management
Texas
$23.4M
5
VVP
Venture Visionary Partners
Ohio
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
151
Chesley Taft & Associates
Illinois
$601K +$108K +4,600 +22%
SAM
152
Summit Asset Management
Tennessee
$530K +$9.39K +400 +2%
BSSFA
153
Baron Silver Stevens Financial Advisors
Florida
$507K -$432K – –
AIM
154
Arcadia Investment Management
Michigan
$492K – – –
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$490K +$275K +11,709 +128%
1WM
156
1900 Wealth Management
Texas
$478K +$478K +20,355 New
RSWM
157
Robertson Stephens Wealth Management
California
$477K -$432K – –
CWM
158
Cornerstone Wealth Management
Missouri
$457K +$28.5K +1,214 +7%
CCM
159
Crew Capital Management
Ohio
$450K +$450K +19,194 New
SC
160
Savant Capital
Illinois
$437K +$2.77K +118 +0.6%
APP
161
Avantax Planning Partners
Iowa
$434K +$587 +25 +0.1%
TFS
162
Thoroughbred Financial Services
Tennessee
$421K +$25.2K +1,074 +6%
RCA
163
Ranch Capital Advisors
Florida
$420K +$18.2K +775 +5%
SWP
164
Summit Wealth Partners
Florida
$417K +$94.1K +4,008 +29%
MMHP
165
Murphy Middleton Hinkle & Parker
Georgia
$415K -$5.26K -224 -1%
HIA
166
Harbor Investment Advisory
Maryland
$415K – – –
BFG
167
Beacon Financial Group
Texas
$413K – – –
WJA
168
Willis Johnson & Associates
Texas
$402K – – –
SC
169
Saiph Capital
New Jersey
$394K -$680K -28,961 -63%
BC
170
Barrett & Company
Rhode Island
$393K +$188K +8,004 +92%
OCAM
171
Onex Canada Asset Management
Ontario, Canada
$376K – – –
GGI
172
Godsey & Gibb Inc
Virginia
$369K -$191K -8,135 -34%
KPWS
173
Kestra Private Wealth Services
Texas
$362K +$362K +15,405 New
AM
174
Atwater Malick
Pennsylvania
$359K +$24.6K +1,050 +7%
AGP
175
Autumn Glory Partners
Texas
$358K +$358K +15,245 New
5 6
7
8 9