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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 %
MIM
151
Moseley Investment Management
Florida
$1.17M +$735K +30,766 +169%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$1.16M +$344K +14,375 +42%
CIA
153
Covington Investment Advisors
Pennsylvania
$1.15M +$32.5K +1,360 +3%
HAC
154
Harbor Advisory Corp
New Hampshire
$1.14M – – –
Neuberger Berman Group
155
Neuberger Berman Group
New York
$1.14M +$1.14M +47,750 New
SWM
156
Segment Wealth Management
Texas
$1.14M +$206K +8,600 +22%
RFN
157
Redwood Financial Network
Ohio
$1.1M -$31.6K -1,322 -3%
CTA
158
Chesley Taft & Associates
Illinois
$1.09M +$419K +17,516 +62%
BSSFA
159
Baron Silver Stevens Financial Advisors
Florida
$1M -$300K – –
Citadel Advisors
160
Citadel Advisors
Florida
$981K +$981K +41,053 New
CA
161
Cetera Advisors
Colorado
$980K +$52.7K +2,207 +6%
NL
162
NWAM LLC
Washington
$980K +$980K +40,987 New
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$961K +$333K +13,918 +53%
MIH
164
Meitav Investment House
Israel
$942K -$197K -8,263 -17%
BSAM
165
Blue Square Asset Management
New York
$911K -$18.1K -757 -2%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$892K +$112K +4,667 +14%
EW
167
Element Wealth
Mississippi
$890K +$554K +23,193 +165%
CTWM
168
Cherry Tree Wealth Management
Minnesota
$887K +$793K +33,180 +842%
ADL
169
Asset Dedication LLC
California
$880K -$12.9K -540 -1%
CCM
170
Crew Capital Management
Ohio
$867K +$41.7K +1,743 +5%
TF
171
TLWM Financial
Texas
$861K -$26.7K -1,119 -3%
NC
172
NovaPoint Capital
Georgia
$857K +$27.5K +1,149 +3%
CFS
173
Cannon Financial Strategists
Georgia
$853K +$10.5K +438 +1%
HS
174
Horan Securities
United States
$845K +$16.5K +692 +2%
SMC
175
Smith, Moore & Co
Missouri
$838K +$838K +35,077 New
5 6
7
8 9