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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

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

555% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 11

103% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 64

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

29% more capital invested

Capital invested by funds: $1.38B → $1.77B (+$395M)

25% more funds holding

Funds holding: 238 → 298 (+60)

7.3% more ownership

Funds ownership: 71.49% → 78.79% (+7.3%)

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.34%
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
+$83M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$50.3M
3
Bank of America
Bank of America
North Carolina
+$24.6M
4
KCM
Kathmere Capital Management
Pennsylvania
+$20.1M
5
KTM
Keeler Thomas Management
Utah
+$14.8M

Top Sellers

1
KA
Klingman & Associates
New York
-$24.1M
2
SL
Summitry LLC
California
-$10.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.92M
4
GA
Gateway Advisory
New Jersey
-$8.64M
5
Ameriprise
Ameriprise
Minnesota
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
151
Moseley Investment Management
Florida
$1.17M +$722K +30,766 +169%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$1.16M +$338K +14,375 +42%
CIA
153
Covington Investment Advisors
Pennsylvania
$1.15M +$31.9K +1,360 +3%
HAC
154
Harbor Advisory Corp
New Hampshire
$1.14M – – –
Neuberger Berman Group
155
Neuberger Berman Group
New York
$1.14M +$1.12M +47,750 New
SWM
156
Segment Wealth Management
Texas
$1.14M +$202K +8,600 +22%
RFN
157
Redwood Financial Network
Ohio
$1.1M -$31K -1,322 -3%
CTA
158
Chesley Taft & Associates
Illinois
$1.09M +$411K +17,516 +62%
BSSFA
159
Baron Silver Stevens Financial Advisors
Florida
$1M – – –
Citadel Advisors
160
Citadel Advisors
Florida
$981K +$964K +41,053 New
CA
161
Cetera Advisors
Colorado
$980K +$51.8K +2,207 +6%
NL
162
NWAM LLC
Washington
$980K +$962K +40,987 New
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$961K +$327K +13,918 +53%
MIH
164
Meitav Investment House
Israel
$942K -$194K -8,263 -17%
BSAM
165
Blue Square Asset Management
New York
$911K -$17.8K -757 -2%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$892K +$110K +4,667 +14%
EW
167
Element Wealth
Mississippi
$890K +$545K +23,193 +165%
CTWM
168
Cherry Tree Wealth Management
Minnesota
$887K +$779K +33,180 +842%
ADL
169
Asset Dedication LLC
California
$880K -$12.7K -540 -1%
CCM
170
Crew Capital Management
Ohio
$867K +$40.9K +1,743 +5%
TF
171
TLWM Financial
Texas
$861K -$26.3K -1,119 -3%
NC
172
NovaPoint Capital
Georgia
$857K +$27K +1,149 +3%
CFS
173
Cannon Financial Strategists
Georgia
$853K +$10.3K +438 +1%
HS
174
Horan Securities
United States
$845K +$16.2K +692 +2%
SMC
175
Smith, Moore & Co
Missouri
$838K +$824K +35,077 New
5 6
7
8 9

IBDR Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2023, worth a combined $1.77B — up 29% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IBDR positions and 11 closed out — a net gain of 61 holders — while 130 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83M. The largest seller was Klingman & Associates, exiting entirely with an estimated $24.1M sold.

  • 298 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2023, up from 238 in Q3 2023.
  • Funds reported $1.77B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 72 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2023 and 11 closed out, a net change of +61 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $83M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2023 was Klingman & Associates, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.