IBDR icon

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 %
APW
176
Austin Private Wealth
Texas
$825K +$825K +34,509 New
MGIA
177
Matthew Goff Investment Advisor
Texas
$819K -$746K -31,195 -48%
TCCM
178
Timber Creek Capital Management
Massachusetts
$814K +$64.2K +2,686 +9%
SP
179
Stonebrook Private
Michigan
$808K +$808K +33,817 New
SWP
180
Summit Wealth Partners
Florida
$780K +$233K +9,748 +43%
MMA
181
Miracle Mile Advisors
California
$776K – – –
RFC
182
Regions Financial Corp
Alabama
$774K -$29.8K -1,245 -4%
Comerica Bank
183
Comerica Bank
Texas
$765K +$587K +24,576 +331%
CPRC
184
Consolidated Portfolio Review Corp
New York
$757K +$35.9K +1,503 +5%
Harris Associates
185
Harris Associates
Illinois
$757K +$757K +31,655 New
SAG
186
SageView Advisory Group
California
$755K -$3.07M -131,698 Closed
SWM
187
Stockman Wealth Management
Montana
$751K -$104K -4,334 -12%
FIB
188
First Interstate Bank
Montana
$733K – – –
DE
189
Day & Ennis
Georgia
$704K +$693 +29 +0.1%
RSWA
190
Robinson Smith Wealth Advisors
Maine
$698K +$698K +29,221 New
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$676K -$7.91K -331 -1%
GHA
192
Granite Harbor Advisors
Texas
$662K -$6.12K -256 -0.9%
ECM
193
Exchange Capital Management
Michigan
$654K – – –
BFG
194
Beacon Financial Group
Texas
$630K +$214K +8,951 +51%
RWP
195
Reliant Wealth Planning
Kentucky
$627K +$53.6K +2,243 +9%
DWT
196
Dorsey & Whitney Trust
South Dakota
$621K – – –
KPWS
197
Kestra Private Wealth Services
Texas
$620K +$139K +5,815 +29%
4WM
198
4J Wealth Management
Virginia
$616K +$46.2K +1,932 +8%
GAM
199
Gould Asset Management
California
$613K +$613K +25,650 New
CWM
200
Cornerstone Wealth Management
Missouri
$567K +$37.2K +1,558 +7%
6 7
8
9 10