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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 %
WFA
201
Wells Financial Advisors
Massachusetts
$215K -$18.8K -800 -8%
BONH
202
Bank of New Hampshire
New Hampshire
$205K +$46.9K +2,000 +30%
FCM
203
Fortis Capital Management
Washington
$201K +$201K +8,545 New
DWA
204
Delap Wealth Advisory
Oregon
$200K – – –
VCM
205
Vigilant Capital Management
Maine
$183K -$34K -1,450 -16%
BCV
206
Banque Cantonale Vaudoise
Switzerland
$136K -$12.8K -547 -9%
AA
207
Addison Advisors
Vermont
$123K +$6.57K +280 +6%
PTC
208
Private Trust Company
Ohio
$107K – – –
AAG
209
Armstrong Advisory Group
Massachusetts
$96.3K – – –
HI
210
Harbour Investments
Wisconsin
$91.5K +$751 +32 +0.8%
HWA
211
HHM Wealth Advisors
Tennessee
$88.6K +$88.6K +3,775 New
AC
212
AlphaCore Capital
California
$58.7K – – –
BCWM
213
Bartlett & Co Wealth Management
Ohio
$56.4K +$56.4K +2,402 New
BC
214
Bartlett & Co
Ohio
$56K +$56K +2,402 New
SF
215
Safeguard Financial
Wisconsin
$52K +$52K +2,228 New
ANBT
216
American National Bank & Trust
Texas
$50.8K – – –
PA
217
PSI Advisors
Florida
$44.6K – – –
RF
218
Robbins Farley
New Hampshire
$33.5K – – –
SC
219
Stephens Consulting
Michigan
$32.6K +$258 +11 +0.8%
SWPG
220
Strategic Wealth Partners Group
Illinois
$27K – – –
GBT
221
Grove Bank & Trust
Florida
$20K +$20K +850 New
AIC
222
Archer Investment Corporation
Indiana
$19K -$3.29K -140 -15%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7K – – –
UB
224
UMB Bank
Missouri
$14.8K – – –
SPIA
225
Steward Partners Investment Advisory
New York
$11.7K – – –
6 7 8
9
10