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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 %
MFG
201
Mendota Financial Group
Wisconsin
$560K +$560K +23,441 New
AM
202
Atwater Malick
Pennsylvania
$555K +$93.2K +3,900 +20%
MA
203
Mutual Advisors
Nebraska
$539K +$229K +9,596 +74%
TFS
204
Thoroughbred Financial Services
Tennessee
$537K +$93.8K +3,930 +21%
AGP
205
Autumn Glory Partners
Texas
$535K +$17K +712 +3%
CAM
206
Creekmur Asset Management
Illinois
$528K +$528K +22,097 New
CIAS
207
CFS Investment Advisory Services
New Jersey
$522K -$80.4K -3,367 -13%
BC
208
Barrett & Company
Rhode Island
$521K +$45.7K +1,910 +10%
SCM
209
Steele Capital Management
Iowa
$502K +$502K +20,990 New
SWC
210
Spectrum Wealth Counsel
Indiana
$501K +$501K +20,944 New
HIA
211
Harbor Investment Advisory
Maryland
$498K +$75.3K +3,150 +18%
WP
212
WealthSource Partners
California
$496K +$496K +20,755 New
1WM
213
1900 Wealth Management
Texas
$494K – – –
RSWM
214
Robertson Stephens Wealth Management
California
$491K -$474K – –
DP
215
Dearborn Partners
Illinois
$490K +$1.84K +77 +0.4%
LF
216
Lee Financial
Texas
$462K – – –
APP
217
Avantax Planning Partners
Iowa
$455K +$574 +24 +0.1%
Barclays
218
Barclays
United Kingdom
$445K +$445K +18,632 New
SC
219
Savant Capital
Illinois
$433K -$14.8K -620 -3%
RCA
220
Ranch Capital Advisors
Florida
$426K -$16.7K -697 -4%
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
$422K +$134K +5,623 +47%
PWA
222
Provenance Wealth Advisors
Florida
$421K +$51.4K +2,150 +14%
WJA
223
Willis Johnson & Associates
Texas
$410K – – –
DWA
224
Delap Wealth Advisory
Oregon
$408K +$408K +17,084 New
WCG
225
Weaver Consulting Group
California
$404K +$404K +16,922 New
7 8
9
10 11