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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

97 hedge funds and large institutions have $427M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
51
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
1
Sigma Investment Counselors
Michigan
$18.9M
2
ACM
2
Azimuth Capital Management
Michigan
$5.48M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.5M
4
CAI
4
Capital Advisors Inc
Oklahoma
$82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.11M

Top Sellers

1
TFS
1
Thoroughbred Financial Services
Tennessee
$0
2
TCCM
2
Timber Creek Capital Management
Massachusetts
$898K
3
GGI
3
Godsey & Gibb Inc
Virginia
$2.78M
4
ASN
4
Advisory Services Network
Georgia
$15K
5
CIM
5
Confluence Investment Management
Missouri
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$82M 3,025,649 +159,205 +6%
Bank of America
2
Bank of America
North Carolina
$29.7M 1,097,050 +58,343 +6%
Morgan Stanley
3
Morgan Stanley
New York
$28.5M 1,050,203 +160,169 +18%
Truist Financial
4
Truist Financial
North Carolina
$22.3M 823,079 +64,284 +8%
Wells Fargo
5
Wells Fargo
California
$19.8M 730,589 +29,655 +4%
SIC
6
Sigma Investment Counselors
Michigan
$18.9M 698,661 +510,390 +271%
CIM
7
Confluence Investment Management
Missouri
$17.8M 656,253 -883 -0.1%
CIA
8
Capital Investment Advisors
Georgia
$15.3M 563,066 +75,219 +15%
BOPW
9
Brandywine Oak Private Wealth
Pennsylvania
$14.7M 540,662 +35,756 +7%
Mariner
10
Mariner
Kansas
$14.3M 526,716 +151,026 +40%
US Bancorp
11
US Bancorp
Minnesota
$11.4M 418,796 +73,086 +21%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$10.5M 385,889 +16,575 +4%
UBS Group
13
UBS Group
Switzerland
$8.8M 324,604 +17,591 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.76M 323,147 +8,041 +3%
GA
15
Gateway Advisory
New Jersey
$7.78M 286,959 +4,402 +2%
CTC
16
Central Trust Company
Missouri
$6.83M 251,863 +8,410 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.72M 210,989 +47,698 +29%
PPWM
18
PFG Private Wealth Management
Florida
$5.52M 203,764 +14,826 +8%
ACM
19
Azimuth Capital Management
Michigan
$5.48M 202,100 +202,100 New
SSB
20
Sandy Spring Bank
Maryland
$5.39M 198,879 +23,042 +13%
Ameriprise
21
Ameriprise
Minnesota
$4.87M 179,697 +5,437 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.72M 173,997 +15,002 +9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.5M 165,969 +26,292 +19%
Citadel Advisors
24
Citadel Advisors
Florida
$4.11M 151,463 +151,463 New
LPL Financial
25
LPL Financial
California
$3.79M 139,985 +660 +0.5%
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