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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

124 hedge funds and large institutions have $738M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
66
Reduced
21
Closed
6
Calls
$2.53M
Puts
–
Net Calls
+$2.53M
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.1M
2
KCM
2
Karp Capital Management
California
$21.6M
3
ACA
3
Aptus Capital Advisors
Alabama
$95.6M
4
RW
4
RVW Wealth
California
$19M
5
LPL Financial
5
LPL Financial
California
$19.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.9M
2
Wells Fargo
2
Wells Fargo
California
$19.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.66M
4
PPWM
4
PFG Private Wealth Management
Florida
$4.9M
5
Mariner
5
Mariner
Kansas
$9.99M
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$99.7M 3,823,564 +128,299 +3%
ACA
2
Aptus Capital Advisors
Alabama
$95.6M 3,667,409 +693,129 +23%
Bank of America
3
Bank of America
North Carolina
$64.1M 2,456,866 +989,670 +67%
Morgan Stanley
4
Morgan Stanley
New York
$37.7M 1,445,001 +20,762 +1%
SIC
5
Sigma Investment Counselors
Michigan
$28.1M 1,075,996 +34,338 +3%
CIA
6
Capital Investment Advisors
Georgia
$25.2M 965,596 +95,550 +11%
Truist Financial
7
Truist Financial
North Carolina
$24.1M 923,313 +45,900 +5%
KCM
8
Karp Capital Management
California
$21.6M 829,143 +829,143 New
LPL Financial
9
LPL Financial
California
$19.9M 763,118 +317,889 +71%
Wells Fargo
10
Wells Fargo
California
$19.8M 757,680 -315,087 -29%
RW
11
RVW Wealth
California
$19M 728,317 +433,435 +147%
CIM
12
Confluence Investment Management
Missouri
$18.7M 718,441 +10,073 +1%
US Bancorp
13
US Bancorp
Minnesota
$17.4M 669,200 +141,376 +27%
HighTower Advisors
14
HighTower Advisors
Illinois
– – -488,694 Closed
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$12.1M 465,750 +26,587 +6%
UBS Group
16
UBS Group
Switzerland
$11.5M 439,219 +20,436 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$10.4M 397,222 +40,558 +11%
Mariner
18
Mariner
Kansas
$9.99M 383,135 -41,626 -10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.39M 360,050 +31,694 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.23M 315,688 +14,788 +5%
GA
21
Gateway Advisory
New Jersey
$7.91M 303,240 -302 -0.1%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$7.9M 302,947 -6,215 -2%
ACM
23
Azimuth Capital Management
Michigan
$7.53M 288,805 +625 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.61M 253,527 +53,730 +27%
CTC
25
Central Trust Company
Missouri
$6.6M 253,313 +5,682 +2%
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