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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

147 hedge funds and large institutions have $793M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+23
Holders Change %
+18.55%
% of All Funds
2.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
36
Increased
49
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$102M
2
Bank of America
2
Bank of America
North Carolina
$91.6M
3
SPF
3
Steven Patrick Farmer
$20.2M
4
KA
4
Klingman & Associates
New York
$11.8M
5
WCM
5
Windsor Capital Management
Arizona
$7.53M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
CIA
2
Capital Investment Advisors
Georgia
$7.45M
3
CAI
3
Capital Advisors Inc
Oklahoma
$78.9M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$546K
5
KCM
5
Karp Capital Management
California
$7.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SRC
1
Shufro Rose & Co
New York
$102M 4,277,363 +4,277,363 New
Bank of America
2
Bank of America
North Carolina
$91.6M 3,849,323 +1,156,248 +43%
CAI
3
Capital Advisors Inc
Oklahoma
$78.9M 3,315,044 -549,230 -14%
Morgan Stanley
4
Morgan Stanley
New York
$30.3M 1,271,703 -52,536 -4%
SIC
5
Sigma Investment Counselors
Michigan
$25.7M 1,078,910 -28,332 -3%
LPL Financial
6
LPL Financial
California
$20.5M 862,247 +19,865 +2%
CIM
7
Confluence Investment Management
Missouri
$20.2M 848,208 -7,048 -0.8%
SPF
8
Steven Patrick Farmer
$20.2M 848,208 +848,208 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$19.7M 829,845 +80,799 +11%
Truist Financial
10
Truist Financial
North Carolina
$18.3M 769,709 -169,209 -18%
Stifel Financial
11
Stifel Financial
Missouri
$16.7M 702,248 +38,500 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.4M 688,023 +307,160 +81%
US Bancorp
13
US Bancorp
Minnesota
$15.9M 667,030 +48,821 +8%
UBS Group
14
UBS Group
Switzerland
$13.3M 558,727 +87,939 +19%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$12.5M 525,109 +1,828 +0.3%
KA
16
Klingman & Associates
New York
$11.8M 495,459 +495,459 New
Wells Fargo
17
Wells Fargo
California
$11.5M 484,339 -185,532 -28%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.8M 454,606 +174,922 +63%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$10.8M 453,328 +197,181 +77%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$9.73M 411,596 -6,236 -1%
RW
21
RVW Wealth
California
$8.47M 356,050 -381,934 -52%
AF
22
Arrow Financial
New York
$8.18M 344,019 +282,947 +463%
WCM
23
Windsor Capital Management
Arizona
$7.53M 316,427 +316,427 New
HighTower Advisors
24
HighTower Advisors
Illinois
$7.45M 313,046 +313,046 New
CIA
25
Capital Investment Advisors
Georgia
$7.45M 313,144 -764,936 -71%
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