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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

187 hedge funds and large institutions have $1.05B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+20
Holders Change %
+11.98%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
82
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$22M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
UBS Group
3
UBS Group
Switzerland
$31.3M
4
MCM
4
MV Capital Management
Maryland
$11.7M
5
RW
5
RVW Wealth
California
$19.1M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$62.1M
2
GA
2
Gateway Advisory
New Jersey
$8.3M
3
KA
3
Klingman & Associates
New York
$22.7M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$819K
5
WCM
5
Windsor Capital Management
Arizona
$7.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$119M 5,089,748 +733,682 +17%
CAI
2
Capital Advisors Inc
Oklahoma
$67.2M 2,878,768 -210,175 -7%
SRC
3
Shufro Rose & Co
New York
$62.1M 2,658,685 -2,733,032 -51%
Morgan Stanley
4
Morgan Stanley
New York
$35.3M 1,509,866 +244,814 +19%
UBS Group
5
UBS Group
Switzerland
$31.3M 1,339,977 +673,599 +101%
Ameriprise
6
Ameriprise
Minnesota
$26.8M 1,147,620 +415,724 +57%
SIC
7
Sigma Investment Counselors
Michigan
$23.4M 1,002,553 -27,571 -3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$23.2M 992,663 +263,018 +36%
KA
9
Klingman & Associates
New York
– – -660,591 Closed
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.6M 965,881 +139,201 +17%
MMA
11
Miracle Mile Advisors
California
$22M 940,939 +940,939 New
SVWAG
12
Sound View Wealth Advisors Group
Georgia
$21.5M 898,634 +368,172 +69%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.1M 902,919 +191,964 +27%
HighTower Advisors
14
HighTower Advisors
Illinois
– – – –
LPL Financial
15
LPL Financial
California
$21M 897,375 -20,112 -2%
CIM
16
Corda Investment Management
Texas
$20.4M 872,015 +97,130 +13%
CIM
17
Confluence Investment Management
Missouri
$19.8M 845,908 -2,696 -0.3%
RW
18
RVW Wealth
California
$19.1M 818,009 +471,127 +136%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$18.4M 787,187 +292,498 +59%
SL
20
Summitry LLC
California
$17.8M 762,572 -8,562 -1%
Truist Financial
21
Truist Financial
North Carolina
$16.6M 709,924 -2,342 -0.3%
Stifel Financial
22
Stifel Financial
Missouri
$16.5M 708,687 +11,037 +2%
Wells Fargo
23
Wells Fargo
California
$15.7M 671,900 +26,817 +4%
US Bancorp
24
US Bancorp
Minnesota
$15.4M 659,349 -50,303 -7%
VVP
25
Venture Visionary Partners
Ohio
– – -94,795 Closed
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