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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

211 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
37
Increased
115
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39.5M
3
NA
3
NewEdge Advisors
Louisiana
$19.7M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
Ameriprise
5
Ameriprise
Minnesota
$38.5M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$34.1M
2
MMA
2
Miracle Mile Advisors
California
$1.1M
3
SL
3
Summitry LLC
California
$0
4
ICG
4
InterOcean Capital Group
Tennessee
$2.46M
5
GDP
5
Great Diamond Partners
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$135M 5,702,850 +613,102 +12%
SRC
2
Shufro Rose & Co
New York
$66.3M 2,793,687 +135,002 +5%
Morgan Stanley
3
Morgan Stanley
New York
$41.2M 1,738,013 +228,147 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.5M 1,664,978 +877,791 +112%
Ameriprise
5
Ameriprise
Minnesota
$38.5M 1,625,243 +477,623 +42%
UBS Group
6
UBS Group
Switzerland
$37.9M 1,596,750 +256,773 +19%
CAI
7
Capital Advisors Inc
Oklahoma
$34.1M 1,435,688 -1,443,080 -50%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$29.2M 1,231,193 +265,312 +27%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$27.6M 1,163,859 +171,196 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$25.1M 1,056,897 +153,978 +17%
LPL Financial
11
LPL Financial
California
$24.6M 1,037,057 +139,682 +16%
HighTower Advisors
12
HighTower Advisors
Illinois
$24.2M 1,018,348 +1,018,348 New
KA
13
Klingman & Associates
New York
– – – –
SIC
14
Sigma Investment Counselors
Michigan
$22.7M 957,561 -44,992 -4%
CIM
15
Corda Investment Management
Texas
$22.4M 942,230 +70,215 +8%
CIM
16
Confluence Investment Management
Missouri
$21.1M 888,950 +43,042 +5%
Wells Fargo
17
Wells Fargo
California
$20.5M 864,949 +193,049 +29%
NA
18
NewEdge Advisors
Louisiana
$19.7M 828,924 +713,906 +621%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$19.2M 808,543 -90,091 -10%
RW
20
RVW Wealth
California
$19M 802,265 -15,744 -2%
US Bancorp
21
US Bancorp
Minnesota
$17.8M 749,597 +90,248 +14%
Stifel Financial
22
Stifel Financial
Missouri
$17.8M 749,097 +40,410 +6%
Truist Financial
23
Truist Financial
North Carolina
$17.3M 728,770 +18,846 +3%
MCM
24
MV Capital Management
Maryland
$14.6M 616,813 +113,686 +23%
BMM
25
Buffington Mohr McNeal
Idaho
$13.9M 587,194 +89,143 +18%
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