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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

210 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.31%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
20
Increased
111
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$61.1M
2
KTM
2
Keeler Thomas Management
Utah
$14.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
GA
4
Gateway Advisory
New Jersey
$17.4M
5
Jane Street
5
Jane Street
New York
$14.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$32.5M
3
CIM
3
Corda Investment Management
Texas
$23.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.49M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$135M 5,735,422 +32,572 +0.6%
SRC
2
Shufro Rose & Co
New York
$70.4M 3,000,113 +206,426 +7%
HFRG
3
Houlihan Financial Resource Group
Virginia
$61.1M 2,585,644 +2,490,725 +2,624%
Morgan Stanley
4
Morgan Stanley
New York
$50.9M 2,169,998 +431,985 +25%
Ameriprise
5
Ameriprise
Minnesota
$42.3M 1,799,954 +174,711 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$39.3M 1,672,948 +7,970 +0.5%
CAI
7
Capital Advisors Inc
Oklahoma
$33.1M 1,410,965 -24,723 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
– – -1,018,348 Closed
UBS Group
9
UBS Group
Switzerland
$32.2M 1,372,223 -224,527 -14%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$30.9M 1,314,432 +150,573 +13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.4M 1,294,811 +63,618 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$28.3M 1,204,216 +147,319 +14%
LPL Financial
13
LPL Financial
California
$26.3M 1,119,822 +82,765 +8%
Stifel Financial
14
Stifel Financial
Missouri
$24.1M 1,027,982 +278,885 +37%
KA
15
Klingman & Associates
New York
– – – –
CIM
16
Corda Investment Management
Texas
– – -942,230 Closed
NA
17
NewEdge Advisors
Louisiana
$22.7M 966,303 +137,379 +17%
SIC
18
Sigma Investment Counselors
Michigan
$22.1M 943,268 -14,293 -1%
CIM
19
Confluence Investment Management
Missouri
$20.9M 888,951 +1 +0%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$19.7M 840,222 +31,679 +4%
US Bancorp
21
US Bancorp
Minnesota
$18.9M 805,923 +56,326 +8%
RW
22
RVW Wealth
California
$18.9M 805,522 +3,257 +0.4%
Truist Financial
23
Truist Financial
North Carolina
$18.2M 775,501 +46,731 +6%
GA
24
Gateway Advisory
New Jersey
$17.4M 739,893 +370,228 +100%
Corient Private Wealth
25
Corient Private Wealth
Florida
– – – –
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