iShares iBonds Dec 2026 Term Corporate ETF
IBDR
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 19 closing their positions.
141% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 46
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more capital invested
Capital invested by funds: $1.2B → $1.33B (+$128M)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
0.21% more ownership
Funds ownership: 71.15% → 71.37% (+0.21%)
0% more funds holding
Funds holding: 210 → 210 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$58.8M |
| 2 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$13.8M |
| 3 |
Morgan Stanley
New York
|
+$10.2M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$8.75M |
| 5 |
Jane Street
New York
|
+$8.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$24.1M |
| 2 |
CIM
Corda Investment Management
Houston,
Texas
|
-$22.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.3M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$4.32M |
IBDR Hedge Fund Activity: Q2 2023 in Review
210 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q2 2023, worth a combined $1.33B — up 11% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBDR positions and 19 closed out — a net gain of 1 holder — while 111 added to existing stakes and 46 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $58.8M. The largest seller was HighTower Advisors, exiting entirely with an estimated $24.1M sold.
- 210 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $1.33B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q2 2023 and 19 closed out, a net change of +1 holder.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $58.8M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q2 2023 was HighTower Advisors, an estimated $24.1M sold.
Based on aggregated 13F filings for Q2 2023.