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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

238 hedge funds and large institutions have $1.38B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

173% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 45

13% more funds holding

Funds holding: 210 → 238 (+28)

4% more capital invested

Capital invested by funds: $1.33B → $1.38B (+$47.9M)

0.12% more ownership

Funds ownership: 71.37% → 71.49% (+0.12%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
3.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
40
Increased
123
Reduced
45
Closed
7
Calls
$1.65M
Puts
–
Net Calls
+$1.65M
Net Calls Change
+$1.65M

Top Buyers

1
SL
Summitry LLC
California
+$31M
2
KA
Klingman & Associates
New York
+$24M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$21.1M
4
UBS Group
UBS Group
Switzerland
+$16M
5
WCM
Windsor Capital Management
Arizona
+$7.92M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$57.3M
2
KTM
Keeler Thomas Management
Utah
-$13.7M
3
Jane Street
Jane Street
New York
-$12.6M
4
DADC
D.A. Davidson & Co
Montana
-$3.66M
5
MCM
MV Capital Management
Maryland
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$136M +$2.22M +94,997 +2%
SRC
2
Shufro Rose & Co
New York
$72.4M +$2.43M +103,888 +3%
Morgan Stanley
3
Morgan Stanley
New York
$55.7M +$5.1M +217,997 +10%
UBS Group
4
UBS Group
Switzerland
$47.9M +$16M +681,995 +50%
Ameriprise
5
Ameriprise
Minnesota
$40.6M -$1.39M -59,252 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$39.6M +$569K +24,314 +1%
CAI
7
Capital Advisors Inc
Oklahoma
$32.2M -$714K -30,514 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$31.8M +$1.1M +46,918 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$31.5M +$3.37M +143,758 +12%
SL
10
Summitry LLC
California
$30.9M +$31M +1,322,614 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.2M -$10.9K -464 -0%
LPL Financial
12
LPL Financial
California
$27.4M +$1.23M +52,640 +5%
Stifel Financial
13
Stifel Financial
Missouri
$27.3M +$3.31M +141,177 +14%
NA
14
NewEdge Advisors
Louisiana
$26.9M +$4.35M +185,630 +19%
KA
15
Klingman & Associates
New York
$24M +$24M +1,026,542 New
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$23.6M +$3.96M +169,076 +20%
Wells Fargo
17
Wells Fargo
California
$23.2M +$6.87M +293,289 +42%
SIC
18
Sigma Investment Counselors
Michigan
$22.8M +$802K +34,252 +4%
GBWM
19
Granite Bay Wealth Management
New Hampshire
$21.4M +$21.1M +899,000 +6,200%
CIM
20
Confluence Investment Management
Missouri
$20.6M -$182K -7,785 -0.9%
HighTower Advisors
21
HighTower Advisors
Illinois
$19.2M – – –
Truist Financial
22
Truist Financial
North Carolina
$18.8M +$699K +29,867 +4%
RW
23
RVW Wealth
California
$18.6M -$174K -7,435 -0.9%
US Bancorp
24
US Bancorp
Minnesota
$18.5M -$330K -14,112 -2%
Corient Private Wealth
25
Corient Private Wealth
Florida
$17.7M – – –
1
2 3 4 5

IBDR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q3 2023, worth a combined $1.38B — up 3.6% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDR positions and 7 closed out — a net gain of 33 holders — while 123 added to existing stakes and 45 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $31M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $57.3M.

  • 238 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2023, up from 210 in Q2 2023.
  • Funds reported $1.38B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2023 and 7 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q3 2023 was Summitry LLC, an estimated $31M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $57.3M sold.

Based on aggregated 13F filings for Q3 2023.