iShares iBonds Dec 2026 Term Corporate ETF
IBDR
236 hedge funds and large institutions have $1.35B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 122 increasing their positions, 45 reducing their positions, and 7 closing their positions.
457% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 7
171% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 45
12% more funds holding
Funds holding: 210 → 236 (+26)
2% more capital invested
Capital invested by funds: $1.33B → $1.35B (+$26.5M)
1.08% less ownership
Funds ownership: 71.37% → 70.28% (-1.1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$31M |
| 2 |
KA
Klingman & Associates
New York
|
+$24M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16M |
| 4 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
+$7.92M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$57.3M |
| 2 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$13.7M |
| 3 |
Jane Street
New York
|
-$12.6M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$3.66M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$1.69M |
IBDR Hedge Fund Activity: Q3 2023 in Review
236 of the 6,310 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 $1.35B — up 2% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IBDR positions and 7 closed out — a net gain of 32 holders — while 122 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.
- 236 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2023, up from 210 in Q2 2023.
- Funds reported $1.35B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2023, up 2% quarter-over-quarter.
- 39 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2023 and 7 closed out, a net change of +32 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.