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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

298 hedge funds and large institutions have $1.77B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 64 reducing their positions, and 11 closing their positions.

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.37%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
72
Increased
130
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$53M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
GWA
4
Gratus Wealth Advisors
Virginia
$24.9M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$20.5M

Top Sellers

1
KA
1
Klingman & Associates
New York
$23.9M
2
SL
2
Summitry LLC
California
$20.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.5M
4
GA
4
Gateway Advisory
New Jersey
$9.16M
5
Ameriprise
5
Ameriprise
Minnesota
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$164M 6,876,696 +1,046,277 +18%
Morgan Stanley
2
Morgan Stanley
New York
$142M 5,921,962 +3,533,967 +148%
SRC
3
Shufro Rose & Co
New York
$72M 3,084,409 -19,592 -0.6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$53M 2,218,626 +2,143,302 +2,845%
UBS Group
5
UBS Group
Switzerland
$49.8M 2,084,157 +29,939 +1%
LPL Financial
6
LPL Financial
California
$41.9M 1,751,297 +578,835 +49%
CAI
7
Capital Advisors Inc
Oklahoma
$41.4M 1,733,737 +353,286 +26%
NA
8
NewEdge Advisors
Louisiana
$38.7M 1,622,187 +470,254 +41%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$37.2M 1,557,132 +209,158 +16%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$36.9M 1,544,680 +183,330 +13%
Ameriprise
11
Ameriprise
Minnesota
$33.3M 1,410,270 -330,432 -19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.5M 1,317,364 -379,898 -22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$29.9M 1,250,689 -43,658 -3%
Stifel Financial
14
Stifel Financial
Missouri
$28.4M 1,186,686 +17,527 +1%
Wells Fargo
15
Wells Fargo
California
$27.1M 1,135,315 +140,124 +14%
GWA
16
Gratus Wealth Advisors
Virginia
$24.9M 1,042,110 +1,042,110 New
KA
17
Klingman & Associates
New York
– – -1,026,542 Closed
SIC
18
Sigma Investment Counselors
Michigan
$23M 961,421 -16,099 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
– – – –
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$21.5M 898,634 -110,664 -11%
GBWM
21
Granite Bay Wealth Management
New Hampshire
$21.4M 913,500 – –
Truist Financial
22
Truist Financial
North Carolina
$20.5M 858,301 +52,933 +7%
SL
23
Summitry LLC
California
$20.5M 858,179 -464,435 -35%
KCM
24
Kathmere Capital Management
Pennsylvania
$20.5M 856,619 +856,619 New
CIM
25
Confluence Investment Management
Missouri
$20.1M 841,982 -39,184 -4%
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