iShares iBonds Dec 2026 Term Corporate ETF
IBDR
298 hedge funds and large institutions have $1.68B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 130 increasing their positions, 64 reducing their positions, and 11 closing their positions.
564% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 11
322% more capital inflows, than outflows
Capital inflows: $379M | Capital outflows: $90M
103% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 64
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
26% more funds holding
Funds holding: 237 → 298 (+61)
4.17% more ownership
Funds ownership: 70.29% → 74.46% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$50.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$24.6M |
| 3 |
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$20.1M |
| 4 |
Keeler Thomas Management
Orem,
Utah
|
+$14.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Klingman & Associates
New York
|
-$24.1M |
| 2 |
Summitry LLC
Foster City,
California
|
-$10.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.92M |
| 4 |
Gateway Advisory
Westfield,
New Jersey
|
-$8.64M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.76M |
IBDR Hedge Fund Activity: Q4 2023 in Review
298 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2023, worth a combined $1.68B — up 24% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new IBDR positions and 11 closed out — a net gain of 62 holders — while 130 added to existing stakes and 64 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $50.3M. The largest seller was Klingman & Associates, exiting entirely with an estimated $24.1M sold.
- 298 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2023, up from 237 in Q3 2023.
- Funds reported $1.68B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 73 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2023 and 11 closed out, a net change of +62 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $50.3M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2023 was Klingman & Associates, an estimated $24.1M sold.
Based on aggregated 13F filings for Q4 2023.