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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

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.

New
Increased
Maintained
Reduced
Closed

555% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 11

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)

29% more capital invested

Capital invested by funds: $1.38B → $1.77B (+$395M)

25% more funds holding

Funds holding: 238 → 298 (+60)

7.3% more ownership

Funds ownership: 71.49% → 78.79% (+7.3%)

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.34%
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
Morgan Stanley
New York
+$83M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$50.3M
3
Bank of America
Bank of America
North Carolina
+$24.6M
4
KCM
Kathmere Capital Management
Pennsylvania
+$20.1M
5
KTM
Keeler Thomas Management
Utah
+$14.8M

Top Sellers

1
KA
Klingman & Associates
New York
-$24.1M
2
SL
Summitry LLC
California
-$10.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.92M
4
GA
Gateway Advisory
New Jersey
-$8.64M
5
Ameriprise
Ameriprise
Minnesota
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$164M +$24.6M +1,046,277 +18%
Morgan Stanley
2
Morgan Stanley
New York
$142M +$83M +3,533,967 +148%
SRC
3
Shufro Rose & Co
New York
$72M -$460K -19,592 -0.6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$53M +$50.3M +2,143,302 +2,845%
UBS Group
5
UBS Group
Switzerland
$49.8M +$703K +29,939 +1%
LPL Financial
6
LPL Financial
California
$41.9M +$13.6M +578,835 +49%
CAI
7
Capital Advisors Inc
Oklahoma
$41.4M +$8.29M +353,286 +26%
NA
8
NewEdge Advisors
Louisiana
$38.7M +$11M +470,254 +41%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$37.2M +$4.91M +209,158 +16%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$36.9M +$4.3M +183,330 +13%
Ameriprise
11
Ameriprise
Minnesota
$33.3M -$7.76M -330,432 -19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.5M -$8.92M -379,898 -22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$29.9M -$1.03M -43,658 -3%
Stifel Financial
14
Stifel Financial
Missouri
$28.4M +$412K +17,527 +1%
Wells Fargo
15
Wells Fargo
California
$27.1M +$3.29M +140,124 +14%
GWA
16
Gratus Wealth Advisors
Virginia
$24.9M +$24.5M +1,042,110 New
KA
17
Klingman & Associates
New York
$23.9M -$24.1M -1,026,542 Closed
SIC
18
Sigma Investment Counselors
Michigan
$23M -$378K -16,099 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$22.4M – – –
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$21.5M -$2.6M -110,664 -11%
GBWM
21
Granite Bay Wealth Management
New Hampshire
$21.4M – – –
Truist Financial
22
Truist Financial
North Carolina
$20.5M +$1.24M +52,933 +7%
SL
23
Summitry LLC
California
$20.5M -$10.9M -464,435 -35%
KCM
24
Kathmere Capital Management
Pennsylvania
$20.5M +$20.1M +856,619 New
CIM
25
Confluence Investment Management
Missouri
$20.1M -$920K -39,184 -4%
1
2 3 4 5

IBDR Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 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 $1.77B — up 29% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IBDR positions and 11 closed out — a net gain of 61 holders — while 130 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83M. 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 238 in Q3 2023.
  • Funds reported $1.77B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 72 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2023 and 11 closed out, a net change of +61 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $83M 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.