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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

325 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 176 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+10
Holders Change %
+3.17%
% of All Funds
4.73%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
34
Increased
176
Reduced
67
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$70.5M
2
KA
Klingman & Associates
New York
$21.8M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$11M
4
HPC
HM Payson & Co
Maine
$33.3M
5
Stifel Financial
Stifel Financial
Missouri
$33.6M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$23.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
$17.4M
3
VVP
Venture Visionary Partners
Ohio
$17.5M
4
Lido Advisors
Lido Advisors
California
$22.3M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$549K +$47.7K +2,001 +9%
Bank of New York Mellon
227
Bank of New York Mellon
New York
$549K +$160K +6,721 +41%
RCA
228
Ranch Capital Advisors
Florida
$545K +$72.3K +3,034 +15%
DP
229
Dearborn Partners
Illinois
$534K +$2.98K +125 +0.6%
EAM
230
Empirical Asset Management
Massachusetts
$531K +$531K +22,309 New
BC
231
Barrett & Company
Rhode Island
$521K +$1.14K +48 +0.2%
SPWM
232
Straight Path Wealth Management
Michigan
$511K +$99.6K +4,183 +24%
SCM
233
Steele Capital Management
Iowa
$500K – – –
BCM
234
Brookstone Capital Management
Illinois
$495K +$104K +4,354 +27%
1WM
235
1900 Wealth Management
Texas
$493K – – –
BWM
236
BCS Wealth Management
Tennessee
$479K – – –
NDSI
237
Newman Dignan & Sheerar Inc
Rhode Island
$460K +$3.1K +130 +0.7%
LF
238
Lee Financial
Texas
$460K -$461K – –
MCA
239
Maryland Capital Advisors
Maryland
$448K +$76K +3,192 +20%
MOS
240
MGO One Seven
Ohio
$444K -$22.9K -961 -5%
Barclays
241
Barclays
United Kingdom
$444K – – –
RJT
242
Raymond James Trust
Florida
$438K +$82.2K +3,449 +23%
SC
243
Savant Capital
Illinois
$437K +$3.48K +146 +0.8%
SB
244
Strategic Blueprint
Georgia
$436K +$436K +18,284 New
PWA
245
Provenance Wealth Advisors
Florida
$416K – – –
PA
246
PSI Advisors
Florida
$414K +$42.2K +1,771 +11%
DWA
247
Delap Wealth Advisory
Oregon
$407K +$203K +8,542 +100%
WCG
248
Weaver Consulting Group
California
$403K – – –
DSC
249
Duncker Streett & Co
Missouri
$396K +$34K +1,427 +9%
PS
250
Principal Securities
Iowa
$395K +$2.17K +91 +0.6%
8 9
10
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