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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

315 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
315
Holders Change
+17
Holders Change %
+5.7%
% of All Funds
4.57%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
182
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$117M
2
JAG
2
Journey Advisory Group
Kentucky
$13.7M
3
HPC
3
HM Payson & Co
Maine
$25.8M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.2M
2
UBS Group
2
UBS Group
Switzerland
$0
3
SRC
3
Shufro Rose & Co
New York
$32M
4
KA
4
Klingman & Associates
New York
$23.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
251
Raymond James Trust
Florida
$357K +$41.7K +1,747 +13%
VFIC
252
Valley Forge Investment Consultants
Pennsylvania
$356K +$356K +14,926 New
EWM
253
Executive Wealth Management
Michigan
$351K +$351K +14,784 New
HWM
254
Horizons Wealth Management
North Carolina
$351K – – –
RBC
255
Roble Belko & Company
Pennsylvania
$337K +$24 +1 +0%
AWM
256
Alterna Wealth Management
Texas
$337K +$337K +14,127 New
KC
257
Kades & Cheifetz
Pennsylvania
$336K +$2.17K +91 +0.6%
USWIA
258
UP Strategic Wealth Investment Advisors
Pennsylvania
$335K – – –
YWM
259
Yoder Wealth Management
California
$329K +$329K +13,800 New
SS
260
Sunbelt Securities
Texas
$313K – – –
CHA
261
Cooper/Haims Advisors
New York
$303K – – –
AMM
262
American Money Management
California
$303K – – –
KAS
263
KPP Advisory Services
Kentucky
$286K +$286K +11,986 New
ATC
264
Adirondack Trust Company
New York
$283K +$163K +6,834 +135%
MCM
265
Mattern Capital Management
Colorado
$277K +$277K +11,612 New
KFAA
266
Klaas Financial Asset Advisors
Illinois
$276K +$36.3K +1,524 +15%
GBWM
267
Granite Bay Wealth Management
New Hampshire
$274K -$21.5M -902,000 -99%
AWM
268
Avior Wealth Management
Nebraska
$272K – – –
ACA
269
Anchor Capital Advisors
Massachusetts
$268K – – –
IAIM
270
International Assets Investment Management
Florida
$266K +$15.4K +650 +6%
CWS
271
Cypress Wealth Services
California
$261K – – –
NB
272
Northwest Bancshares
Pennsylvania
$257K +$257K +10,786 New
HFA
273
Highland Financial Advisors
New Jersey
$252K – – –
PIMG
274
Patriot Investment Management Group
Tennessee
$250K – – –
TB
275
Treynor Bancshares
Iowa
$250K +$119 +5 +0%
9 10
11
12 13