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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

335 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 184 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+10
Holders Change %
+3.08%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
33
Increased
184
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
Bulltick Wealth Management
Florida
$21M
2
BEI
Benjamin Edwards Inc
Missouri
$11.4M
3
HCM
Howland Capital Management
Massachusetts
$25.6M
4
Bank of America
Bank of America
North Carolina
$190M
5
Morgan Stanley
Morgan Stanley
New York
$87.2M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$2.11M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$25.1M
4
Lido Advisors
Lido Advisors
California
$34.2M
5
Stifel Financial
Stifel Financial
Missouri
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
251
First National Corp
Massachusetts
$427K +$427K +17,562 New
MCA
252
Maryland Capital Advisors
Maryland
$423K -$34.3K -1,410 -7%
DSC
253
Duncker Streett & Co
Missouri
$404K – – –
PP
254
Prosperity Planning
Missouri
$400K -$392K – –
AWM
255
Alterna Wealth Management
Texas
$387K +$10K +413 +3%
PS
256
Principal Securities
Iowa
$386K -$16.8K -691 -4%
NB
257
Northwest Bancshares
Pennsylvania
$383K +$67.7K +2,787 +21%
VFIC
258
Valley Forge Investment Consultants
Pennsylvania
$370K +$3.89K +160 +1%
RBC
259
Roble Belko & Company
Pennsylvania
$362K +$19.2K +791 +6%
FFA
260
Farther Finance Advisors
California
$354K +$8.72K +359 +3%
KC
261
Kades & Cheifetz
Pennsylvania
$350K +$3.67K +151 +1%
PJSIMP
262
P.J. Schmidt Investment Management (PJS)
Wisconsin
$348K +$170 +7 +0%
HF
263
HRT Financial
New York
$344K +$344K +14,183 New
USWIA
264
UP Strategic Wealth Investment Advisors
Pennsylvania
$342K – – –
YWM
265
Yoder Wealth Management
California
$335K – – –
HWM
266
Horizons Wealth Management
North Carolina
$334K – – –
ES
267
Eagle Strategies
New York
$332K +$2.26K +93 +0.7%
WJA
268
Willis Johnson & Associates
Texas
$327K – – –
SS
269
Sunbelt Securities
Texas
$319K – – –
KFAA
270
Klaas Financial Asset Advisors
Illinois
$311K – – –
AA
271
Ancora Advisors
Ohio
$309K +$284K +11,676 +1,112%
CHA
272
Cooper/Haims Advisors
New York
$309K – – –
OC
273
Oppenheimer & Co
New York
$306K +$306K +12,597 New
RSWM
274
Robertson Stephens Wealth Management
California
$299K -$583K – –
MA
275
MKT Advisors
California
$296K -$64.2K -2,649 -18%
9 10
11
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