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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 Market Value Shares Shares
Change 		Shares
Change %
RW
276
REDW Wealth
New Mexico
$246K 10,301 +1,159 +13%
WANY
277
Wealthspire Advisors (New York)
New York
$242K 10,151 +10,151 New
PWM
278
Perigon Wealth Management
California
$240K 10,045 -2,703 -21%
BBW
279
Blue Barn Wealth
Utah
$238K 9,982 +9,982 New
TW
280
Transform Wealth
Colorado
$238K 9,970 +9,970 New
BONH
281
Bank of New Hampshire
New Hampshire
$233K 9,755 – –
GCA
282
Gradient Capital Advisors
California
$229K 9,608 +1,050 +12%
WFA
283
Wells Financial Advisors
Massachusetts
$218K 9,160 – –
VNA
284
Valley National Advisers
Pennsylvania
$218K 9,173 -4,303 -32%
CFCI
285
Comprehensive Financial Consultants Institutional
Indiana
– – – –
DWA
286
Delap Wealth Advisory
Oregon
$204K 8,542 -8,542 -50%
GGI
287
Godsey & Gibb Inc
Virginia
$190K 7,965 -595 -7%
HGERS
288
Householder Group Estate & Retirement Specialist
Arizona
$184K 7,714 -1,822 -19%
AIM
289
Arcadia Investment Management
Michigan
$179K 7,500 – –
AA
290
Addison Advisors
Vermont
$166K 6,964 +704 +11%
SHIM
291
Stone House Investment Management
Pennsylvania
$157K 6,584 +43 +0.7%
BWL
292
Bogart Wealth LLC
Virginia
$133K 5,572 +629 +13%
KHC
293
Koesten Hirschmann & Crabtree
Kansas
$122K 5,110 – –
HI
294
Harbour Investments
Wisconsin
$119K 4,992 +1,009 +25%
PTC
295
Private Trust Company
Ohio
$116K 4,868 +376 +8%
AAG
296
Armstrong Advisory Group
Massachusetts
$98.1K 4,105 – –
HWA
297
HHM Wealth Advisors
Tennessee
$90K 3,775 – –
PGAM
298
Princeton Global Asset Management
New Jersey
$86.3K 3,618 +1,212 +50%
PB
299
Pinnacle Bancorp
Nebraska
$81.7K 3,425 -10,795 -76%
TC
300
Trust Company
Kansas
$75K 3,144 +3,144 New
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