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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 %
IAIM
276
International Assets Investment Management
Florida
$297K +$29.3K +1,230 +11%
CIAS
277
CFS Investment Advisory Services
New Jersey
$295K -$153K -6,426 -34%
MCM
278
Mattern Capital Management
Colorado
$287K +$10K +420 +4%
FW
279
FullCircle Wealth
Texas
$282K +$282K +11,788 New
GCA
280
Gradient Capital Advisors
California
$282K +$53K +2,226 +23%
LNB
281
Ledyard National Bank
$276K +$276K +11,604 New
ASN
282
Advisory Services Network
Georgia
$275K +$275K +11,551 New
GBWM
283
Granite Bay Wealth Management
New Hampshire
$274K – – –
ACA
284
Anchor Capital Advisors
Massachusetts
$267K – – –
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$256K +$256K +10,742 New
CWS
286
Cypress Wealth Services
California
$253K -$7.03K -295 -3%
HFA
287
Highland Financial Advisors
New Jersey
$252K – – –
RW
288
REDW Wealth
New Mexico
$250K +$4.76K +200 +2%
PIMG
289
Patriot Investment Management Group
Tennessee
$250K – – –
TSS
290
Two Sigma Securities
New York
$247K +$247K +10,355 New
WANY
291
Wealthspire Advisors (New York)
New York
$242K – – –
MC
292
Moors & Cabot
Massachusetts
$240K – – –
BONH
293
Bank of New Hampshire
New Hampshire
$232K – – –
WFA
294
Wells Financial Advisors
Massachusetts
$218K – – –
AA
295
Addison Advisors
Vermont
$217K +$51K +2,141 +31%
CFCI
296
Comprehensive Financial Consultants Institutional
Indiana
$213K -$214K – –
BAM
297
Belpointe Asset Management
Nevada
$213K +$213K +8,948 New
AIM
298
Arcadia Investment Management
Michigan
$179K – – –
SHIM
299
Stone House Investment Management
Pennsylvania
$158K +$1.62K +68 +1%
GGI
300
Godsey & Gibb Inc
Virginia
$154K -$36.2K -1,520 -19%
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