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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 %
BAM
301
Belpointe Asset Management
Nevada
$220K +$2.87K +118 +1%
CFCI
302
Comprehensive Financial Consultants Institutional
Indiana
$218K -$213K – –
HI
303
Harbour Investments
Wisconsin
$218K +$95.2K +3,917 +78%
NL
304
NWAM LLC
Washington
$217K +$217K +8,923 New
Jones Financial Companies
305
Jones Financial Companies
Missouri
$209K +$128K +5,281 +159%
KAS
306
KPP Advisory Services
Kentucky
$204K +$204K +8,390 New
AIM
307
Arcadia Investment Management
Michigan
$182K – – –
WFA
308
Wells Financial Advisors
Massachusetts
$170K -$52.7K -2,170 -24%
BWL
309
Bogart Wealth LLC
Virginia
$156K +$20.2K +831 +15%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$144K +$91.1K +3,750 +173%
PTC
311
Private Trust Company
Ohio
$126K +$5.71K +235 +5%
KHC
312
Koesten Hirschmann & Crabtree
Kansas
$124K – – –
CT
313
Coastline Trust
Rhode Island
$119K +$119K +4,892 New
AAG
314
Armstrong Advisory Group
Massachusetts
$99.8K – – –
HGERS
315
Householder Group Estate & Retirement Specialist
Arizona
$96K -$6.27K -259 -6%
HWA
316
HHM Wealth Advisors
Tennessee
$91.7K – – –
TC
317
Trust Company
Kansas
$89.2K +$12.8K +527 +17%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$84.5K +$25.4K +1,047 +43%
PB
319
Pinnacle Bancorp
Nebraska
$83.2K – – –
Bank of Montreal
320
Bank of Montreal
Ontario, Canada
$74.9K – – –
FHA
321
First Horizon Advisors
Tennessee
$71.9K – – –
UCB
322
United Community Bank
South Carolina
$68.6K – – –
VNA
323
Valley National Advisers
Pennsylvania
$62K -$24.7K -1,030 -29%
CFO
324
CVA Family Office
Colorado
$61.2K – – –
FDCP
325
Foster Dykema Cabot & Partners
Massachusetts
$60.8K +$60.8K +2,500 New
11 12
13
14 15