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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

366 hedge funds and large institutions have $2.6B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+31
Holders Change %
+9.25%
% of All Funds
4.87%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
60
Increased
202
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
Venture Visionary Partners
Ohio
$19.7M
2
HPC
HM Payson & Co
Maine
$53.4M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15.9M
4
Bank of America
Bank of America
North Carolina
$202M
5
Morgan Stanley
Morgan Stanley
New York
$95.5M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$46.5M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
HighTower Advisors
HighTower Advisors
Illinois
$25.8M
4
SL
Summitry LLC
California
$0
5
KA
Klingman & Associates
New York
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCP
301
Foster Dykema Cabot & Partners
Massachusetts
$308K +$248K +10,300 +412%
HWM
302
Horizons Wealth Management
North Carolina
$306K -$24.2K -1,006 -7%
CHA
303
Cooper/Haims Advisors
New York
$306K – – –
OC
304
Oppenheimer & Co
New York
$303K -$48 -2 -0%
BAM
305
Belpointe Asset Management
Nevada
$299K +$79.8K +3,300 +36%
RSWM
306
Robertson Stephens Wealth Management
California
$296K -$299K – –
GCA
307
Gradient Capital Advisors
California
$290K +$4.98K +207 +2%
LNB
308
Ledyard National Bank
$284K – – –
BFA
309
Buttonwood Financial Advisors
Maryland
$283K +$283K +11,761 New
WIA
310
World Investment Advisors
California
$281K – – –
FW
311
FullCircle Wealth
Texas
$273K -$10.8K -447 -4%
MA
312
MKT Advisors
California
$259K -$36.3K -1,505 -12%
CWS
313
Cypress Wealth Services
California
$256K – – –
PHIC
314
Pine Haven Investment Counsel
Massachusetts
$255K +$255K +10,600 New
HFA
315
Highland Financial Advisors
New Jersey
$255K – – –
HI
316
Harbour Investments
Wisconsin
$254K +$38.9K +1,617 +18%
MC
317
Moors & Cabot
Massachusetts
$252K -$238K – –
AWE
318
Avidian Wealth Enterprises
Texas
$251K +$251K +10,435 New
KAS
319
KPP Advisory Services
Kentucky
$250K +$48.1K +2,000 +24%
WAS
320
Wealth Advisory Solutions
Indiana
$241K +$241K +10,010 New
CPW
321
Cove Private Wealth
New York
$241K – – –
CFG
322
Cornerstone Financial Group
Nebraska
$236K +$236K +9,807 New
BONH
323
Bank of New Hampshire
New Hampshire
$235K – – –
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$233K +$149K +6,206 +178%
AA
325
Addison Advisors
Vermont
$226K +$7.22K +300 +3%
11 12
13
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