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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CAL
326
Capital Analysts LLC
Pennsylvania
$12K – – –
LB
327
Legacy Bridge
Iowa
$10.1K +$10.1K +425 New
BCWM
328
Bartlett & Co Wealth Management
Ohio
$9.59K – – –
Fidelity Investments
329
Fidelity Investments
Massachusetts
$9.58K -$3.93K -165 -29%
First Manhattan
330
First Manhattan
New York
$7.75K +$7.75K +325 New
PBK
331
Peoples Bank (Kansas)
Kansas
$7.15K – – –
AIC
332
Archer Investment Corporation
Indiana
$6.44K -$12.9K -539 -67%
CWC
333
Carolinas Wealth Consulting
North Carolina
$2.77K +$2.77K +116 New
HNB
334
Huntington National Bank
Ohio
$24 -$24 – –
UBS Group
335
UBS Group
Switzerland
– -$49.8M -2,084,157 Closed
Goldman Sachs
336
Goldman Sachs
New York
– -$2.14M -89,611 Closed
CWM
337
Centric Wealth Management
Illinois
– -$1.83M -76,772 Closed
AWM
338
AE Wealth Management
Kansas
– -$1.47M -61,340 Closed
NL
339
NWAM LLC
Washington
– -$980K -40,987 Closed
Harris Associates
340
Harris Associates
Illinois
– -$757K -31,655 Closed
SC
341
Saiph Capital
New Jersey
– -$343K -14,346 Closed
ES
342
Eagle Strategies
New York
– -$267K -11,177 Closed
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
– -$204K -8,528 Closed
ASN
344
Advisory Services Network
Georgia
– -$125K -5,236 Closed
AC
345
AlphaCore Capital
California
– -$59.8K -2,500 Closed
PCM
346
Penserra Capital Management
California
– -$7K -311 Closed
BFPW
347
BOK Financial Private Wealth
Colorado
– -$7.1K -297 Closed
FGAM
348
Financial Gravity Asset Management
Texas
– -$5.96K -252 Closed
SWA
349
Stratos Wealth Advisors
Ohio
– -$5.25M – –
SIM
350
Stratos Investment Management
Ohio
– -$304K – –
11 12 13
14
15