iShares iBonds Dec 2026 Term Corporate ETF
IBDR
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.
163% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 67
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
9% more capital invested
Capital invested by funds: $1.84B → $2B (+$168M)
3% more funds holding
Funds holding: 315 → 325 (+10)
0.42% more ownership
Funds ownership: 67.73% → 68.15% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$38.3M |
| 2 |
KA
Klingman & Associates
New York
|
+$21.7M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$10.6M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$7.47M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$16.4M |
| 2 |
VWMG
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
-$3.02M |
| 3 |
SCG
Sonata Capital Group
Seattle,
Washington
|
-$2.91M |
| 4 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$2.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
351
NovaPoint Capital
Atlanta,
Georgia
| – | -$759K | -31,820 | Closed |
|
|
MMA
352
Miracle Mile Advisors
Los Angeles,
California
| – | -$707K | -29,659 | Closed |
|
|
KAS
353
KPP Advisory Services
Louisville,
Kentucky
| – | -$286K | -11,986 | Closed |
|
|
AWM
354
Avior Wealth Management
Omaha,
Nebraska
| – | -$272K | -11,399 | Closed |
|
|
TB
355
Treynor Bancshares
Treynor,
Iowa
| – | -$250K | -10,463 | Closed |
|
|
PWM
356
Perigon Wealth Management
San Francisco,
California
| – | -$240K | -10,045 | Closed |
|
|
BBW
357
Blue Barn Wealth
Orem,
Utah
| – | -$238K | -9,982 | Closed |
|
|
TW
358
Transform Wealth
Greenwood Village,
Colorado
| – | -$238K | -9,970 | Closed |
|
|
AWM
359
Aspire Wealth Management
Waltham,
Massachusetts
| – | -$27.1K | -1,137 | Closed |
|
|
GBT
360
Grove Bank & Trust
Miami,
Florida
| – | -$20.3K | -850 | Closed |
|
361
First Manhattan
New York
| – | -$7.75K | -325 | Closed |
|
|
AIC
362
Archer Investment Corporation
Carmel,
Indiana
| – | -$6.44K | -270 | Closed |
|
IBDR Hedge Fund Activity: Q2 2024 in Review
325 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q2 2024, worth a combined $2B — up 9.1% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBDR positions and 20 closed out — a net gain of 14 holders — while 176 added to existing stakes and 67 trimmed.
The largest buyer was Wells Fargo, adding an estimated $38.3M. The largest seller was Venture Visionary Partners, exiting entirely with an estimated $16.4M sold.
- 325 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q2 2024, up from 315 in Q1 2024.
- Funds reported $2B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
- 34 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q2 2024 was Wells Fargo, an estimated $38.3M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q2 2024 was Venture Visionary Partners, an estimated $16.4M sold.
Based on aggregated 13F filings for Q2 2024.