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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

113 hedge funds and large institutions have $639M invested in iShares iBonds Dec 2026 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
59
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$78.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$13M
3
RW
3
RVW Wealth
California
$8M
4
CAI
4
Capital Advisors Inc
Oklahoma
$97.9M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$11.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$28.4M
2
GGI
2
Godsey & Gibb Inc
Virginia
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.85M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$1.88M
5
Truist Financial
5
Truist Financial
North Carolina
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$5.77M 217,859 +8,155 +4%
Ameriprise
27
Ameriprise
Minnesota
$5.42M 204,374 +4,083 +2%
PWS
28
Peloton Wealth Strategists
Indiana
$5.39M 203,200 +18,000 +10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$5.3M 199,797 +33,221 +20%
AIA
30
Arcadia Investment Advisors
Idaho
$4.88M 184,297 +141,727 +333%
RJA
31
Raymond James & Associates
Florida
$4.15M 156,740 +2,818 +2%
KF
32
Krilogy Financial
Missouri
$4.02M 151,681 +3,438 +2%
Stifel Financial
33
Stifel Financial
Missouri
$3.66M 138,158 +1,048 +0.8%
FBB
34
Fulton Breakefield Broenniman
Maryland
$3.56M 134,145 +25,290 +23%
PWM
35
Praetorian Wealth Management
California
$3.52M 132,673 +6,472 +5%
FCA
36
FinTrust Capital Advisors
South Carolina
$3.39M 127,940 +27,039 +27%
SWMG
37
Signature Wealth Management Group
Georgia
$3.31M 124,847 +634 +0.5%
UCFA
38
United Capital Financial Advisors
Texas
$3.3M 124,620 +2,619 +2%
4FG
39
4Thought Financial Group
New York
$3.28M 123,623 +12,020 +11%
IF
40
IRON Financial
Illinois
$3.22M 121,533 +23,262 +24%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$3.21M 121,118 +31,371 +35%
KNW
42
Kesler Norman & Wride
Utah
$2.22M 83,650 +5,227 +7%
LWANC
43
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.18M 82,120 +21,875 +36%
NC
44
NovaPoint Capital
Georgia
$2.1M 79,103 +13,419 +20%
AC
45
Avestar Capital
New York
$2.03M 76,724 +16,857 +28%
WI
46
WrapManager Inc
California
$1.98M 74,721 -1,718 -2%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M 74,180 -6,291 -8%
ACS
48
Archford Capital Strategies
Illinois
$1.94M 73,356 +5,198 +8%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
– – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.84M 69,335 +288 +0.4%
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