iShares iBonds Dec 2026 Term Corporate ETF
IBDR
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.
279% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 48
124% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 17
6% more funds holding
Funds holding: 298 → 315 (+17)
4% more capital invested
Capital invested by funds: $1.77B → $1.84B (+$66.6M)
11.06% less ownership
Funds ownership: 78.79% → 67.73% (-11%)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.5M |
| 2 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$13.7M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
+$13.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$49.8M |
| 3 |
SRC
Shufro Rose & Co
New York
|
-$41.5M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$21.5M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$20.2M |
IBDR Hedge Fund Activity: Q1 2024 in Review
315 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q1 2024, worth a combined $1.84B — up 3.8% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBDR positions and 17 closed out — a net gain of 21 holders — while 182 added to existing stakes and 48 trimmed.
The largest buyer was Ameriprise, adding an estimated $83.5M. The largest seller was Morgan Stanley, cutting an estimated $67M.
- 315 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q1 2024, up from 298 in Q4 2023.
- Funds reported $1.84B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q1 2024, up 3.8% quarter-over-quarter.
- 38 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q1 2024 and 17 closed out, a net change of +21 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q1 2024 was Ameriprise, an estimated $83.5M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $67M sold.
Based on aggregated 13F filings for Q1 2024.