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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.

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
GBWM
4
Granite Bay Wealth Management
New Hampshire
$274K
5
NA
5
NewEdge Advisors
Louisiana
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$18.5M 774,965 -847,222 -52%
Corient Private Wealth
27
Corient Private Wealth
Florida
– – – –
RW
28
RVW Wealth
California
$17.6M 736,759 -14,049 -2%
US Bancorp
29
US Bancorp
Minnesota
$17M 714,852 -45,091 -6%
VVP
30
Venture Visionary Partners
Ohio
$16.4M 689,184 +151,271 +28%
KTM
31
Keeler Thomas Management
Utah
$16.3M 682,894 +54,511 +9%
CIA
32
Capital Investment Advisors
Georgia
$15.9M 665,451 +60,420 +10%
Lido Advisors
33
Lido Advisors
California
– – – –
RJA
34
Raymond James & Associates
Florida
$15.3M 639,548 +47,483 +8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$14.8M 621,037 +83,207 +15%
SAM
36
Summit Asset Management
Tennessee
$14.4M 603,385 +26,261 +5%
JAG
37
Journey Advisory Group
Kentucky
$13.7M 574,183 +574,183 New
MCM
38
MV Capital Management
Maryland
$13.6M 569,770 -21,485 -4%
BMM
39
Buffington Mohr McNeal
Idaho
$13.6M 569,706 +25,950 +5%
AF
40
Arrow Financial
New York
$12.8M 538,657 +15,744 +3%
HCM
41
Howland Capital Management
Massachusetts
$12.6M 528,611 +111,374 +27%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$12M 501,161 +90,475 +22%
BWFA
43
Baltimore-Washington Financial Advisors
Maryland
– – – –
SCA
44
Snowden Capital Advisors
New York
– – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$10.8M 453,466 +196,553 +77%
GT
46
Glenview Trust
Kentucky
$10.6M 443,227 +107,604 +32%
SWP
47
Stratos Wealth Partners
Ohio
– – – –
Creative Planning
48
Creative Planning
Kansas
$10.3M 430,090 +133,365 +45%
WWM
49
WJ Wealth Management
Arizona
$9.93M 416,352 +88,446 +27%
GA
50
Gateway Advisory
New Jersey
$9.64M 404,036 +20,853 +5%
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