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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

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.

Holders
325
Holders Change
+10
Holders Change %
+3.17%
% of All Funds
4.73%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
34
Increased
176
Reduced
67
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.5M
2
KA
2
Klingman & Associates
New York
$21.8M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11M
4
HPC
4
HM Payson & Co
Maine
$33.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$33.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$17.4M
3
VVP
3
Venture Visionary Partners
Ohio
$17.5M
4
Lido Advisors
4
Lido Advisors
California
$22.3M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$21.7M 909,541 +64,050 +8%
NA
27
NewEdge Advisors
Louisiana
$19.1M 803,712 +28,747 +4%
RW
28
RVW Wealth
California
$19M 797,654 +60,895 +8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$17.7M 744,311 +123,274 +20%
VVP
30
Venture Visionary Partners
Ohio
– – -689,184 Closed
HCM
31
Howland Capital Management
Massachusetts
$17.5M 734,756 +206,145 +39%
SWP
32
Stratos Wealth Partners
Ohio
– – – –
Corient Private Wealth
33
Corient Private Wealth
Florida
– – – –
CIA
34
Capital Investment Advisors
Georgia
$16.8M 703,307 +37,856 +6%
KTM
35
Keeler Thomas Management
Utah
$16.5M 690,329 +7,435 +1%
US Bancorp
36
US Bancorp
Minnesota
$15.7M 657,872 -56,980 -8%
RJA
37
Raymond James & Associates
Florida
$15.1M 632,250 -7,298 -1%
SAM
38
Summit Asset Management
Tennessee
$14.7M 615,935 +12,550 +2%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$14.3M 598,359 +144,893 +32%
MCM
40
MV Capital Management
Maryland
$13.7M 573,488 +3,718 +0.7%
BMM
41
Buffington Mohr McNeal
Idaho
$13.5M 566,304 -3,402 -0.6%
JAG
42
Journey Advisory Group
Kentucky
$13.3M 560,209 -13,974 -2%
AF
43
Arrow Financial
New York
$13.2M 553,859 +15,202 +3%
GT
44
Glenview Trust
Kentucky
$12.6M 530,439 +87,212 +20%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$12.5M 524,575 +23,414 +5%
SCA
46
Snowden Capital Advisors
New York
– – – –
BWFA
47
Baltimore-Washington Financial Advisors
Maryland
– – – –
Creative Planning
48
Creative Planning
Kansas
$11.7M 491,652 +61,562 +14%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$11M 460,564 +445,587 +2,975%
KAS
50
Kestra Advisory Services
Texas
$11M 460,152 +63,219 +16%
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