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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

335 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 184 increasing their positions, 62 reducing their positions, and 20 closing their positions.

Holders
335
Holders Change
+10
Holders Change %
+3.08%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
33
Increased
184
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Bulltick Wealth Management
Florida
$21M
2
BEI
2
Benjamin Edwards Inc
Missouri
$11.4M
3
HCM
3
Howland Capital Management
Massachusetts
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$190M
5
Morgan Stanley
5
Morgan Stanley
New York
$87.2M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$2.11M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$25.1M
4
Lido Advisors
4
Lido Advisors
California
$34.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$20.5M -$37.2M -1,532,590 -65%
VVP
27
Venture Visionary Partners
Ohio
$18.4M -$17.5M – –
SWP
28
Stratos Wealth Partners
Ohio
$18.4M -$17.5M – –
CIA
29
Capital Investment Advisors
Georgia
$17.9M +$823K +33,853 +5%
Corient Private Wealth
30
Corient Private Wealth
Florida
$17.7M -$17.4M – –
NA
31
NewEdge Advisors
Louisiana
$17.3M -$2.27M -93,437 -12%
KTM
32
Keeler Thomas Management
Utah
$16.9M +$124K +5,105 +0.7%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$16.8M +$2.28M +93,661 +16%
CIM
34
Confluence Investment Management
Missouri
$16.1M -$6.04M -248,403 -27%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$16M -$2.05M -84,508 -11%
US Bancorp
36
US Bancorp
Minnesota
$15.7M -$286K -11,785 -2%
SAM
37
Summit Asset Management
Tennessee
$15.5M +$543K +22,334 +4%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$1.54M +63,406 +12%
BMM
39
Buffington Mohr McNeal
Idaho
$14.2M +$444K +18,279 +3%
MCM
40
MV Capital Management
Maryland
$14.2M +$249K +10,229 +2%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$13.9M +$2.74M +112,779 +24%
AF
42
Arrow Financial
New York
$13.7M +$225K +9,274 +2%
RJA
43
Raymond James & Associates
Florida
$13.6M -$1.72M -70,638 -11%
GT
44
Glenview Trust
Kentucky
$13.6M +$751K +30,900 +6%
Creative Planning
45
Creative Planning
Kansas
$13.4M +$1.44M +59,110 +12%
JAG
46
Journey Advisory Group
Kentucky
$13.3M – – –
SCA
47
Snowden Capital Advisors
New York
$13M -$12.4M – –
WWM
48
WJ Wealth Management
Arizona
$12.6M +$2.07M +85,132 +20%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$12.3M -$11.8M – –
Stifel Financial
50
Stifel Financial
Missouri
$12.2M -$22M -906,054 -64%
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