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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

366 hedge funds and large institutions have $2.6B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 52

173% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 22

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

23% more capital invested

Capital invested by funds: $2.11B → $2.6B (+$494M)

9% more funds holding

Funds holding: 335 → 366 (+31)

2.2% more ownership

Funds ownership: 67.49% → 69.69% (+2.2%)

Holders
366
Holders Change
+31
Holders Change %
+9.25%
% of All Funds
4.82%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
60
Increased
202
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
Venture Visionary Partners
Ohio
+$19.8M
2
HPC
HM Payson & Co
Maine
+$16.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$15.9M
4
Bank of America
Bank of America
North Carolina
+$13.6M
5
Morgan Stanley
Morgan Stanley
New York
+$9.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.4M
2
SL
Summitry LLC
California
-$22.6M
3
KA
Klingman & Associates
New York
-$21.5M
4
KNW
Kesler Norman & Wride
Utah
-$3.95M
5
Wells Fargo
Wells Fargo
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$21.3M +$4.69M +194,406 +28%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$21M +$721K +29,911 +4%
BWM
28
Bulltick Wealth Management
Florida
$20.8M – – –
KA
29
Klingman & Associates
New York
$20.7M -$21.5M -890,755 Closed
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$20.1M +$4.18M +173,211 +26%
VVP
31
Venture Visionary Partners
Ohio
$19.7M +$19.8M +819,926 New
CIA
32
Capital Investment Advisors
Georgia
$18.4M +$639K +26,502 +4%
NA
33
NewEdge Advisors
Louisiana
$17.1M -$3.69K -153 -0%
US Bancorp
34
US Bancorp
Minnesota
$16.6M +$1.02M +42,404 +7%
CIM
35
Confluence Investment Management
Missouri
$16.2M +$258K +10,684 +2%
SAM
36
Summit Asset Management
Tennessee
$16M +$635K +26,324 +4%
KTM
37
Keeler Thomas Management
Utah
$15.9M -$835K -34,622 -5%
Corient Private Wealth
38
Corient Private Wealth
Florida
$15.9M +$15.9M +660,565 New
GT
39
Glenview Trust
Kentucky
$14.9M +$1.38M +57,417 +10%
MCM
40
MV Capital Management
Maryland
$14.9M +$831K +34,459 +6%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$14.7M +$950K +39,402 +7%
PPWM
42
PFG Private Wealth Management
Florida
$14.6M +$6.98M +289,433 +91%
Creative Planning
43
Creative Planning
Kansas
$14.4M +$1.11M +45,909 +8%
BMM
44
Buffington Mohr McNeal
Idaho
$14.4M +$290K +12,032 +2%
AF
45
Arrow Financial
New York
$14.1M +$529K +21,924 +4%
Renaissance Technologies
46
Renaissance Technologies
New York
$14M +$6.2M +257,100 +80%
JAG
47
Journey Advisory Group
Kentucky
$13.3M – – –
SCA
48
Snowden Capital Advisors
New York
$13.3M – – –
KAS
49
Kestra Advisory Services
Texas
$13.3M +$2.18M +90,470 +20%
Stifel Financial
50
Stifel Financial
Missouri
$13.2M +$1.05M +43,597 +9%
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IBDR Hedge Fund Activity: Q4 2024 in Review

366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2024, worth a combined $2.6B — up 23% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDR positions and 22 closed out — a net gain of 38 holders — while 202 added to existing stakes and 52 trimmed.

The largest buyer was Venture Visionary Partners, opening a new position worth an estimated $19.8M. The largest seller was Ameriprise, cutting an estimated $25.4M.

  • 366 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $2.6B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2024 and 22 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2024 was Venture Visionary Partners, an estimated $19.8M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2024 was Ameriprise, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.