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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 %
CTC
51
Central Trust Company
Missouri
$9.47M 397,030 +12,312 +3%
KAS
52
Kestra Advisory Services
Texas
$9.47M 396,933 +85,678 +28%
BPA
53
Beacon Pointe Advisors
California
$9.24M 387,468 +28,945 +8%
GRP
54
Global Retirement Partners
California
$9.23M 387,194 +58,363 +18%
WCM
55
Windsor Capital Management
Arizona
$8.58M 359,636 +4,722 +1%
CFS
56
Commonwealth Financial Services
West Virginia
$7.91M 330,873 -886 -0.3%
HA
57
Hamel Associates
New Jersey
$7.52M 315,364 +11,259 +4%
PPWM
58
PFG Private Wealth Management
Florida
$7.44M 311,839 -18,895 -6%
PRWA
59
Platte River Wealth Advisors
Colorado
$7.11M 297,993 -1,164 -0.4%
AIA
60
Arcadia Investment Advisors
Idaho
$6.91M 289,665 +8,056 +3%
LWM
61
Lyell Wealth Management
California
$6.83M 286,398 +34,125 +14%
AWS
62
Atria Wealth Solutions
New York
$6.81M 285,517 +325 +0.1%
SG
63
Strid Group
Pennsylvania
$6.72M 281,779 +145,421 +107%
IA
64
IFP Advisors
Florida
$6.51M 273,146 +11,109 +4%
MA
65
MCF Advisors
Kentucky
$6.49M 272,144 +28,650 +12%
FBB
66
Fulton Breakefield Broenniman
Maryland
$6.33M 265,265 +4,140 +2%
PWS
67
Peloton Wealth Strategists
Indiana
$6.32M 265,035 +13,230 +5%
Osaic Holdings
68
Osaic Holdings
Arizona
$5.5M 230,566 -109,812 -32%
SSB
69
Sandy Spring Bank
Maryland
$5.49M 230,349 +2,659 +1%
FCA
70
FinTrust Capital Advisors
South Carolina
$5.44M 228,281 -2,138 -0.9%
Mariner
71
Mariner
Kansas
$5.36M 224,709 +50,910 +29%
SWMG
72
Signature Wealth Management Group
Georgia
$5.3M 224,158 -47 -0%
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.16M 216,290 +44,070 +26%
AF
74
Allworth Financial
California
$5.15M 216,019 -50,620 -19%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$5.07M 212,496 +991 +0.5%
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