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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

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.

Holders
366
Holders Change
+31
Holders Change %
+9.25%
% of All Funds
4.87%
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
1
Venture Visionary Partners
Ohio
$19.7M
2
HPC
2
HM Payson & Co
Maine
$53.4M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$15.9M
4
Bank of America
4
Bank of America
North Carolina
$202M
5
Morgan Stanley
5
Morgan Stanley
New York
$95.5M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$46.5M
2
Ameriprise
2
Ameriprise
Minnesota
$103M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$25.8M
4
SL
4
Summitry LLC
California
$0
5
KA
5
Klingman & Associates
New York
$20.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
– – – –
BEI
52
Benjamin Edwards Inc
Missouri
$13.1M 544,666 +75,215 +16%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$13.1M 543,372 -44,609 -8%
CTC
54
Central Trust Company
Missouri
$12.7M 527,888 +66,522 +14%
WWM
55
WJ Wealth Management
Arizona
$12.5M 520,354 +991 +0.2%
NG
56
Novem Group
New York
$12M 499,189 +499,189 New
MFIM
57
Mesirow Financial Investment Management
Illinois
$11.9M 492,853 +320,917 +187%
BPA
58
Beacon Pointe Advisors
California
$10.9M 452,222 +43,762 +11%
SG
59
Strid Group
Pennsylvania
$10.8M 448,258 +77,718 +21%
GRP
60
Global Retirement Partners
California
$10.7M 443,906 +25,300 +6%
SA
61
Sanctuary Advisors
Indiana
$10.2M 420,552 -43,251 -9%
WCM
62
Windsor Capital Management
Arizona
$9.72M 403,917 +4,083 +1%
CFS
63
Commonwealth Financial Services
West Virginia
$9.52M 395,452 +10,428 +3%
NG
64
Northstar Group
New York
– – – –
IA
65
IFP Advisors
Florida
$8.56M 355,759 +38,178 +12%
CL
66
COWA LLC
Oklahoma
– – -48,465 Closed
LWM
67
Lyell Wealth Management
California
$8.21M 341,272 +15,447 +5%
ST
68
Spinnaker Trust
Maine
$8.06M 335,036 +77,117 +30%
I
69
InvesTrust
Oklahoma
$8.04M 334,170 +334,170 New
R
70
Rebalance
California
$7.85M 326,322 +326,322 New
AIA
71
Arcadia Investment Advisors
Idaho
$7.79M 323,475 +25,475 +9%
HA
72
Hamel Associates
New Jersey
$7.76M 322,340 +5,013 +2%
AF
73
Allworth Financial
California
$7.71M 319,737 +88,620 +38%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$7.57M 314,426 +250,607 +393%
Osaic Holdings
75
Osaic Holdings
Arizona
$7.46M 310,069 +10,616 +4%
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