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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 %
ST
76
Spinnaker Trust
Maine
$4.76M 199,597 +57,871 +41%
PWM
77
Praetorian Wealth Management
California
$4.71M 197,666 +6,611 +3%
NG
78
Northstar Group
New York
– – – –
HFRG
79
Houlihan Financial Resource Group
Virginia
$4.53M 190,105 +21,962 +13%
ADL
80
Asset Dedication LLC
California
$4.4M 185,767 +148,908 +404%
IF
81
IRON Financial
Illinois
$4.35M 182,318 -5,150 -3%
OAJ
82
Ogorek Anthony Joseph
New York
$4.23M 177,567 +1,356 +0.8%
APP
83
Avantax Planning Partners
Iowa
$4.18M 175,177 +156,146 +820%
RRA
84
Round Rock Advisors
Connecticut
$4.09M 171,627 +66,795 +64%
UCFA
85
United Capital Financial Advisors
Texas
$3.94M 165,106 +2,179 +1%
KNW
86
Kesler Norman & Wride
Utah
$3.9M 163,484 +39,491 +32%
SWA
87
Sax Wealth Advisors
New Jersey
$3.87M 162,195 +40,306 +33%
LWL
88
Leo Wealth LLC
Texas
$3.87M 162,165 +16,777 +12%
KF
89
Krilogy Financial
Missouri
$3.86M 161,865 +7,787 +5%
ICG
90
InterOcean Capital Group
Tennessee
$3.81M 159,905 +9,981 +7%
DSA
91
Droms Strauss Advisors
Missouri
$3.76M 157,797 +42,428 +37%
GPA
92
Guidance Point Advisors
Massachusetts
– – – –
FWMM
93
Foundation Wealth Management (Missouri)
Missouri
$3.66M 153,361 +153,361 New
MFIM
94
Mesirow Financial Investment Management
Illinois
$3.59M 150,578 +23,306 +18%
4FG
95
4Thought Financial Group
New York
$3.43M 143,789 +22,957 +19%
AI
96
Atria Investments
North Carolina
$3.42M 143,574 +16,511 +13%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$3.38M 142,112 +142,112 New
Renaissance Technologies
98
Renaissance Technologies
New York
$3.34M 140,203 -59,997 -30%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$3.19M 133,914 +85,192 +175%
MSRI
100
Michael S. Ryan Inc
New York
$3.15M 132,032 +1,762 +1%
2 3
4
5 6