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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

325 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 176 increasing their positions, 67 reducing their positions, and 20 closing their positions.

Holders
325
Holders Change
+10
Holders Change %
+3.17%
% of All Funds
4.73%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
34
Increased
176
Reduced
67
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.5M
2
KA
2
Klingman & Associates
New York
$21.8M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11M
4
HPC
4
HM Payson & Co
Maine
$33.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$33.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$17.4M
3
VVP
3
Venture Visionary Partners
Ohio
$17.5M
4
Lido Advisors
4
Lido Advisors
California
$22.3M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
76
Sandy Spring Bank
Maryland
$5.34M 224,386 -5,963 -3%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.18M 217,644 +1,354 +0.6%
ST
78
Spinnaker Trust
Maine
$5.17M 217,069 +17,472 +9%
Mariner
79
Mariner
Kansas
$5.07M 212,649 -12,060 -5%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$4.99M 209,594 -2,902 -1%
PWM
81
Praetorian Wealth Management
California
$4.88M 204,940 +7,274 +4%
HFRG
82
Houlihan Financial Resource Group
Virginia
$4.68M 196,258 +6,153 +3%
SWA
83
Sax Wealth Advisors
New Jersey
$4.5M 188,871 +26,676 +16%
Renaissance Technologies
84
Renaissance Technologies
New York
$4.45M 186,677 +46,474 +33%
ADL
85
Asset Dedication LLC
California
$4.42M 185,515 -252 -0.1%
GPA
86
Guidance Point Advisors
Massachusetts
– – – –
IF
87
IRON Financial
Illinois
$4.33M 181,816 -502 -0.3%
LWL
88
Leo Wealth LLC
Texas
$4.31M 180,737 +18,572 +11%
OAJ
89
Ogorek Anthony Joseph
New York
$4.25M 178,474 +907 +0.5%
KNW
90
Kesler Norman & Wride
Utah
$4.1M 172,099 +8,615 +5%
MFIM
91
Mesirow Financial Investment Management
Illinois
$4.06M 170,621 +20,043 +13%
DSA
92
Droms Strauss Advisors
Missouri
$3.92M 164,583 +6,786 +4%
KF
93
Krilogy Financial
Missouri
$3.9M 163,834 +1,969 +1%
UCFA
94
United Capital Financial Advisors
Texas
$3.84M 161,284 -3,822 -2%
FWMM
95
Foundation Wealth Management (Missouri)
Missouri
$3.69M 154,899 +1,538 +1%
4FG
96
4Thought Financial Group
New York
$3.67M 153,900 +10,111 +7%
CA
97
CGN Advisors
Kansas
$3.31M 139,096 +9,785 +8%
AI
98
Atria Investments
North Carolina
$3.29M 137,931 -5,643 -4%
RRA
99
Round Rock Advisors
Connecticut
$3.28M 137,658 -33,969 -20%
MSRI
100
Michael S. Ryan Inc
New York
$3.19M 134,043 +2,011 +2%
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4
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