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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

335 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 184 increasing their positions, 62 reducing their positions, and 20 closing their positions.

Holders
335
Holders Change
+10
Holders Change %
+3.08%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
33
Increased
184
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Bulltick Wealth Management
Florida
$21M
2
BEI
2
Benjamin Edwards Inc
Missouri
$11.4M
3
HCM
3
Howland Capital Management
Massachusetts
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$190M
5
Morgan Stanley
5
Morgan Stanley
New York
$87.2M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$2.11M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$25.1M
4
Lido Advisors
4
Lido Advisors
California
$34.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
Moseley Investment Management
Florida
$5.83M +$3.03M +124,569 +108%
FCA
77
FinTrust Capital Advisors
South Carolina
$5.73M +$54.3K +2,234 +1%
AF
78
Allworth Financial
California
$5.62M -$55.5K -2,282 -1%
SWMG
79
Signature Wealth Management Group
Georgia
$5.57M +$58.1K +2,392 +1%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.26M -$28.4K -1,169 -0.5%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$5.19M +$97.1K +3,997 +2%
HFRG
82
Houlihan Financial Resource Group
Virginia
$5.18M +$413K +16,978 +9%
SWA
83
Sax Wealth Advisors
New Jersey
$5.15M +$561K +23,102 +12%
PWM
84
Praetorian Wealth Management
California
$5.08M +$103K +4,225 +2%
FNT
85
First National Trust
Pennsylvania
$4.81M +$2.32M +95,321 +93%
PA
86
Parallel Advisors
California
$4.77M +$1.52M +62,607 +47%
PRWA
87
Platte River Wealth Advisors
Colorado
$4.45M -$1.32M -54,285 -23%
IF
88
IRON Financial
Illinois
$4.43M +$13K +533 +0.3%
Mariner
89
Mariner
Kansas
$4.4M -$767K -31,555 -15%
UCFA
90
United Capital Financial Advisors
Texas
$4.35M +$434K +17,864 +11%
GPA
91
Guidance Point Advisors
Massachusetts
$4.27M -$4.37M – –
LWL
92
Leo Wealth LLC
Texas
$4.19M -$202K -8,301 -5%
MFIM
93
Mesirow Financial Investment Management
Illinois
$4.18M +$32K +1,315 +0.8%
DSA
94
Droms Strauss Advisors
Missouri
$4.1M +$96K +3,950 +2%
KNW
95
Kesler Norman & Wride
Utah
$3.95M -$229K -9,429 -5%
BAM
96
Beaumont Asset Management
Texas
$3.94M +$3.94M +162,304 New
LIM
97
Leavell Investment Management
Alabama
$3.92M +$663K +27,268 +20%
MAS
98
Madden Advisory Services
Florida
$3.82M +$1.2M +49,466 +46%
4FG
99
4Thought Financial Group
New York
$3.79M +$54.6K +2,248 +1%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$3.78M +$940K +38,668 +33%
2 3
4
5 6