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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 Holding Trade Value Shares
Change 		Shares
Change %
WC
76
Wolfstich Capital
Massachusetts
$7.22M +$7.22M +299,957 New
AWS
77
Atria Wealth Solutions
New York
$7.13M -$241K -10,015 -3%
LIM
78
Leavell Investment Management
Alabama
$6.97M +$3.09M +128,341 +80%
MA
79
MCF Advisors
Kentucky
$6.95M +$178K +7,408 +3%
PWS
80
Peloton Wealth Strategists
Indiana
$6.74M +$349K +14,500 +5%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$6.69M +$6.69M +278,132 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$6.33M +$147K +6,099 +2%
MIM
83
Moseley Investment Management
Florida
$6.14M +$371K +15,404 +6%
FBB
84
Fulton Breakefield Broenniman
Maryland
$6.13M -$225K -9,337 -4%
SWA
85
Sax Wealth Advisors
New Jersey
$5.9M +$798K +33,173 +16%
PA
86
Parallel Advisors
California
$5.88M +$1.15M +47,881 +24%
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.83M +$619K +25,707 +12%
FNT
88
First National Trust
Pennsylvania
$5.77M +$1.01M +41,824 +21%
SSB
89
Sandy Spring Bank
Maryland
$5.71M -$360K -14,961 -6%
SWMG
90
Signature Wealth Management Group
Georgia
$5.48M -$39.3K -1,634 -0.7%
HFRG
91
Houlihan Financial Resource Group
Virginia
$5.43M +$299K +12,405 +6%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$5.38M +$243K +10,106 +5%
AI
93
Atria Investments
North Carolina
$5.34M +$2.22M +92,054 +71%
PWM
94
Praetorian Wealth Management
California
$5.2M +$165K +6,837 +3%
Mariner
95
Mariner
Kansas
$5.02M +$658K +27,334 +15%
IP
96
Integras Partners
Georgia
$4.95M – – –
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$4.94M +$1.24M +51,450 +33%
UCFA
98
United Capital Financial Advisors
Texas
$4.76M +$448K +18,618 +10%
WCP
99
Wick Capital Partners
Pennsylvania
$4.71M +$2.32M +96,533 +97%
MAS
100
Madden Advisory Services
Florida
$4.71M +$929K +38,608 +25%
2 3
4
5 6