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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 %
PA
101
Parallel Advisors
California
$3.13M 131,092 +51,349 +64%
CA
102
CGN Advisors
Kansas
$3.08M 129,311 -28,400 -18%
LIM
103
Leavell Investment Management
Alabama
$3.08M 129,007 +9,838 +8%
VWMG
104
Virginia Wealth Management Group
Virginia
$3.03M 127,120 -3,785 -3%
EWA
105
EP Wealth Advisors
California
$3.02M 126,752 +5,503 +5%
PA
106
Probity Advisors
Texas
$2.98M 125,070 +53,044 +74%
EPW
107
Evergreen Private Wealth
Colorado
$2.95M 123,771 +16,441 +15%
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.92M 122,606 +10,306 +9%
SCG
109
Sonata Capital Group
Washington
$2.91M 122,200 +22,990 +23%
WI
110
WrapManager Inc
California
$2.76M 115,715 +2,807 +2%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$2.75M 115,452 -22,606 -16%
ABC
112
Associated Banc-Corp
Wisconsin
$2.65M 111,044 +8,166 +8%
BEI
113
Benjamin Edwards Inc
Missouri
$2.46M 103,208 +800 +0.8%
PWP
114
Precedent Wealth Partners
Texas
$2.45M 102,661 +16,909 +20%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$2.43M 101,931 +73,655 +260%
PAG
116
Private Advisor Group
New Jersey
$2.35M 98,328 +42,564 +76%
LF
117
LifePlan Financial
Minnesota
$2.34M 98,298 +3,438 +4%
MAS
118
Madden Advisory Services
Florida
$2.34M 97,907 +22,597 +30%
QFA
119
Quantum Financial Advisors
California
$2.3M 96,571 +96,571 New
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$2.27M 95,250 +1,950 +2%
SFS
121
Sowell Financial Services
Arkansas
$2.17M 91,012 +2,583 +3%
MA
122
MONECO Advisors
Connecticut
$2.14M 89,797 +22,618 +34%
FFG
123
Foundry Financial Group
New Hampshire
$2.12M 89,062 +11,315 +15%
FCM
124
Fortis Capital Management
Washington
$2.1M 88,094 -245 -0.3%
FMWA
125
Forvis Mazars Wealth Advisors
Missouri
– – – –
3 4
5
6 7