IBDR icon

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 Market Value Shares Shares
Change 		Shares
Change %
FWMM
101
Foundation Wealth Management (Missouri)
Missouri
$3.76M 154,729 -170 -0.1%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$3.74M 153,926 +49,202 +47%
SWA
103
Sightline Wealth Advisors
Connecticut
$3.56M 146,639 +44,745 +44%
CA
104
CGN Advisors
Kansas
$3.56M 146,613 +7,517 +5%
Kovitz Investment Group Partners
105
Kovitz Investment Group Partners
Illinois
$3.47M 156,621 +145,879 +1,358%
SFS
106
Sowell Financial Services
Arkansas
$3.4M 140,086 +44,634 +47%
ADL
107
Asset Dedication LLC
California
$3.37M 138,862 -46,653 -25%
PWP
108
Precedent Wealth Partners
Texas
$3.35M 138,006 +19,645 +17%
PA
109
Probity Advisors
Texas
$3.35M 137,809 +8,974 +7%
SFB
110
STAR Financial Bank
Indiana
$3.35M 137,778 +31,953 +30%
KF
111
Krilogy Financial
Missouri
$3.33M 137,076 -26,758 -16%
SCG
112
Sonata Capital Group
Washington
$3.31M 136,037 +136,037 New
MSRI
113
Michael S. Ryan Inc
New York
$3.3M 135,843 +1,800 +1%
VWMG
114
Virginia Wealth Management Group
Virginia
$3.28M 135,120 +135,120 New
WI
115
WrapManager Inc
California
$3.2M 131,580 +5,734 +5%
AI
116
Atria Investments
North Carolina
$3.15M 129,716 -8,215 -6%
RRA
117
Round Rock Advisors
Connecticut
$3.14M 129,388 -8,270 -6%
FCM
118
Fortis Capital Management
Washington
$3.13M 128,618 +6,680 +5%
EWA
119
EP Wealth Advisors
California
$3.05M 125,468 -89 -0.1%
EPW
120
Evergreen Private Wealth
Colorado
$3.01M 123,803 +1,249 +1%
IF
121
Ironwood Financial
Arizona
$3M 123,590 +32,940 +36%
PAG
122
Private Advisor Group
New Jersey
$2.99M 123,201 +5,776 +5%
RCA
123
Resonant Capital Advisors
Wisconsin
$2.96M 121,804 +94,240 +342%
QFA
124
Quantum Financial Advisors
California
$2.87M 117,913 +11,321 +11%
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$2.77M 114,128 +6,597 +6%
3 4
5
6 7