iShares iBonds Dec 2026 Term Corporate ETF
IBDR
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.
288% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 52
173% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 22
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
23% more capital invested
Capital invested by funds: $2.11B → $2.6B (+$494M)
9% more funds holding
Funds holding: 335 → 366 (+31)
2.2% more ownership
Funds ownership: 67.49% → 69.69% (+2.2%)
Top Buyers
| 1 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$19.8M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$16.2M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$15.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 5 |
Morgan Stanley
New York
|
+$9.2M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.4M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
-$22.6M |
| 3 |
KA
Klingman & Associates
New York
|
-$21.5M |
| 4 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$3.95M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.83M |
IBDR Hedge Fund Activity: Q4 2024 in Review
366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2024, worth a combined $2.6B — up 23% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IBDR positions and 22 closed out — a net gain of 38 holders — while 202 added to existing stakes and 52 trimmed.
The largest buyer was Venture Visionary Partners, opening a new position worth an estimated $19.8M. The largest seller was Ameriprise, cutting an estimated $25.4M.
- 366 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2024, up from 335 in Q3 2024.
- Funds reported $2.6B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2024, up 23% quarter-over-quarter.
- 60 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2024 and 22 closed out, a net change of +38 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2024 was Venture Visionary Partners, an estimated $19.8M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2024 was Ameriprise, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2024.