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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 Market Value Shares Shares
Change 		Shares
Change %
BAM
101
Beaumont Asset Management
Texas
$4.67M 193,832 +31,528 +19%
WCG
102
Weaver Consulting Group
California
$4.43M 184,015 +165,843 +913%
CBT
103
Crews Bank & Trust
Florida
$4.4M 182,645 +182,645 New
SFS
104
Sowell Financial Services
Arkansas
$4.38M 181,921 +41,835 +30%
IF
105
IRON Financial
Illinois
$4.35M 180,808 -1,541 -0.8%
GPA
106
Guidance Point Advisors
Massachusetts
– – – –
RCA
107
Resonant Capital Advisors
Wisconsin
$4.27M 177,297 +55,493 +46%
DSA
108
Droms Strauss Advisors
Missouri
$4.25M 176,516 +7,983 +5%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$4.17M 173,237 +17,877 +12%
SIA
110
Summit Investment Advisors
Maryland
$4.04M 167,693 +167,693 New
SF
111
Safeguard Financial
Wisconsin
$3.99M 165,807 +62,915 +61%
GI
112
GAMMA Investing
California
$3.98M 165,200 +59,540 +56%
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$3.92M 162,841 +68,202 +72%
4FG
114
4Thought Financial Group
New York
$3.9M 162,147 +5,999 +4%
CA
115
CGN Advisors
Kansas
$3.9M 162,001 +15,388 +10%
IAN
116
Integrated Advisors Network
Texas
$3.75M 155,975 +120,299 +337%
FWMM
117
Foundation Wealth Management (Missouri)
Missouri
$3.74M 155,386 +657 +0.4%
VWMG
118
Virginia Wealth Management Group
Virginia
$3.72M 154,505 +19,385 +14%
EWM
119
Executive Wealth Management
Michigan
$3.7M 153,756 +41,154 +37%
Kovitz Investment Group Partners
120
Kovitz Investment Group Partners
Illinois
$3.7M 153,728 -2,893 -2%
CP
121
Cornerstone Planning
North Carolina
$3.67M 152,663 +152,663 New
SFB
122
STAR Financial Bank
Indiana
$3.65M 151,689 +13,911 +10%
SCG
123
Sonata Capital Group
Washington
$3.65M 151,441 +15,404 +11%
KF
124
Krilogy Financial
Missouri
$3.61M 150,033 +12,957 +9%
EWA
125
EP Wealth Advisors
California
$3.58M 148,799 +23,331 +19%
3 4
5
6 7