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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.

New
Increased
Maintained
Reduced
Closed
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
KA
4
Klingman & Associates
New York
$23.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Cetera Advisors
Colorado
$2.06M +$1.08M +45,376 +111%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$2.04M +$273K +11,463 +15%
SWM
128
Scissortail Wealth Management
Oklahoma
$2.03M +$90.2K +3,780 +5%
IWC
129
Integrated Wealth Concepts
Massachusetts
$2.03M -$211K -8,829 -9%
CCM
130
Coldstream Capital Management
Washington
$1.99M +$526K +22,043 +36%
WCP
131
Wick Capital Partners
Pennsylvania
$1.98M +$652K +27,331 +49%
SMC
132
Smith, Moore & Co
Missouri
$1.96M +$1.12M +47,022 +134%
SWA
133
Sightline Wealth Advisors
Connecticut
$1.91M +$30.2K +1,265 +2%
VWM
134
Valley Wealth Managers
New Jersey
$1.91M -$11.5K -484 -0.6%
MML Investors Services
135
MML Investors Services
Massachusetts
$1.9M +$184K +7,707 +11%
MIM
136
Moseley Investment Management
Florida
$1.89M +$717K +30,060 +61%
FNT
137
First National Trust
Pennsylvania
$1.87M +$338K +14,156 +22%
HH
138
Hilltop Holdings
Texas
$1.86M +$142K +5,973 +8%
MSWM
139
McGlone Suttner Wealth Management
Wisconsin
$1.83M +$500K +20,968 +38%
FFIC
140
First Fiduciary Investment Counsel
Ohio
$1.78M +$102K +4,295 +6%
PSIWM
141
Paradigm Strategies in Wealth Management
Minnesota
$1.78M +$55.5K +2,328 +3%
Neuberger Berman Group
142
Neuberger Berman Group
New York
$1.76M +$618K +25,925 +54%
IF
143
Ironwood Financial
Arizona
$1.74M +$85.9K +3,600 +5%
CIA
144
Covington Investment Advisors
Pennsylvania
$1.73M +$584K +24,485 +51%
GMFG
145
Greater Midwest Financial Group
Minnesota
$1.65M -$27.7K -1,162 -2%
EWS
146
Evergreen Wealth Solutions
Pennsylvania
$1.65M +$109K +4,584 +7%
CPIA
147
Cornell Pochily Investment Advisors
New York
$1.62M -$9.11K -382 -0.6%
PFM
148
Phillips Financial Management
Indiana
$1.61M +$408K +17,107 +34%
CSPAM
149
Cary Street Partners Asset Management
Virginia
$1.57M -$242K -10,130 -13%
PCIA
150
Prime Capital Investment Advisors
Kansas
$1.57M +$124K +5,206 +9%
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6
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