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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

325 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 176 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+10
Holders Change %
+3.17%
% of All Funds
4.73%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
34
Increased
176
Reduced
67
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$70.5M
2
KA
Klingman & Associates
New York
$21.8M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$11M
4
HPC
HM Payson & Co
Maine
$33.3M
5
Stifel Financial
Stifel Financial
Missouri
$33.6M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$23.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
$17.4M
3
VVP
Venture Visionary Partners
Ohio
$17.5M
4
Lido Advisors
Lido Advisors
California
$22.3M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sightline Wealth Advisors
Connecticut
$2.43M +$521K +21,876 +27%
LF
127
LifePlan Financial
Minnesota
$2.39M +$43.6K +1,832 +2%
CCM
128
Coldstream Capital Management
Washington
$2.36M +$370K +15,535 +19%
MW
129
Members Wealth
Pennsylvania
$2.29M +$2.29M +94,566 New
SFS
130
Sowell Financial Services
Arkansas
$2.27M +$106K +4,440 +5%
FFG
131
Foundry Financial Group
New Hampshire
$2.26M +$138K +5,779 +6%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$2.24M +$1.07M +45,066 +92%
MA
133
MONECO Advisors
Connecticut
$2.19M +$53.1K +2,230 +2%
FMWA
134
Forvis Mazars Wealth Advisors
Missouri
$2.16M +$2.16M +90,841 New
IF
135
Ironwood Financial
Arizona
$2.16M +$426K +17,890 +25%
WCP
136
Wick Capital Partners
Pennsylvania
$2.16M +$176K +7,380 +9%
SMC
137
Smith, Moore & Co
Missouri
$2.12M +$163K +6,841 +8%
PFM
138
Phillips Financial Management
Indiana
$2.09M +$479K +20,109 +30%
HH
139
Hilltop Holdings
Texas
$2.06M +$202K +8,468 +11%
EWS
140
Evergreen Wealth Solutions
Pennsylvania
$2.03M +$388K +16,291 +24%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2.01M -$413K -17,345 -17%
SWM
142
Scissortail Wealth Management
Oklahoma
$2.01M -$18.2K -765 -0.9%
VWM
143
Valley Wealth Managers
New Jersey
$1.95M +$40.3K +1,692 +2%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$1.9M +$746K +31,332 +65%
MML Investors Services
145
MML Investors Services
Massachusetts
$1.84M -$50.5K -2,122 -3%
CIA
146
Covington Investment Advisors
Pennsylvania
$1.8M +$71.5K +3,000 +4%
SP
147
Stonebrook Private
Michigan
$1.8M +$400K +16,789 +29%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$1.78M +$28.9K +1,215 +2%
PSIWM
149
Paradigm Strategies in Wealth Management
Minnesota
$1.78M -$2.45K -103 -0.1%
IWC
150
Integrated Wealth Concepts
Massachusetts
$1.78M -$244K -10,257 -12%
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