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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.

New
Increased
Maintained
Reduced
Closed
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
Bulltick Wealth Management
Florida
$21M
2
BEI
Benjamin Edwards Inc
Missouri
$11.4M
3
HCM
Howland Capital Management
Massachusetts
$25.6M
4
Bank of America
Bank of America
North Carolina
$190M
5
Morgan Stanley
Morgan Stanley
New York
$87.2M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$2.11M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$25.1M
4
Lido Advisors
Lido Advisors
California
$34.2M
5
Stifel Financial
Stifel Financial
Missouri
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
126
Associated Banc-Corp
Wisconsin
$2.76M -$22.9K -943 -0.8%
EWM
127
Executive Wealth Management
Michigan
$2.74M +$2.04M +84,101 +295%
ST
128
Sabal Trust
Florida
$2.66M +$1.02M +41,941 +62%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M -$265K -10,920 -9%
GI
130
GAMMA Investing
California
$2.57M +$1.67M +68,713 +186%
SP
131
Stonebrook Private
Michigan
$2.56M +$721K +29,683 +39%
SF
132
Safeguard Financial
Wisconsin
$2.5M +$969K +39,881 +63%
LF
133
LifePlan Financial
Minnesota
$2.48M +$49.6K +2,040 +2%
CCM
134
Coldstream Capital Management
Washington
$2.45M +$39.8K +1,636 +2%
WCP
135
Wick Capital Partners
Pennsylvania
$2.41M +$215K +8,839 +10%
FMWA
136
Forvis Mazars Wealth Advisors
Missouri
$2.37M -$2.16M -90,841 Closed
FFG
137
Foundry Financial Group
New Hampshire
$2.33M +$26.6K +1,093 +1%
MA
138
MONECO Advisors
Connecticut
$2.31M +$69.5K +2,859 +3%
NEPWA
139
New England Private Wealth Advisors
Massachusetts
$2.3M +$15.6K +640 +0.7%
SMC
140
Smith, Moore & Co
Missouri
$2.28M +$119K +4,879 +5%
EWS
141
Evergreen Wealth Solutions
Pennsylvania
$2.27M +$193K +7,945 +9%
PFM
142
Phillips Financial Management
Indiana
$2.18M +$55.5K +2,285 +3%
HH
143
Hilltop Holdings
Texas
$2.18M +$84.3K +3,471 +4%
IWC
144
Integrated Wealth Concepts
Massachusetts
$2.13M +$319K +13,117 +18%
SWM
145
Scissortail Wealth Management
Oklahoma
$2.11M -$2B -84,312 -100%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$2.1M +$162K +6,672 +8%
JWCA
147
J.W. Cole Advisors
Florida
$1.99M +$1.99M +81,868 New
MML Investors Services
148
MML Investors Services
Massachusetts
$1.99M +$108K +4,436 +6%
VWM
149
Valley Wealth Managers
New Jersey
$1.99M +$705 +29 +0%
CIA
150
Covington Investment Advisors
Pennsylvania
$1.98M +$140K +5,775 +8%
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