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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$3.54M +$2.11M +87,495 +147%
PA
127
Probity Advisors
Texas
$3.54M +$222K +9,237 +7%
GDP
128
Great Diamond Partners
Maine
$3.41M +$3.41M +141,783 New
SWA
129
Sightline Wealth Advisors
Connecticut
$3.41M -$122K -5,076 -3%
LWL
130
Leo Wealth LLC
Texas
$3.39M -$765K -31,789 -18%
IF
131
Ironwood Financial
Arizona
$3.35M +$379K +15,766 +13%
MSRI
132
Michael S. Ryan Inc
New York
$3.35M +$78.4K +3,256 +2%
ST
133
Sabal Trust
Florida
$3.34M +$708K +29,409 +27%
WI
134
WrapManager Inc
California
$3.29M +$119K +4,931 +4%
HH
135
Hilltop Holdings
Texas
$3.07M +$909K +37,776 +42%
EPW
136
Evergreen Private Wealth
Colorado
$3.04M +$61.4K +2,552 +2%
CCWA
137
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.02M +$390K +16,220 +15%
PWP
138
Precedent Wealth Partners
Texas
$2.99M -$330K -13,707 -10%
QFA
139
Quantum Financial Advisors
California
$2.97M +$136K +5,631 +5%
VA
140
Valmark Advisers
Ohio
$2.9M -$1.77M – –
RRA
141
Round Rock Advisors
Connecticut
$2.89M -$228K -9,464 -7%
CWM
142
Centricity Wealth Management
Ohio
$2.87M +$2.87M +119,125 New
SP
143
Stonebrook Private
Michigan
$2.78M +$249K +10,345 +10%
ABC
144
Associated Banc-Corp
Wisconsin
$2.74M +$8.91K +370 +0.3%
SMC
145
Smith, Moore & Co
Missouri
$2.68M +$425K +17,663 +19%
PAG
146
Private Advisor Group
New Jersey
$2.66M -$307K -12,758 -10%
MSWM
147
McGlone Suttner Wealth Management
Wisconsin
$2.64M +$858K +35,665 +48%
MA
148
MONECO Advisors
Connecticut
$2.64M +$357K +14,848 +16%
BSG
149
Black Swift Group
Colorado
$2.5M +$1.31M +54,465 +110%
LF
150
LifePlan Financial
Minnesota
$2.5M +$40.3K +1,673 +2%
4 5
6
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