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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

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

288% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 52

173% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 22

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

23% more capital invested

Capital invested by funds: $2.11B → $2.6B (+$494M)

9% more funds holding

Funds holding: 335 → 366 (+31)

2.2% more ownership

Funds ownership: 67.49% → 69.69% (+2.2%)

Holders
366
Holders Change
+31
Holders Change %
+9.25%
% of All Funds
4.82%
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
Venture Visionary Partners
Ohio
+$19.8M
2
HPC
HM Payson & Co
Maine
+$16.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$15.9M
4
Bank of America
Bank of America
North Carolina
+$13.6M
5
Morgan Stanley
Morgan Stanley
New York
+$9.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.4M
2
SL
Summitry LLC
California
-$22.6M
3
KA
Klingman & Associates
New York
-$21.5M
4
KNW
Kesler Norman & Wride
Utah
-$3.95M
5
Wells Fargo
Wells Fargo
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$3.54M +$2.11M +87,495 +147%
PA
127
Probity Advisors
Texas
$3.54M +$223K +9,237 +7%
GDP
128
Great Diamond Partners
Maine
$3.41M +$3.42M +141,783 New
SWA
129
Sightline Wealth Advisors
Connecticut
$3.41M -$122K -5,076 -3%
LWL
130
Leo Wealth LLC
Texas
$3.39M -$766K -31,789 -18%
IF
131
Ironwood Financial
Arizona
$3.35M +$380K +15,766 +13%
MSRI
132
Michael S. Ryan Inc
New York
$3.35M +$78.5K +3,256 +2%
ST
133
Sabal Trust
Florida
$3.34M +$709K +29,409 +27%
WI
134
WrapManager Inc
California
$3.29M +$119K +4,931 +4%
HH
135
Hilltop Holdings
Texas
$3.07M +$911K +37,776 +42%
EPW
136
Evergreen Private Wealth
Colorado
$3.04M +$61.5K +2,552 +2%
CCWA
137
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.02M +$391K +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 – – –
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 +$8.92K +370 +0.3%
SMC
145
Smith, Moore & Co
Missouri
$2.68M +$426K +17,663 +19%
PAG
146
Private Advisor Group
New Jersey
$2.66M -$308K -12,758 -10%
MSWM
147
McGlone Suttner Wealth Management
Wisconsin
$2.64M +$860K +35,665 +48%
MA
148
MONECO Advisors
Connecticut
$2.64M +$358K +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
7 8

IBDR Hedge Fund Activity: Q4 2024 in Review

366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2024, worth a combined $2.6B — up 23% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDR positions and 22 closed out — a net gain of 38 holders — while 202 added to existing stakes and 52 trimmed.

The largest buyer was Venture Visionary Partners, opening a new position worth an estimated $19.8M. The largest seller was Ameriprise, cutting an estimated $25.4M.

  • 366 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $2.6B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2024 and 22 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2024 was Venture Visionary Partners, an estimated $19.8M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2024 was Ameriprise, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.