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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 %
AG
151
AlTi Global
New York
$1.51M -$1.52M -63,400 Closed
CCM
152
Crew Capital Management
Ohio
$1.44M +$579K +24,270 +67%
SWM
153
Segment Wealth Management
Texas
$1.42M +$287K +12,030 +25%
ACS
154
Archford Capital Strategies
Illinois
$1.42M -$15.5K -651 -1%
SP
155
Stonebrook Private
Michigan
$1.4M +$596K +24,984 +74%
CTA
156
Chesley Taft & Associates
Illinois
$1.37M +$281K +11,800 +26%
BSSFA
157
Baron Silver Stevens Financial Advisors
Florida
$1.35M -$1M – –
SFO
158
Stokes Family Office
Louisiana
$1.35M – – –
CGA
159
Crescent Grove Advisors
Illinois
$1.34M – – –
RWM
160
Ritholtz Wealth Management
New York
$1.34M +$28.6K +1,200 +2%
Citadel Advisors
161
Citadel Advisors
Florida
$1.33M +$347K +14,550 +35%
FNB
162
Farmers National Bank
Kentucky
$1.29M +$65.4K +2,744 +5%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$245K +10,253 +25%
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$1.16M +$1.16M +48,933 New
RFN
165
Redwood Financial Network
Ohio
$1.16M +$57K +2,389 +5%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$1.16M +$268K +11,239 +30%
HAC
167
Harbor Advisory Corp
New Hampshire
$1.14M – – –
APW
168
Austin Private Wealth
Texas
$1.08M +$262K +11,009 +32%
JBA
169
Johnson Bixby & Associates
Washington
$1.03M +$770K +32,282 +299%
LNC
170
Lincoln National Corp
Pennsylvania
$1.03M -$190K -7,962 -16%
EW
171
Element Wealth
Mississippi
$991K +$103K +4,300 +12%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$976K +$976K +40,934 New
BFG
173
Beacon Financial Group
Texas
$956K +$327K +13,701 +52%
4WM
174
4J Wealth Management
Virginia
$943K +$328K +13,766 +53%
HS
175
Horan Securities
United States
$940K +$96.8K +4,058 +11%
5 6
7
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