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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 %
FFIC
151
First Fiduciary Investment Counsel
Ohio
$1.76M -$25K -1,050 -1%
CGA
152
Crescent Grove Advisors
Illinois
$1.62M +$278K +11,686 +21%
ST
153
Sabal Trust
Florida
$1.61M +$1.61M +67,458 New
AG
154
AlTi Global
New York
$1.51M +$1.51M +63,400 New
SF
155
Safeguard Financial
Wisconsin
$1.5M +$858K +36,022 +133%
SWM
156
Segment Wealth Management
Texas
$1.49M +$69.8K +2,930 +5%
PCIA
157
Prime Capital Investment Advisors
Kansas
$1.49M -$77.6K -3,256 -5%
CSPAM
158
Cary Street Partners Asset Management
Virginia
$1.48M -$84.8K -3,561 -5%
ACS
159
Archford Capital Strategies
Illinois
$1.46M +$41K +1,722 +3%
CPIA
160
Cornell Pochily Investment Advisors
New York
$1.41M -$203K -8,535 -13%
APW
161
Austin Private Wealth
Texas
$1.41M +$321K +13,492 +30%
BSSFA
162
Baron Silver Stevens Financial Advisors
Florida
$1.36M -$1.35M – –
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$159K +6,672 +13%
VA
164
Valmark Advisers
Ohio
$1.35M -$873K – –
SFO
165
Stokes Family Office
Louisiana
$1.34M – – –
MSWM
166
McGlone Suttner Wealth Management
Wisconsin
$1.33M -$501K -20,968 -27%
CTA
167
Chesley Taft & Associates
Illinois
$1.31M -$55.4K -2,325 -4%
RWM
168
Ritholtz Wealth Management
New York
$1.31M -$29.1K -1,221 -2%
HAC
169
Harbor Advisory Corp
New Hampshire
$1.27M +$134K +5,635 +12%
FNB
170
Farmers National Bank
Kentucky
$1.25M -$35.1K -1,473 -3%
EW
171
Element Wealth
Mississippi
$1.23M +$239K +10,050 +24%
RFN
172
Redwood Financial Network
Ohio
$1.2M +$37.4K +1,568 +3%
GAM
173
Gould Asset Management
California
$1.15M +$335K +14,078 +41%
TWC
174
TD Waterhouse Canada
Ontario, Canada
$1.14M -$2.23M -94,050 -66%
JBA
175
Johnson Bixby & Associates
Washington
$1.13M +$108K +4,534 +11%
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