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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 %
JFG
151
JDM Financial Group
Texas
$1.95M +$1.95M +80,387 New
PSIWM
152
Paradigm Strategies in Wealth Management
Minnesota
$1.92M -$1.78M -74,697 Closed
CGA
153
Crescent Grove Advisors
Illinois
$1.88M +$222K +9,125 +13%
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$1.8M +$449K +18,486 +33%
VA
155
Valmark Advisers
Ohio
$1.77M -$1.35M – –
Neuberger Berman Group
156
Neuberger Berman Group
New York
$1.76M -$57.1K -2,350 -3%
PCIA
157
Prime Capital Investment Advisors
Kansas
$1.73M +$217K +8,933 +14%
FFIC
158
First Fiduciary Investment Counsel
Ohio
$1.71M -$83.4K -3,433 -5%
CPIA
159
Cornell Pochily Investment Advisors
New York
$1.7M +$257K +10,568 +18%
CTA
160
Chesley Taft & Associates
Illinois
$1.65M +$313K +12,875 +23%
APW
161
Austin Private Wealth
Texas
$1.61M -$1.41M -59,010 Closed
SWM
162
Segment Wealth Management
Texas
$1.57M +$49.6K +2,040 +3%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$1.55M +$162K +6,671 +12%
AG
164
AlTi Global
New York
$1.54M – – –
CSPAM
165
Cary Street Partners Asset Management
Virginia
$1.51M – – –
Comerica Bank
166
Comerica Bank
Texas
$1.46M +$519K +21,358 +55%
Citadel Advisors
167
Citadel Advisors
Florida
$1.45M +$1.45M +59,632 New
ACS
168
Archford Capital Strategies
Illinois
$1.44M -$33.2K -1,374 -2%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$1.42M -$631K -25,973 -31%
BSSFA
170
Baron Silver Stevens Financial Advisors
Florida
$1.4M +$1.4M +57,527 New
SFO
171
Stokes Family Office
Louisiana
$1.37M – – –
HAC
172
Harbor Advisory Corp
New Hampshire
$1.3M – – –
EW
173
Element Wealth
Mississippi
$1.28M +$30.8K +1,267 +2%
RFN
174
Redwood Financial Network
Ohio
$1.25M +$32.1K +1,321 +3%
ACM
175
Arcataur Capital Management
Wisconsin
$1.24M +$280K +11,525 +29%
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