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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 %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$2.39M +$2.39M +99,176 New
EWS
152
Evergreen Wealth Solutions
Pennsylvania
$2.34M +$96.8K +4,023 +4%
FFG
153
Foundry Financial Group
New Hampshire
$2.34M +$34.4K +1,430 +1%
FCM
154
Fortis Capital Management
Washington
$2.27M -$822K -34,143 -27%
CCM
155
Coldstream Capital Management
Washington
$2.27M -$157K -6,522 -6%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$2.24M +$156K +6,498 +8%
CSP
157
Cary Street Partners
Virginia
$2.2M +$2.2M +91,598 New
OPS
158
Orion Portfolio Solutions
Nebraska
$2.18M +$2.18M +90,384 New
BCI
159
Brinker Capital Investments
Pennsylvania
$2.18M +$2.18M +90,384 New
PFM
160
Phillips Financial Management
Indiana
$2.16M – – –
MWM
161
Modern Wealth Management
Kansas
$2.1M +$1.45M +60,154 +221%
SWM
162
Scissortail Wealth Management
Oklahoma
$2.08M +$2.08M +86,345 +97,017%
MML Investors Services
163
MML Investors Services
Massachusetts
$2.06M +$94.5K +3,926 +5%
IWC
164
Integrated Wealth Concepts
Massachusetts
$2.06M -$49.9K -2,073 -2%
CTA
165
Chesley Taft & Associates
Illinois
$2.04M +$402K +16,710 +25%
NA
166
Nestegg Advisors
New York
$2.03M +$2.03M +83,927 New
CIA
167
Covington Investment Advisors
Pennsylvania
$1.96M -$3.61K -150 -0.2%
FFIC
168
First Fiduciary Investment Counsel
Ohio
$1.95M +$256K +10,633 +15%
VWM
169
Valley Wealth Managers
New Jersey
$1.95M -$21.1K -878 -1%
JWCA
170
J.W. Cole Advisors
Florida
$1.89M -$1.99M -81,868 Closed
PCIA
171
Prime Capital Investment Advisors
Kansas
$1.86M +$144K +5,977 +8%
CGA
172
Crescent Grove Advisors
Illinois
$1.86M – – –
RFC
173
Regions Financial Corp
Alabama
$1.79M +$696K +28,903 +64%
CPIA
174
Cornell Pochily Investment Advisors
New York
$1.77M +$88K +3,658 +5%
BL
175
Balentine LLC
Georgia
$1.75M +$1.1M +45,777 +170%
5 6
7
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