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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 %
KPWS
176
Kestra Private Wealth Services
Texas
$1.11M +$264K +11,094 +31%
CCM
177
Crew Capital Management
Ohio
$1.11M -$336K -14,124 -23%
HS
178
Horan Securities
United States
$1.08M +$143K +5,995 +15%
BSG
179
Black Swift Group
Colorado
$1.05M +$625K +26,250 +148%
RFC
180
Regions Financial Corp
Alabama
$949K +$26.2K +1,100 +3%
ACM
181
Arcataur Capital Management
Wisconsin
$937K +$937K +39,335 New
4WM
182
4J Wealth Management
Virginia
$936K -$6.15K -258 -0.7%
CTWM
183
Cherry Tree Wealth Management
Minnesota
$934K – – –
Comerica Bank
184
Comerica Bank
Texas
$923K +$32.1K +1,346 +4%
HIA
185
Harbor Investment Advisory
Maryland
$904K +$178K +7,457 +24%
CFS
186
Cannon Financial Strategists
Georgia
$901K +$9.24K +388 +1%
BSAM
187
Blue Square Asset Management
New York
$891K +$891K +37,425 New
MGIA
188
Matthew Goff Investment Advisor
Texas
$891K -$1.29K -54 -0.1%
BFG
189
Beacon Financial Group
Texas
$890K -$64.4K -2,703 -7%
SPC
190
Sigma Planning Corp
Michigan
$888K +$56.2K +2,361 +7%
GI
191
GAMMA Investing
California
$880K +$347K +14,557 +65%
MIH
192
Meitav Investment House
Israel
$868K – – –
CPRC
193
Consolidated Portfolio Review Corp
New York
$868K +$74.1K +3,112 +9%
ECM
194
Exchange Capital Management
Michigan
$855K – – –
TF
195
TLWM Financial
Texas
$844K -$851K -35,687 Closed
DAS
196
Diversify Advisory Services
Utah
$834K +$834K +34,980 New
OIA
197
OneDigital Investment Advisors
Kansas
$833K +$833K +34,959 New
OMC
198
Old Mission Capital
Illinois
$818K +$818K +34,335 New
TCCM
199
Timber Creek Capital Management
Massachusetts
$818K -$17.8K -748 -2%
HBT
200
Heartland Bank & Trust
Illinois
$802K +$173K +7,271 +28%
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