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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 %
HIA
176
Harbor Investment Advisory
Maryland
$1.22M +$302K +12,430 +33%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$1.21M +$42.9K +1,772 +4%
BSG
178
Black Swift Group
Colorado
$1.2M +$136K +5,600 +13%
CL
179
COWA LLC
Oklahoma
$1.18M -$2.03M -83,352 -63%
GAM
180
Gould Asset Management
California
$1.17M +$535 +22 +0%
JBA
181
Johnson Bixby & Associates
Washington
$1.16M +$4.91K +202 +0.4%
KPWS
182
Kestra Private Wealth Services
Texas
$1.16M +$23.6K +973 +2%
CSIA
183
Conrad Siegel Investment Advisors
Pennsylvania
$1.14M +$339K +13,965 +42%
CTWM
184
Cherry Tree Wealth Management
Minnesota
$1.14M +$182K +7,503 +19%
RFC
185
Regions Financial Corp
Alabama
$1.1M +$132K +5,423 +14%
MBT
186
Montecito Bank & Trust
California
$1.09M +$358K +14,712 +49%
4WM
187
4J Wealth Management
Virginia
$1.07M +$112K +4,601 +12%
HS
188
Horan Securities
United States
$1.05M -$51.2K -2,106 -5%
HBT
189
Heartland Bank & Trust
Illinois
$999K +$181K +7,441 +22%
BSAM
190
Blue Square Asset Management
New York
$996K +$86.1K +3,545 +9%
TCCM
191
Timber Creek Capital Management
Massachusetts
$977K +$142K +5,856 +17%
GWCM
192
Godshalk Welsh Capital Management
Pennsylvania
$939K +$192K +7,900 +26%
CCM
193
Crew Capital Management
Ohio
$929K -$199K -8,195 -18%
CFS
194
Cannon Financial Strategists
Georgia
$928K +$9.74K +401 +1%
CPRC
195
Consolidated Portfolio Review Corp
New York
$921K +$36.1K +1,487 +4%
SPC
196
Sigma Planning Corp
Michigan
$915K +$8.51K +350 +0.9%
MGIA
197
Matthew Goff Investment Advisor
Texas
$895K -$14.6K -599 -2%
IAN
198
Integrated Advisors Network
Texas
$867K +$300K +12,351 +53%
ECM
199
Exchange Capital Management
Michigan
$865K -$6.68K -275 -0.8%
OIA
200
OneDigital Investment Advisors
Kansas
$849K – – –
6 7
8
9 10