We are live on ! Find out more
IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF
IBDR

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

288% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 52

173% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 22

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

23% more capital invested

Capital invested by funds: $2.11B → $2.6B (+$494M)

9% more funds holding

Funds holding: 335 → 366 (+31)

2.2% more ownership

Funds ownership: 67.49% → 69.69% (+2.2%)

Holders
366
Holders Change
+31
Holders Change %
+9.25%
% of All Funds
4.82%
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
Venture Visionary Partners
Ohio
+$19.8M
2
HPC
HM Payson & Co
Maine
+$16.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$15.9M
4
Bank of America
Bank of America
North Carolina
+$13.6M
5
Morgan Stanley
Morgan Stanley
New York
+$9.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.4M
2
SL
Summitry LLC
California
-$22.6M
3
KA
Klingman & Associates
New York
-$21.5M
4
KNW
Kesler Norman & Wride
Utah
-$3.95M
5
Wells Fargo
Wells Fargo
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
176
Neuberger Berman Group
New York
$1.72M -$30.1K -1,250 -2%
MW
177
Members Wealth
Pennsylvania
$1.69M +$1.69M +70,040 New
PSIWM
178
Paradigm Strategies in Wealth Management
Minnesota
$1.66M +$1.66M +68,905 New
HBT
179
Heartland Bank & Trust
Illinois
$1.62M +$629K +26,096 +63%
RWM
180
Riverchase Wealth Management
Texas
$1.61M +$1.61M +66,735 New
APW
181
Austin Private Wealth
Texas
$1.6M +$1.61M +66,646 New
ACM
182
Arcataur Capital Management
Wisconsin
$1.59M +$363K +15,050 +30%
SWM
183
Segment Wealth Management
Texas
$1.57M +$13.9K +575 +0.9%
AG
184
AlTi Global
New York
$1.53M – – –
CWM
185
Centric Wealth Management
Illinois
$1.53M +$1.53M +63,363 New
IAA
186
Independent Advisor Alliance
North Carolina
$1.51M +$1.52M +62,893 New
Comerica Bank
187
Comerica Bank
Texas
$1.47M +$27.7K +1,147 +2%
HIA
188
Harbor Investment Advisory
Maryland
$1.47M +$260K +10,774 +21%
BSSFA
189
Baron Silver Stevens Financial Advisors
Florida
$1.46M +$80.3K +3,331 +6%
CPWM
190
Cypress Point Wealth Management
Texas
$1.42M +$675K +28,000 +90%
HAC
191
Harbor Advisory Corp
New Hampshire
$1.38M +$96.3K +3,996 +7%
CSIA
192
Conrad Siegel Investment Advisors
Pennsylvania
$1.37M +$244K +10,119 +22%
ACS
193
Archford Capital Strategies
Illinois
$1.37M -$65.3K -2,710 -5%
SFO
194
Stokes Family Office
Louisiana
$1.36M – – –
RFN
195
Redwood Financial Network
Ohio
$1.35M +$106K +4,382 +9%
JFG
196
JDM Financial Group
Texas
$1.34M -$594K -24,631 -31%
DAS
197
Diversify Advisory Services
Utah
$1.31M +$471K +19,526 +56%
EW
198
Element Wealth
Mississippi
$1.31M +$34.3K +1,422 +3%
4WM
199
4J Wealth Management
Virginia
$1.26M +$205K +8,488 +19%
FNB
200
Farmers National Bank
Kentucky
$1.26M +$1.26M +52,376 New
6 7
8
9 10

IBDR Hedge Fund Activity: Q4 2024 in Review

366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2024, worth a combined $2.6B — up 23% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDR positions and 22 closed out — a net gain of 38 holders — while 202 added to existing stakes and 52 trimmed.

The largest buyer was Venture Visionary Partners, opening a new position worth an estimated $19.8M. The largest seller was Ameriprise, cutting an estimated $25.4M.

  • 366 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $2.6B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2024 and 22 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2024 was Venture Visionary Partners, an estimated $19.8M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2024 was Ameriprise, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.