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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

315 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+17
Holders Change %
+5.7%
% of All Funds
4.57%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
182
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$117M
2
JAG
2
Journey Advisory Group
Kentucky
$13.7M
3
HPC
3
HM Payson & Co
Maine
$25.8M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.2M
2
UBS Group
2
UBS Group
Switzerland
$0
3
SRC
3
Shufro Rose & Co
New York
$32M
4
KA
4
Klingman & Associates
New York
$23.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
201
Granite Harbor Advisors
Texas
$676K +$15.6K +654 +2%
SF
202
Safeguard Financial
Wisconsin
$644K +$390K +16,341 +153%
RSWM
203
Robertson Stephens Wealth Management
California
$640K -$491K – –
HBT
204
Heartland Bank & Trust
Illinois
$630K +$630K +26,412 New
RWP
205
Reliant Wealth Planning
Kentucky
$626K – – –
DWT
206
Dorsey & Whitney Trust
South Dakota
$620K – – –
FFA
207
Farther Finance Advisors
California
$613K +$613K +25,835 New
AM
208
Atwater Malick
Pennsylvania
$585K +$30.3K +1,270 +5%
MA
209
Mutual Advisors
Nebraska
$581K +$43.3K +1,817 +8%
CWM
210
Cornerstone Wealth Management
Missouri
$577K +$11.1K +464 +2%
TFS
211
Thoroughbred Financial Services
Tennessee
$540K +$3.74K +157 +0.7%
GI
212
GAMMA Investing
California
$534K +$534K +22,390 New
AGP
213
Autumn Glory Partners
Texas
$533K – – –
DP
214
Dearborn Partners
Illinois
$531K +$41.9K +1,758 +9%
CAM
215
Creekmur Asset Management
Illinois
$527K – – –
CAN
216
Cetera Advisor Networks
California
$526K +$166K +6,970 +46%
BC
217
Barrett & Company
Rhode Island
$521K +$1K +42 +0.2%
AAS
218
Avantax Advisory Services
Texas
$502K +$160K +6,699 +47%
SCM
219
Steele Capital Management
Iowa
$501K – – –
SWC
220
Spectrum Wealth Counsel
Indiana
$500K – – –
1WM
221
1900 Wealth Management
Texas
$493K – – –
Baird Financial Group
222
Baird Financial Group
Wisconsin
$486K +$160K +6,699 +49%
BWM
223
BCS Wealth Management
Tennessee
$479K +$249K +10,447 +108%
RCA
224
Ranch Capital Advisors
Florida
$474K +$48.8K +2,047 +11%
MOS
225
MGO One Seven
Ohio
$468K +$92.3K +3,872 +25%
7 8
9
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