IBDR icon

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 %
CSIA
201
Conrad Siegel Investment Advisors
Pennsylvania
$786K +$15K +629 +2%
MFG
202
Mendota Financial Group
Wisconsin
$780K -$82.5K -3,465 -10%
TFS
203
Thoroughbred Financial Services
Tennessee
$765K +$225K +9,460 +42%
SWP
204
Summit Wealth Partners
Florida
$738K -$39.4K -1,652 -5%
FIB
205
First Interstate Bank
Montana
$734K – – –
GWCM
206
Godshalk Welsh Capital Management
Pennsylvania
$732K +$268K +11,250 +58%
MBT
207
Montecito Bank & Trust
California
$714K +$315K +13,235 +79%
RSWA
208
Robinson Smith Wealth Advisors
Maine
$694K – – –
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$690K -$285K -11,970 -29%
GHA
210
Granite Harbor Advisors
Texas
$683K -$676K -28,341 Closed
EWM
211
Executive Wealth Management
Michigan
$679K +$327K +13,717 +93%
RWP
212
Reliant Wealth Planning
Kentucky
$659K +$34.5K +1,448 +6%
RCA
213
Resonant Capital Advisors
Wisconsin
$657K +$200K +8,417 +44%
AGP
214
Autumn Glory Partners
Texas
$639K +$106K +4,450 +20%
SWM
215
Stockman Wealth Management
Montana
$623K -$66.9K -2,808 -10%
DWT
216
Dorsey & Whitney Trust
South Dakota
$619K – – –
CAM
217
Creekmur Asset Management
Illinois
$595K +$68.7K +2,886 +13%
AM
218
Atwater Malick
Pennsylvania
$584K – – –
RSWM
219
Robertson Stephens Wealth Management
California
$583K -$640K – –
GMFG
220
Greater Midwest Financial Group
Minnesota
$583K -$1.09M -45,047 -65%
Baird Financial Group
221
Baird Financial Group
Wisconsin
$578K +$92.6K +3,886 +19%
MA
222
Mutual Advisors
Nebraska
$576K -$8.63K -360 -1%
SWC
223
Spectrum Wealth Counsel
Indiana
$570K +$70.8K +2,971 +14%
CWM
224
Cornerstone Wealth Management
Missouri
$566K -$10.5K -440 -2%
IAN
225
Integrated Advisors Network
Texas
$556K +$92K +3,861 +20%
7 8
9
10 11