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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 %
DAS
201
Diversify Advisory Services
Utah
$847K +$1.6K +66 +0.2%
TF
202
TLWM Financial
Texas
$846K +$846K +34,799 New
TFS
203
Thoroughbred Financial Services
Tennessee
$844K +$63.7K +2,623 +8%
MIH
204
Meitav Investment House
Israel
$821K -$64.2K -2,649 -7%
BFG
205
Beacon Financial Group
Texas
$791K -$117K -4,825 -13%
SWP
206
Summit Wealth Partners
Florida
$775K +$21.6K +887 +3%
RWP
207
Reliant Wealth Planning
Kentucky
$760K +$87.7K +3,608 +13%
CPWM
208
Cypress Point Wealth Management
Texas
$753K +$753K +31,000 New
FIB
209
First Interstate Bank
Montana
$748K – – –
RCA
210
Ranch Capital Advisors
Florida
$728K +$172K +7,071 +31%
RSWA
211
Robinson Smith Wealth Advisors
Maine
$721K +$13.3K +546 +2%
APP
212
Avantax Planning Partners
Iowa
$719K -$2.12M -87,038 -75%
GHA
213
Granite Harbor Advisors
Texas
$719K -$683K – –
SC
214
Savant Capital
Illinois
$670K +$224K +9,236 +50%
BCM
215
Brookstone Capital Management
Illinois
$667K +$163K +6,722 +32%
MWM
216
Modern Wealth Management
Kansas
$662K +$662K +27,241 New
PWA
217
Provenance Wealth Advisors
Florida
$657K +$233K +9,571 +55%
BL
218
Balentine LLC
Georgia
$656K +$656K +27,000 New
RWM
219
Ritholtz Wealth Management
New York
$643K -$697K -28,669 -52%
AGP
220
Autumn Glory Partners
Texas
$641K -$10.4K -426 -2%
DWT
221
Dorsey & Whitney Trust
South Dakota
$632K – – –
Bank of New York Mellon
222
Bank of New York Mellon
New York
$621K +$60.9K +2,508 +11%
CWM
223
Cornerstone Wealth Management
Missouri
$607K +$29.6K +1,218 +5%
CAM
224
Creekmur Asset Management
Illinois
$607K – – –
AM
225
Atwater Malick
Pennsylvania
$599K +$3.52K +145 +0.6%
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9
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