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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

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
Holders
366
Holders Change
+31
Holders Change %
+9.25%
% of All Funds
4.87%
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
$19.7M
2
HPC
HM Payson & Co
Maine
$53.4M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15.9M
4
Bank of America
Bank of America
North Carolina
$202M
5
Morgan Stanley
Morgan Stanley
New York
$95.5M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$46.5M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
HighTower Advisors
HighTower Advisors
Illinois
$25.8M
4
SL
Summitry LLC
California
$0
5
KA
Klingman & Associates
New York
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gould Asset Management
California
$1.26M +$95.1K +3,950 +8%
RWP
202
Reliant Wealth Planning
Kentucky
$1.25M +$494K +20,518 +66%
JBA
203
Johnson Bixby & Associates
Washington
$1.21M +$58.8K +2,444 +5%
First Manhattan
204
First Manhattan
New York
$1.21M +$943K +39,182 +355%
KPWS
205
Kestra Private Wealth Services
Texas
$1.2M +$49.8K +2,068 +4%
MBT
206
Montecito Bank & Trust
California
$1.2M +$123K +5,093 +11%
KFAA
207
Klaas Financial Asset Advisors
Illinois
$1.17M +$862K +35,813 +280%
TWC
208
TD Waterhouse Canada
Ontario, Canada
$1.17M -$30.4K -1,265 -3%
BFG
209
Beacon Financial Group
Texas
$1.16M +$379K +15,736 +48%
CTWM
210
Cherry Tree Wealth Management
Minnesota
$1.15M +$23.4K +972 +2%
GWCM
211
Godshalk Welsh Capital Management
Pennsylvania
$1.13M +$196K +8,150 +21%
HC
212
Hurley Capital
New York
$1.11M +$1.11M +46,142 New
1L
213
10Elms LLP
Oklahoma
$1.1M +$1.1M +45,569 New
PWA
214
Provenance Wealth Advisors
Florida
$1.01M +$360K +14,940 +55%
CPRC
215
Consolidated Portfolio Review Corp
New York
$992K +$79.6K +3,309 +9%
BSAM
216
Blue Square Asset Management
New York
$981K -$4.81K -200 -0.5%
HS
217
Horan Securities
United States
$972K -$70.8K -2,943 -7%
CFS
218
Cannon Financial Strategists
Georgia
$933K +$13.1K +543 +1%
SPC
219
Sigma Planning Corp
Michigan
$926K +$19.3K +801 +2%
SWP
220
Summit Wealth Partners
Florida
$916K +$149K +6,192 +19%
TF
221
TLWM Financial
Texas
$912K +$74.7K +3,105 +9%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$912K -$499K -20,719 -35%
MGIA
223
Matthew Goff Investment Advisor
Texas
$903K +$16.3K +678 +2%
TFS
224
Thoroughbred Financial Services
Tennessee
$839K +$2.98K +124 +0.4%
TCCM
225
Timber Creek Capital Management
Massachusetts
$836K -$131K -5,453 -14%
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