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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.

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
GBWM
4
Granite Bay Wealth Management
New Hampshire
$274K
5
NA
5
NewEdge Advisors
Louisiana
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$177M 7,403,312 +526,616 +8%
Ameriprise
2
Ameriprise
Minnesota
$117M 4,913,300 +3,503,030 +248%
Morgan Stanley
3
Morgan Stanley
New York
$74.2M 3,110,191 -2,811,771 -47%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$56.6M 2,371,798 +153,172 +7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$48.7M 2,043,307 +498,627 +32%
CAI
6
Capital Advisors Inc
Oklahoma
$45M 1,886,483 +152,746 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$43.8M 1,836,669 +279,537 +18%
LPL Financial
8
LPL Financial
California
$39.6M 1,661,178 -90,119 -5%
Wells Fargo
9
Wells Fargo
California
$32.1M 1,347,192 +211,877 +19%
SRC
10
Shufro Rose & Co
New York
$32M 1,342,440 -1,741,969 -56%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$31.6M 1,324,997 +74,308 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$30.8M 1,289,397 -27,967 -2%
Stifel Financial
13
Stifel Financial
Missouri
$27.6M 1,158,267 -28,419 -2%
GWA
14
Gratus Wealth Advisors
Virginia
$27.1M 1,146,549 +104,439 +10%
HPC
15
HM Payson & Co
Maine
$25.8M 1,083,665 +565,706 +109%
SIC
16
Sigma Investment Counselors
Michigan
$23.9M 1,001,495 +40,074 +4%
Truist Financial
17
Truist Financial
North Carolina
$23.5M 984,526 +126,225 +15%
KA
18
Klingman & Associates
New York
– – – –
HighTower Advisors
19
HighTower Advisors
Illinois
– – – –
KCM
20
Kathmere Capital Management
Pennsylvania
$22.1M 927,909 +71,290 +8%
WIC
21
Woodmont Investment Counsel
Tennessee
$21.4M 896,473 +99,995 +13%
SL
22
Summitry LLC
California
$21.2M 888,820 +30,641 +4%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$21M 878,432 -20,202 -2%
CIM
24
Confluence Investment Management
Missouri
$20.2M 845,491 +3,509 +0.4%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$18.8M 789,914 +89,215 +13%
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