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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.

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
1
Wells Fargo
California
$70.5M
2
KA
2
Klingman & Associates
New York
$21.8M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11M
4
SA
4
Sanctuary Advisors
Indiana
$8.31M
5
HPC
5
HM Payson & Co
Maine
$33.3M

Top Sellers

1
VVP
1
Venture Visionary Partners
Ohio
$17.5M
2
VWMG
2
Virginia Wealth Management Group
Virginia
$3.02M
3
SCG
3
Sonata Capital Group
Washington
$0
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$180M 7,569,394 +166,082 +2%
Ameriprise
2
Ameriprise
Minnesota
$121M 5,082,206 +168,906 +3%
Morgan Stanley
3
Morgan Stanley
New York
$79.1M 3,318,979 +208,788 +7%
Wells Fargo
4
Wells Fargo
California
$70.5M 2,958,990 +1,611,798 +120%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$56.6M 2,374,173 +2,375 +0.1%
CAI
6
Capital Advisors Inc
Oklahoma
$47.5M 1,992,131 +105,648 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$45.3M 1,901,597 +64,928 +4%
LPL Financial
8
LPL Financial
California
$44.8M 1,878,935 +217,757 +13%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$44.5M 2,087,259 +43,952 +2%
SRC
10
Shufro Rose & Co
New York
$33.7M 1,413,175 +70,735 +5%
Stifel Financial
11
Stifel Financial
Missouri
$33.6M 1,409,332 +251,065 +22%
HPC
12
HM Payson & Co
Maine
$33.3M 1,398,189 +314,524 +29%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$30.1M 1,264,165 -60,832 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$28.9M 1,212,986 -76,411 -6%
GWA
15
Gratus Wealth Advisors
Virginia
$28M 1,171,710 +25,161 +2%
KCM
16
Kathmere Capital Management
Pennsylvania
$26.2M 1,101,172 +173,263 +19%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$24.8M 1,039,692 +249,778 +32%
SIC
18
Sigma Investment Counselors
Michigan
$24M 1,008,841 +7,346 +0.7%
HighTower Advisors
19
HighTower Advisors
Illinois
– – – –
Truist Financial
20
Truist Financial
North Carolina
$23.4M 980,810 -3,716 -0.4%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$22.5M 942,940 +64,508 +7%
Lido Advisors
22
Lido Advisors
California
– – – –
WIC
23
Woodmont Investment Counsel
Tennessee
$22.2M 933,930 +37,457 +4%
SL
24
Summitry LLC
California
$21.9M 917,727 +28,907 +3%
KA
25
Klingman & Associates
New York
$21.8M 914,165 +914,165 New
1
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