iShares iBonds Dec 2026 Term Corporate ETF
IBDR
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.
197% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 62
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
5% more capital invested
Capital invested by funds: $2B → $2.11B (+$105M)
3% more funds holding
Funds holding: 325 → 335 (+10)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.66% less ownership
Funds ownership: 68.15% → 67.49% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Bulltick Wealth Management
Miami,
Florida
|
+$20.8M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$8.23M |
| 3 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$7.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.5M |
| 5 |
Morgan Stanley
New York
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$36.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$21.8M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$5.98M |
| 4 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$4.27M |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.16M |
IBDR Hedge Fund Activity: Q3 2024 in Review
335 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q3 2024, worth a combined $2.11B — up 5.2% from $2B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IBDR positions and 20 closed out — a net gain of 13 holders — while 184 added to existing stakes and 62 trimmed.
The largest buyer was Bulltick Wealth Management, opening a new position worth an estimated $20.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $36.9M.
- 335 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2024, up from 325 in Q2 2024.
- Funds reported $2.11B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
- 33 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2024 and 20 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q3 2024 was Bulltick Wealth Management, an estimated $20.8M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $36.9M sold.
Based on aggregated 13F filings for Q3 2024.