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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.

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
1
Bulltick Wealth Management
Florida
$21M
2
BEI
2
Benjamin Edwards Inc
Missouri
$11.4M
3
HCM
3
Howland Capital Management
Massachusetts
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$190M
5
Morgan Stanley
5
Morgan Stanley
New York
$87.2M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$2.11M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$12.2M
4
CIM
4
Confluence Investment Management
Missouri
$16.1M
5
OAJ
5
Ogorek Anthony Joseph
New York
$31K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$190M 7,839,229 +269,835 +4%
Ameriprise
2
Ameriprise
Minnesota
$129M 5,327,035 +244,829 +5%
Morgan Stanley
3
Morgan Stanley
New York
$87.2M 3,588,020 +269,041 +8%
Wells Fargo
4
Wells Fargo
California
$73.3M 3,017,317 +58,327 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52.5M 2,161,474 +259,877 +14%
LPL Financial
6
LPL Financial
California
$51.8M 2,129,979 +251,044 +13%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$51.7M 2,133,630 +46,371 +2%
CAI
8
Capital Advisors Inc
Oklahoma
$50.6M 2,083,621 +91,490 +5%
HPC
9
HM Payson & Co
Maine
$37.6M 1,547,421 +149,232 +11%
Lido Advisors
10
Lido Advisors
California
– – – –
SRC
11
Shufro Rose & Co
New York
$33.7M 1,413,175 – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$32.5M 1,335,954 +71,789 +6%
GWA
13
Gratus Wealth Advisors
Virginia
$29.7M 1,231,431 +59,721 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$29.6M 1,217,295 +4,309 +0.4%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$29.1M 1,198,154 +255,214 +27%
HCM
16
Howland Capital Management
Massachusetts
$25.6M 1,053,879 +319,123 +43%
SIC
17
Sigma Investment Counselors
Michigan
$25.3M 1,039,462 +30,621 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
– – – –
WIC
19
Woodmont Investment Counsel
Tennessee
$23.9M 983,270 +49,340 +5%
Truist Financial
20
Truist Financial
North Carolina
$23.7M 976,350 -4,460 -0.5%
KCM
21
Kathmere Capital Management
Pennsylvania
$23.6M 969,855 -131,317 -12%
SL
22
Summitry LLC
California
$22.6M 931,437 +13,710 +1%
KA
23
Klingman & Associates
New York
$21.6M 890,755 -23,410 -3%
RW
24
RVW Wealth
California
$21.4M 880,423 +82,769 +10%
BWM
25
Bulltick Wealth Management
Florida
$21M 865,465 +865,465 New
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