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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$49.5M
2
TCM
2
TABR Capital Management
California
$24.3M
3
VVP
3
Venture Visionary Partners
Ohio
$19.7M
4
HPC
4
HM Payson & Co
Maine
$53.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$15.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$103M
2
SL
2
Summitry LLC
California
$0
3
KA
3
Klingman & Associates
New York
$20.7M
4
KNW
4
Kesler Norman & Wride
Utah
$0
5
Wells Fargo
5
Wells Fargo
California
$69.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$278M 11,545 -117 -1%
Bank of America
2
Bank of America
North Carolina
$202M 8,401,685 +562,456 +7%
Ameriprise
3
Ameriprise
Minnesota
$103M 4,273,707 -1,053,328 -20%
Morgan Stanley
4
Morgan Stanley
New York
$95.5M 3,969,535 +381,515 +11%
Wells Fargo
5
Wells Fargo
California
$69.8M 2,899,753 -117,564 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$55.5M 2,306,571 +145,097 +7%
LPL Financial
7
LPL Financial
California
$55.1M 2,288,819 +158,840 +7%
CAI
8
Capital Advisors Inc
Oklahoma
$53.4M 2,218,999 +135,378 +6%
HPC
9
HM Payson & Co
Maine
$53.4M 2,218,248 +670,827 +43%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$53M 2,202,542 +68,912 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$49.5M 2,057,432 +2,057,432 New
Lido Advisors
12
Lido Advisors
California
– – – –
SRC
13
Shufro Rose & Co
New York
$34.8M 1,446,798 +33,623 +2%
SVWAG
14
Sound View Wealth Advisors Group
Georgia
$31.5M 1,307,356 +109,202 +9%
GWA
15
Gratus Wealth Advisors
Virginia
$30.3M 1,258,165 +26,734 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$30.2M 1,253,472 +36,177 +3%
HCM
17
Howland Capital Management
Massachusetts
$28.9M 1,198,800 +144,921 +14%
SIC
18
Sigma Investment Counselors
Michigan
$25.8M 1,072,997 +33,535 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
– – – –
WIC
20
Woodmont Investment Counsel
Tennessee
$24.9M 1,035,657 +52,387 +5%
TCM
21
TABR Capital Management
California
$24.3M 1,009,266 +1,009,266 New
KCM
22
Kathmere Capital Management
Pennsylvania
$23.8M 986,986 +17,131 +2%
RW
23
RVW Wealth
California
$23.1M 959,586 +79,163 +9%
SWP
24
Stratos Wealth Partners
Ohio
– – – –
Truist Financial
25
Truist Financial
North Carolina
$21.8M 906,859 -69,491 -7%
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