iShares iBonds Dec 2026 Term Corporate ETF
IBDR
370 hedge funds and large institutions have $2.33B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 203 increasing their positions, 52 reducing their positions, and 22 closing their positions.
290% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 52
283% more capital inflows, than outflows
Capital inflows: $391M | Capital outflows: $102M
182% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 22
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
10% more funds holding
Funds holding: 337 → 370 (+33)
2.2% more ownership
Funds ownership: 67.49% → 69.7% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Venture Visionary Partners
Sylvania,
Ohio
|
+$19.8M |
| 2 |
HM Payson & Co
Portland,
Maine
|
+$16.2M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$15.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 5 |
Morgan Stanley
New York
|
+$9.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.4M |
| 2 |
Summitry LLC
Foster City,
California
|
-$22.6M |
| 3 |
Klingman & Associates
New York
|
-$21.5M |
| 4 |
Kesler Norman & Wride
Ogden,
Utah
|
-$3.95M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.83M |
IBDR Hedge Fund Activity: Q4 2024 in Review
370 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2024, worth a combined $2.33B — up 10% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IBDR positions and 22 closed out — a net gain of 40 holders — while 203 added to existing stakes and 52 trimmed.
The largest buyer was Venture Visionary Partners, opening a new position worth an estimated $19.8M. The largest seller was Ameriprise, cutting an estimated $25.4M.
- 370 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2024, up from 337 in Q3 2024.
- Funds reported $2.33B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 62 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2024 and 22 closed out, a net change of +40 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2024 was Venture Visionary Partners, an estimated $19.8M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2024 was Ameriprise, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2024.