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LDRC

iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC

14 hedge funds and large institutions have $61M invested in iShares iBonds 1-5 Year Corporate Ladder ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

133% more funds holding

Funds holding: 6 → 14 (+8)

68% more capital invested

Capital invested by funds: $36.2M → $61M (+$24.8M)

2.72% more ownership

Funds ownership: 82.92% → 85.64% (+2.7%)

Holders
14
Holders Change
+8
Holders Change %
+133.33%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$17.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.39M
3
CA
CGN Advisors
Kansas
+$2.09M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.02M
5
SW
SteelPeak Wealth
California
+$357K

Top Sellers

Rank Fund Capital Flow
1
SIG
Spinnaker Investment Group
California
-$32.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1
HM Payson & Co
Maine
$48.8M +$17.6M +692,489 +56%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$3.39M +133,707 New
HighTower Advisors
3
HighTower Advisors
Illinois
$3.18M +$32.7K +1,290 +1%
CA
4
CGN Advisors
Kansas
$2.94M +$2.09M +82,436 +243%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.02M +$1.02M +40,366 New
SIG
6
Spinnaker Investment Group
California
$496K -$32.3K -1,274 -6%
SW
7
SteelPeak Wealth
California
$356K +$357K +14,096 New
Citadel Advisors
8
Citadel Advisors
Florida
$279K +$280K +11,046 New
IAIM
9
International Assets Investment Management
Florida
$178K +$27K +1,065 +18%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$141K +$141K +5,576 New
Wells Fargo
11
Wells Fargo
California
$137K +$138K +5,427 New
ASN
12
Advisory Services Network
Georgia
$47.8K +$48K +1,893 New
Morgan Stanley
13
Morgan Stanley
New York
$22.6K – – –
CT
14
Clearstead Trust
Maine
$19.3K +$19.4K +765 New

LDRC Hedge Fund Activity: Q1 2026 in Review

14 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) for Q1 2026, worth a combined $61M — up 68% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LDRC positions and 0 closed out — a net gain of 8 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $17.6M. The largest seller was Spinnaker Investment Group, cutting an estimated $32.3K.

  • 14 institutional investors held iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) as of Q1 2026, up from 6 in Q4 2025.
  • Funds reported $61M of iShares iBonds 1-5 Year Corporate Ladder ETF stock for Q1 2026, up 68% quarter-over-quarter.
  • 8 funds opened new iShares iBonds 1-5 Year Corporate Ladder ETF positions in Q1 2026 and 0 closed out, a net change of +8 holders.
  • The largest iShares iBonds 1-5 Year Corporate Ladder ETF buyer in Q1 2026 was HM Payson & Co, an estimated $17.6M added.
  • The largest iShares iBonds 1-5 Year Corporate Ladder ETF seller in Q1 2026 was Spinnaker Investment Group, an estimated $32.3K sold.

Based on aggregated 13F filings for Q1 2026.