IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

403 hedge funds and large institutions have $2.63B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 13 closing their positions.

Holders
403
Holders Change
+15
Holders Change %
+3.87%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
38
Increased
184
Reduced
113
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$248M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$18.7M
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$12.6M
4
GRP
4
Global Retirement Partners
California
$11.8M
5
EWA
5
EP Wealth Advisors
California
$15.1M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$5.84M
2
Ameriprise
2
Ameriprise
Minnesota
$33.3M
3
CIA
3
Capital Investment Advisors
Georgia
$9.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.7M
5
WC
5
Wolfstich Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$248M 6,014,772 +5,768,365 +2,341%
Bank of America
2
Bank of America
North Carolina
$218M 8,974,530 +12,600 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$104M 4,269,511 +89,258 +2%
Lido Advisors
4
Lido Advisors
California
– – – –
LPL Financial
5
LPL Financial
California
$70.6M 2,910,616 +287,989 +11%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$68.4M 2,821,416 +247,742 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$63.6M 2,623,466 +228,806 +10%
CAI
8
Capital Advisors Inc
Oklahoma
$60.6M 2,500,009 +122,483 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$60.1M 2,477,188 +154,712 +7%
SVWA
10
Sarver Vrooman Wealth Advisors
Missouri
$42.5M 1,753,402 +8,426 +0.5%
SVWAG
11
Sound View Wealth Advisors Group
Georgia
$41.5M 1,710,809 +301,106 +21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$35.4M 1,459,315 -18,412 -1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$34.1M 1,406,620 +234,883 +20%
Ameriprise
14
Ameriprise
Minnesota
$33.3M 1,372,710 -763,896 -36%
GWA
15
Gratus Wealth Advisors
Virginia
$32.1M 1,325,063 +27,431 +2%
Wells Fargo
16
Wells Fargo
California
$31.8M 1,311,224 -23,535 -2%
HCM
17
Howland Capital Management
Massachusetts
$30M 1,236,100 +41,627 +3%
KCM
18
Kathmere Capital Management
Pennsylvania
$27.5M 1,135,267 +49,274 +5%
SIC
19
Sigma Investment Counselors
Michigan
$27.4M 1,129,662 +31,247 +3%
RW
20
RVW Wealth
California
$26.5M 1,091,935 +70,253 +7%
SRC
21
Shufro Rose & Co
New York
$26.5M 1,092,999 -15,719 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$26.2M 1,080,952 +10,220 +1%
TCM
23
TABR Capital Management
California
$25.7M 1,061,738 +20,930 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$25.6M 1,054,259 +7,627 +0.7%
WIC
25
Woodmont Investment Counsel
Tennessee
$23.5M 970,565 -59,065 -6%
1
2 3 4 5