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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

404 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, 185 increasing their positions, 113 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
5.42%
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
185
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
EWA
4
EP Wealth Advisors
California
$15.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$18.4M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$5.84M
2
Lido Advisors
2
Lido Advisors
California
$76M
3
SWP
3
Stratos Wealth Partners
Ohio
$21.3M
4
Ameriprise
4
Ameriprise
Minnesota
$33.3M
5
NG
5
Northstar Group
New York
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
226
Horan Securities
United States
$972K +$703 +29 +0.1%
CFS
227
Cannon Financial Strategists
Georgia
$956K +$9.7K +400 +1%
TCCM
228
Timber Creek Capital Management
Massachusetts
$933K +$92.1K +3,812 +11%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$928K -$323K -13,319 -26%
CSIA
230
Conrad Siegel Investment Advisors
Pennsylvania
$924K -$497K -20,477 -35%
JFG
231
JDM Financial Group
Texas
$910K -$158K -6,524 -15%
TF
232
TLWM Financial
Texas
$895K -$9.56K -394 -1%
MFA
233
Mayflower Financial Advisors
Massachusetts
$842K +$281K +11,578 +50%
BCM
234
Brookstone Capital Management
Illinois
$816K -$13.5K -557 -2%
PIM
235
Penobscot Investment Management
Massachusetts
$806K +$20.6K +850 +3%
PWA
236
Provenance Wealth Advisors
Florida
$793K -$80.4K -3,317 -9%
LFS
237
Littlejohn Financial Services
Oregon
$786K – – –
PPWM
238
PFG Private Wealth Management
Florida
$784K -$509 -21 -0.1%
SWP
239
Summit Wealth Partners
Florida
$776K -$111K -4,572 -13%
BTI
240
Blue Trust Inc
Georgia
$772K +$194 +8 +0%
AM
241
Atwater Malick
Pennsylvania
$766K – – –
OFS
242
Oldfather Financial Services
Nebraska
$754K – – –
TFS
243
Thoroughbred Financial Services
Tennessee
$754K -$151K -6,244 -17%
EIA
244
Eldridge Investment Advisors
New Hampshire
$747K +$39.6K +1,637 +6%
FIB
245
First Interstate Bank
Montana
$747K – – –
AWMG
246
ADG Wealth Management Group
Louisiana
$741K +$487K +20,088 +192%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$736K – – –
ASN
248
Advisory Services Network
Georgia
$732K +$101K +4,186 +16%
NA
249
Nestegg Advisors
New York
$723K -$601K -24,802 -45%
ATC
250
Adirondack Trust Company
New York
$722K +$89.1K +3,676 +14%
8 9
10
11 12