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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

388 hedge funds and large institutions have $2.39B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 87 reducing their positions, and 18 closing their positions.

Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.27%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
45
Increased
200
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWA
1
Sarver Vrooman Wealth Advisors
Missouri
$42.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$25.9M
3
KA
3
Klingman & Associates
New York
$20.1M
4
Bank of America
4
Bank of America
North Carolina
$217M
5
HPC
5
HM Payson & Co
Maine
$66.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$51.7M
2
Wells Fargo
2
Wells Fargo
California
$32.3M
3
CIM
3
Confluence Investment Management
Missouri
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.89M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
226
Cannon Financial Strategists
Georgia
$945K 39,022 +271 +0.7%
TFS
227
Thoroughbred Financial Services
Tennessee
$904K 37,360 +2,497 +7%
TF
228
TLWM Financial
Texas
$903K 37,282 -622 -2%
SWP
229
Summit Wealth Partners
Florida
$885K 36,571 -1,498 -4%
PWA
230
Provenance Wealth Advisors
Florida
$872K 36,001 -5,972 -14%
TCCM
231
Timber Creek Capital Management
Massachusetts
$842K 34,790 +54 +0.2%
NC
232
NovaPoint Capital
Georgia
$837K 34,556 +34,556 New
MGIA
233
Matthew Goff Investment Advisor
Texas
$836K 34,526 -2,971 -8%
BCM
234
Brookstone Capital Management
Illinois
$828K 34,200 +1,533 +5%
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$810K 33,657 -59,412 -64%
LFS
236
Littlejohn Financial Services
Oregon
$785K 32,411 +32,411 New
PIM
237
Penobscot Investment Management
Massachusetts
$784K 32,402 +3,650 +13%
PPWM
238
PFG Private Wealth Management
Florida
$784K 32,364 -575,925 -95%
Bank of New York Mellon
239
Bank of New York Mellon
New York
$771K 31,833 +1,348 +4%
BTI
240
Blue Trust Inc
Georgia
$770K 31,825 +31,078 +4,160%
RFG
241
RFP Financial Group
Georgia
$769K 31,782 +31,782 New
AM
242
Atwater Malick
Pennsylvania
$764K 31,572 +6,918 +28%
OFS
243
Oldfather Financial Services
Nebraska
$753K 31,107 – –
FIB
244
First Interstate Bank
Montana
$746K 30,798 -624 -2%
AAS
245
Avantax Advisory Services
Texas
$736K 30,417 +4,673 +18%
MFWP
246
Mosaic Family Wealth Partners
Missouri
$736K 30,399 +7,831 +35%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$734K 30,336 +30,271 +46,571%
RSWA
248
Robinson Smith Wealth Advisors
Maine
$718K 29,668 – –
EIA
249
Eldridge Investment Advisors
New Hampshire
$709K 29,289 +29,289 New
APP
250
Avantax Planning Partners
Iowa
$707K 29,188 +627 +2%
8 9
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