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iShares iBonds Dec 2026 Term Corporate ETF

408 hedge funds and large institutions have $2.47B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 112 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

68% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 112

5% more funds holding

Funds holding: 389408 (+19)

3% more capital invested

Capital invested by funds: $2.4B → $2.47B (+$70.3M)

0.81% more ownership

Funds ownership: 69.18%69.99% (+0.81%)

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

Holders
408
Holders Change
+19
Holders Change %
+4.88%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.25%
New
40
Increased
188
Reduced
112
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
226
Blue Square Asset Management
New York
$995K +$2.88K +119 +0.3%
HWM
227
HB Wealth Management
Georgia
$979K +$976K +40,383 New
HS
228
Horan Securities
United States
$972K +$701 +29 +0.1%
CFS
229
Cannon Financial Strategists
Georgia
$956K +$9.66K +400 +1%
TCCM
230
Timber Creek Capital Management
Massachusetts
$933K +$92.1K +3,812 +11%
CTWM
231
Cherry Tree Wealth Management
Minnesota
$928K -$322K -13,319 -26%
CSIA
232
Conrad Siegel Investment Advisors
Pennsylvania
$924K -$495K -20,477 -35%
JFG
233
JDM Financial Group
Texas
$910K -$158K -6,524 -15%
TF
234
TLWM Financial
Texas
$895K -$9.52K -394 -1%
MFA
235
Mayflower Financial Advisors
Massachusetts
$842K +$280K +11,578 +50%
BCM
236
Brookstone Capital Management
Illinois
$816K -$13.5K -557 -2%
PIM
237
Penobscot Investment Management
Massachusetts
$806K +$20.5K +850 +3%
PWA
238
Provenance Wealth Advisors
Florida
$793K -$80.1K -3,317 -9%
LFS
239
Littlejohn Financial Services
Oregon
$786K
PPWM
240
PFG Private Wealth Management
Florida
$784K -$507 -21 -0.1%
SWP
241
Summit Wealth Partners
Florida
$776K -$110K -4,572 -13%
BTI
242
Blue Trust Inc
Georgia
$772K +$193 +8 +0%
AM
243
Atwater Malick
Pennsylvania
$766K
OFS
244
Oldfather Financial Services
Nebraska
$754K
TFS
245
Thoroughbred Financial Services
Tennessee
$754K -$151K -6,244 -17%
EIA
246
Eldridge Investment Advisors
New Hampshire
$747K +$39.5K +1,637 +6%
FIB
247
First Interstate Bank
Montana
$747K
AWMG
248
ADG Wealth Management Group
Louisiana
$741K +$485K +20,088 +192%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$736K
ASN
250
Advisory Services Network
Georgia
$732K +$101K +4,186 +16%

IBDR Hedge Fund Activity: Q2 2025 in Review

408 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q2 2025, worth a combined $2.47B — up 2.9% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDR positions and 13 closed out — a net gain of 27 holders — while 188 added to existing stakes and 112 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $18.5M.

  • 408 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q2 2025, up from 389 in Q1 2025.
  • Funds reported $2.47B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q2 2025 and 13 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $18.6M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q2 2025 was Ameriprise, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2025.