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iShares iBonds Dec 2026 Term Corporate ETF

402 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 217 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 91

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

2% less capital invested

Capital invested by funds: $2.47B → $2.41B (-$58.9M)

1% less funds holding

Funds holding: 408402 (-6)

4.02% less ownership

Funds ownership: 69.99%65.98% (-4%)

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
402
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
34
Increased
217
Reduced
91
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HB Wealth Management
Georgia
$960K -$978K -40,383 Closed
TCCM
227
Timber Creek Capital Management
Massachusetts
$938K -$194 -8 -0%
CSIA
228
Conrad Siegel Investment Advisors
Pennsylvania
$935K +$9.23K +381 +1%
MFWP
229
Mosaic Family Wealth Partners
Missouri
$899K -$195K -8,072 -18%
MFA
230
Mayflower Financial Advisors
Massachusetts
$899K +$55.3K +2,285 +7%
CTWM
231
Cherry Tree Wealth Management
Minnesota
$889K -$41.1K -1,696 -4%
TF
232
TLWM Financial
Texas
$877K -$19.1K -787 -2%
LFS
233
Littlejohn Financial Services
Oregon
$868K +$80K +3,304 +10%
JFG
234
JDM Financial Group
Texas
$837K -$74K -3,056 -8%
SFB
235
STAR Financial Bank
Indiana
$828K -$1.76M -72,512 -68%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$810K +$95.6K +3,948 +13%
BCM
237
Brookstone Capital Management
Illinois
$806K -$11.9K -490 -1%
PWA
238
Provenance Wealth Advisors
Florida
$794K
AM
239
Atwater Malick
Pennsylvania
$787K +$20K +825 +3%
CPW
240
Cove Private Wealth
New York
$787K -$242K -10,000 Closed
ASN
241
Advisory Services Network
Georgia
$787K +$52K +2,146 +7%
SWP
242
Summit Wealth Partners
Florida
$778K
BTI
243
Blue Trust Inc
Georgia
$774K +$194 +8 +0%
TFS
244
Thoroughbred Financial Services
Tennessee
$758K +$2.47K +102 +0.3%
ATC
245
Adirondack Trust Company
New York
$757K +$34K +1,402 +5%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$757K -$706K -29,170 -48%
OFS
247
Oldfather Financial Services
Nebraska
$756K
FIB
248
First Interstate Bank
Montana
$748K
AWMG
249
ADG Wealth Management Group
Louisiana
$745K +$2.15K +89 +0.3%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$737K

IBDR Hedge Fund Activity: Q3 2025 in Review

402 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q3 2025, worth a combined $2.41B — down 2.4% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDR positions and 31 closed out — a net gain of 3 holders — while 217 added to existing stakes and 91 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.4M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $60.6M sold.

  • 402 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2025, down from 408 in Q2 2025.
  • Funds reported $2.41B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2025, down 2.4% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2025 and 31 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $18.4M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q3 2025 was Capital Advisors Inc, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2025.