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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 %
RSWA
251
Robinson Smith Wealth Advisors
Maine
$719K – – –
AAS
252
Avantax Advisory Services
Texas
$717K -$20.5K -847 -3%
Bank of New York Mellon
253
Bank of New York Mellon
New York
$712K -$59.6K -2,457 -8%
APP
254
Avantax Planning Partners
Iowa
$708K -$146 -6 -0%
RCA
255
Ranch Capital Advisors
Florida
$696K -$10.2K -421 -1%
KOMWMG
256
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$695K +$56.9K +2,348 +9%
SPWM
257
Straight Path Wealth Management
Michigan
$689K +$2.06K +85 +0.3%
MCA
258
Maryland Capital Advisors
Maryland
$671K +$118K +4,873 +21%
MOS
259
MGO One Seven
Ohio
$669K +$24.9K +1,028 +4%
BFS
260
BridgePort Financial Solutions
Iowa
$667K +$1.63K +67 +0.2%
IAIM
261
International Assets Investment Management
Florida
$659K – – –
PFA
262
Pure Financial Advisors
California
$658K +$658K +27,152 New
AGP
263
Autumn Glory Partners
Texas
$644K -$6.33K -261 -1%
DWT
264
Dorsey & Whitney Trust
South Dakota
$631K – – –
DSC
265
Duncker Streett & Co
Missouri
$614K – – –
AWAU
266
Alliance Wealth Advisors (Utah)
Utah
$603K – – –
AWM
267
Alterna Wealth Management
Texas
$600K -$1.19K -49 -0.2%
DWM
268
DecisionMap Wealth Management
Virginia
$597K +$147K +6,063 +33%
BC
269
Barrett & Company
Rhode Island
$593K +$994 +41 +0.2%
TSS
270
Two Sigma Securities
New York
$592K +$173K +7,154 +42%
CFMC
271
Curbstone Financial Management Corp
New Hampshire
$583K +$583K +24,050 New
Baird Financial Group
272
Baird Financial Group
Wisconsin
$582K -$12.6K -521 -2%
DP
273
Dearborn Partners
Illinois
$577K +$35.4K +1,459 +7%
PIMG
274
Patriot Investment Management Group
Tennessee
$577K +$25.1K +1,035 +5%
SB
275
Strategic Blueprint
Georgia
$560K +$11.3K +464 +2%
9 10
11
12 13