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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
NA
251
Nestegg Advisors
New York
$723K -$599K -24,802 -45%
ATC
252
Adirondack Trust Company
New York
$722K +$88.8K +3,676 +14%
RSWA
253
Robinson Smith Wealth Advisors
Maine
$719K
AAS
254
Avantax Advisory Services
Texas
$717K -$20.5K -847 -3%
Bank of New York Mellon
255
Bank of New York Mellon
New York
$712K -$59.4K -2,457 -8%
APP
256
Avantax Planning Partners
Iowa
$708K -$145 -6 -0%
RCA
257
Ranch Capital Advisors
Florida
$696K -$10.2K -421 -1%
KOMWMG
258
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$695K +$56.7K +2,348 +9%
SPWM
259
Straight Path Wealth Management
Michigan
$689K +$2.05K +85 +0.3%
MCA
260
Maryland Capital Advisors
Maryland
$671K +$118K +4,873 +21%
MOS
261
MGO One Seven
Ohio
$669K +$24.8K +1,028 +4%
BFS
262
BridgePort Financial Solutions
Iowa
$667K +$1.62K +67 +0.2%
IAIM
263
International Assets Investment Management
Florida
$659K
PFA
264
Pure Financial Advisors
California
$658K +$656K +27,152 New
AGP
265
Autumn Glory Partners
Texas
$644K -$6.3K -261 -1%
DWT
266
Dorsey & Whitney Trust
South Dakota
$631K
DSC
267
Duncker Streett & Co
Missouri
$614K
AWAU
268
Alliance Wealth Advisors (Utah)
Utah
$603K
AWM
269
Alterna Wealth Management
Texas
$600K -$1.18K -49 -0.2%
DWM
270
DecisionMap Wealth Management
Virginia
$597K +$146K +6,063 +33%
BC
271
Barrett & Company
Rhode Island
$593K +$990 +41 +0.2%
TSS
272
Two Sigma Securities
New York
$592K +$173K +7,154 +42%
CFMC
273
Curbstone Financial Management Corp
New Hampshire
$583K +$581K +24,050 New
Baird Financial Group
274
Baird Financial Group
Wisconsin
$582K -$12.6K -521 -2%
DP
275
Dearborn Partners
Illinois
$577K +$35.2K +1,459 +7%

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.