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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
RCA
251
Ranch Capital Advisors
Florida
$737K +$39.8K +1,643 +6%
PFA
252
Pure Financial Advisors
California
$722K +$61.6K +2,544 +9%
PIMG
253
Patriot Investment Management Group
Tennessee
$719K +$140K +5,780 +24%
FFP
254
FourThought Financial Partners
Florida
$712K +$710K +29,310 New
APP
255
Avantax Planning Partners
Iowa
$709K -$24 -1 -0%
BC
256
Barrett & Company
Rhode Island
$693K +$97.9K +4,041 +17%
RSWA
257
Robinson Smith Wealth Advisors
Maine
$687K -$34.3K -1,416 -5%
SPWM
258
Straight Path Wealth Management
Michigan
$681K -$9.95K -411 -1%
BFS
259
BridgePort Financial Solutions
Iowa
$672K +$3.66K +151 +0.5%
AGP
260
Autumn Glory Partners
Texas
$668K +$23.1K +954 +4%
IAIM
261
International Assets Investment Management
Florida
$656K
TSS
262
Two Sigma Securities
New York
$655K +$62.1K +2,566 +11%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$651K -$45.2K -1,868 -7%
DWM
264
DecisionMap Wealth Management
Virginia
$643K +$44.6K +1,840 +7%
DWT
265
Dorsey & Whitney Trust
South Dakota
$632K
BAM
266
Belpointe Asset Management
Nevada
$632K +$262K +10,822 +71%
DP
267
Dearborn Partners
Illinois
$621K +$42.6K +1,761 +7%
AWM
268
Alterna Wealth Management
Texas
$606K +$4.58K +189 +0.8%
MCA
269
Maryland Capital Advisors
Maryland
$604K -$68.4K -2,825 -10%
NA
270
Nestegg Advisors
New York
$599K -$125K -5,160 -17%
DCM
271
Dudley Capital Management
Virginia
$593K +$246K +10,175 +72%
SB
272
Strategic Blueprint
Georgia
$592K +$31.6K +1,305 +6%
DSC
273
Duncker Streett & Co
Missouri
$581K -$34.9K -1,442 -6%
PA
274
PSI Advisors
Florida
$578K +$118K +4,860 +26%
RBC
275
Roble Belko & Company
Pennsylvania
$578K +$25K +1,032 +5%

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.