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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 %
RBC
276
Roble Belko & Company
Pennsylvania
$552K +$48 +2 +0%
RWM
277
Ritholtz Wealth Management
New York
$551K -$38.1K -1,570 -6%
MCM
278
Mattern Capital Management
Colorado
$549K +$6.94K +286 +1%
EAM
279
Empirical Asset Management
Massachusetts
$541K – – –
CAM
280
Creekmur Asset Management
Illinois
$536K – – –
1WM
281
1900 Wealth Management
Texas
$523K +$5.51K +227 +1%
PP
282
Prosperity Planning
Missouri
$515K -$502K – –
MF
283
Montis Financial
Massachusetts
$500K -$57.9K -2,386 -10%
NDSI
284
Newman Dignan & Sheerar Inc
Rhode Island
$499K +$23.6K +972 +5%
SPIA
285
Steward Partners Investment Advisory
New York
$490K +$81.9K +3,378 +20%
MA
286
Mutual Advisors
Nebraska
$476K -$10.4K -430 -2%
LF
287
Lee Financial
Texas
$469K – – –
Neuberger Berman Group
288
Neuberger Berman Group
New York
$465K -$1.26M -51,900 -73%
ANTB
289
AMG National Trust Bank
Colorado
$460K – – –
PA
290
PSI Advisors
Florida
$459K +$10.1K +415 +2%
SWM
291
Stockman Wealth Management
Montana
$458K -$16.1K -663 -3%
SCM
292
Steele Capital Management
Iowa
$458K – – –
Barclays
293
Barclays
United Kingdom
$452K – – –
PGAM
294
Princeton Global Asset Management
New Jersey
$445K +$11.7K +483 +3%
SC
295
Savant Capital
Illinois
$429K -$22.3K -918 -5%
FNC
296
First National Corp
Massachusetts
$426K – – –
MWM
297
Meridian Wealth Management
Kentucky
$421K +$421K +17,368 New
LMKC
298
L.M. Kohn & Company
Ohio
$420K +$420K +17,338 New
PS
299
Principal Securities
Iowa
$411K +$23.6K +973 +6%
SWM
300
Spire Wealth Management
Virginia
$406K +$10K +414 +3%
10 11
12
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