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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
PIMG
276
Patriot Investment Management Group
Tennessee
$577K +$25K +1,035 +5%
SB
277
Strategic Blueprint
Georgia
$560K +$11.2K +464 +2%
RBC
278
Roble Belko & Company
Pennsylvania
$552K +$48 +2 +0%
RWM
279
Ritholtz Wealth Management
New York
$551K -$37.9K -1,570 -6%
MCM
280
Mattern Capital Management
Colorado
$549K +$6.91K +286 +1%
EAM
281
Empirical Asset Management
Massachusetts
$541K
CAM
282
Creekmur Asset Management
Illinois
$536K
1WM
283
1900 Wealth Management
Texas
$523K +$5.48K +227 +1%
PP
284
Prosperity Planning
Missouri
$515K
T
285
Tableaux
Massachusetts
$500K +$100K +4,148 +25%
MF
286
Montis Financial
Massachusetts
$500K -$57.6K -2,386 -10%
NDSI
287
Newman Dignan & Sheerar Inc
Rhode Island
$499K +$23.5K +972 +5%
SPIA
288
Steward Partners Investment Advisory
New York
$490K +$81.6K +3,378 +20%
MA
289
Mutual Advisors
Nebraska
$476K -$10.4K -430 -2%
SVCP
290
Silicon Valley Capital Partners
California
$471K +$469K +19,402 New
LF
291
Lee Financial
Texas
$469K
Neuberger Berman Group
292
Neuberger Berman Group
New York
$465K -$1.25M -51,900 -73%
ANTB
293
AMG National Trust Bank
Colorado
$460K
PA
294
PSI Advisors
Florida
$459K +$10K +415 +2%
SWM
295
Stockman Wealth Management
Montana
$458K -$16K -663 -3%
SCM
296
Steele Capital Management
Iowa
$458K
Barclays
297
Barclays
United Kingdom
$452K
PGAM
298
Princeton Global Asset Management
New Jersey
$445K +$11.7K +483 +3%
SC
299
Savant Capital
Illinois
$429K -$22.2K -918 -5%
FNC
300
First National Corp
Massachusetts
$426K

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.