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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 %
WFMPM
301
Woodley Farra Manion Portfolio Management
Indiana
$400K +$400K +16,481 New
TCOK
302
Trust Company of Kansas
Kansas
$383K – – –
FW
303
FullCircle Wealth
Texas
$379K – – –
T
304
Tableaux
Massachusetts
$378K -$1.24M -12,607 -77%
AWE
305
Avidian Wealth Enterprises
Texas
$373K -$52.4K -2,160 -12%
SG
306
StoneX Group
New York
$372K -$28.8K -1,188 -7%
RFG
307
RFP Financial Group
Georgia
$371K -$400K -16,481 -52%
BAM
308
Belpointe Asset Management
Nevada
$368K +$102K +4,196 +38%
AA
309
Ancora Advisors
Ohio
$351K +$97 +4 +0%
WANY
310
Wealthspire Advisors (New York)
New York
$347K – – –
DCM
311
Dudley Capital Management
Virginia
$345K +$345K +14,225 New
PJSIMP
312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$344K +$145 +6 +0%
ES
313
Eagle Strategies
New York
$338K +$2.33K +96 +0.7%
AWP
314
Accretive Wealth Partners
New Jersey
$333K +$22.1K +912 +7%
MMHP
315
Murphy Middleton Hinkle & Parker
Georgia
$331K – – –
WJA
316
Willis Johnson & Associates
Texas
$326K – – –
VFIC
317
Valley Forge Investment Consultants
Pennsylvania
$325K +$3.42K +141 +1%
OC
318
Oppenheimer & Co
New York
$323K +$3.86K +159 +1%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$317K +$36.8K +1,519 +13%
SS
320
Sunbelt Securities
Texas
$316K -$12K -500 -4%
FAC
321
Financial Advisory Corporation
Michigan
$313K +$3.27K +135 +1%
SL
322
Summitry LLC
California
$312K +$312K +12,864 New
GCA
323
Gradient Capital Advisors
California
$312K -$18.8K -775 -6%
CHA
324
Cooper/Haims Advisors
New York
$308K – – –
HI
325
Harbour Investments
Wisconsin
$305K +$1.36K +56 +0.4%
11 12
13
14 15