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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

388 hedge funds and large institutions have $2.39B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.27%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
45
Increased
200
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$25.9M
2
KA
Klingman & Associates
New York
$20.1M
3
Bank of America
Bank of America
North Carolina
$217M
4
HPC
HM Payson & Co
Maine
$66.7M
5
CL
COWA LLC
Oklahoma
$11.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$51.7M
2
Lido Advisors
Lido Advisors
California
$66.7M
3
Wells Fargo
Wells Fargo
California
$32.3M
4
SWP
Stratos Wealth Partners
Ohio
$22.9M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOK
301
Trust Company of Kansas
Kansas
$383K +$383K +15,808 New
FW
302
FullCircle Wealth
Texas
$380K +$105K +4,334 +38%
AA
303
Ancora Advisors
Ohio
$350K +$48 +2 +0%
WANY
304
Wealthspire Advisors (New York)
New York
$346K – – –
PJSIMP
305
P.J. Schmidt Investment Management (PJS)
Wisconsin
$343K -$3.9K -161 -1%
ES
306
Eagle Strategies
New York
$335K +$1.55K +64 +0.5%
MMHP
307
Murphy Middleton Hinkle & Parker
Georgia
$331K +$6.54K +270 +2%
SS
308
Sunbelt Securities
Texas
$330K +$12.1K +500 +4%
GCA
309
Gradient Capital Advisors
California
$330K +$38.5K +1,589 +13%
WJA
310
Willis Johnson & Associates
Texas
$325K – – –
VFIC
311
Valley Forge Investment Consultants
Pennsylvania
$321K -$53.5K -2,210 -14%
OC
312
Oppenheimer & Co
New York
$319K +$14K +579 +5%
AWP
313
Accretive Wealth Partners
New Jersey
$309K +$309K +12,810 New
FAC
314
Financial Advisory Corporation
Michigan
$309K +$309K +12,764 New
HWM
315
Horizons Wealth Management
North Carolina
$308K – – –
CHA
316
Cooper/Haims Advisors
New York
$308K – – –
HI
317
Harbour Investments
Wisconsin
$303K +$47.6K +1,967 +19%
FDCP
318
Foster Dykema Cabot & Partners
Massachusetts
$303K -$7.26K -300 -2%
YWM
319
Yoder Wealth Management
California
$298K +$298K +12,300 New
JCM
320
Jacobi Capital Management
Pennsylvania
$289K +$289K +11,954 New
TC
321
TownSquare Capital
Utah
$287K +$287K +11,865 New
LNB
322
Ledyard National Bank
$285K – – –
BFA
323
Buttonwood Financial Advisors
Maryland
$285K – – –
CA
324
Calton & Associates
Florida
$283K +$283K +11,686 New
WIA
325
World Investment Advisors
California
$282K – – –
11 12
13
14 15