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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
MWM
301
Meridian Wealth Management
Kentucky
$421K +$420K +17,368 New
LMKC
302
L.M. Kohn & Company
Ohio
$420K +$419K +17,338 New
PS
303
Principal Securities
Iowa
$411K +$23.5K +973 +6%
SWM
304
Spire Wealth Management
Virginia
$406K +$10K +414 +3%
WFMPM
305
Woodley Farra Manion Portfolio Management
Indiana
$400K +$398K +16,481 New
TCOK
306
Trust Company of Kansas
Kansas
$383K
FW
307
FullCircle Wealth
Texas
$379K
AWE
308
Avidian Wealth Enterprises
Texas
$373K -$52.2K -2,160 -12%
SG
309
StoneX Group
New York
$372K -$28.7K -1,188 -7%
RFG
310
RFP Financial Group
Georgia
$371K -$398K -16,481 -52%
BAM
311
Belpointe Asset Management
Nevada
$368K +$101K +4,196 +38%
AA
312
Ancora Advisors
Ohio
$351K +$97 +4 +0%
WANY
313
Wealthspire Advisors (New York)
New York
$347K
DCM
314
Dudley Capital Management
Virginia
$345K +$344K +14,225 New
PJSIMP
315
P.J. Schmidt Investment Management (PJS)
Wisconsin
$344K +$145 +6 +0%
ES
316
Eagle Strategies
New York
$338K +$2.32K +96 +0.7%
AWP
317
Accretive Wealth Partners
New Jersey
$333K +$22K +912 +7%
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$331K
WJA
319
Willis Johnson & Associates
Texas
$326K
VFIC
320
Valley Forge Investment Consultants
Pennsylvania
$325K +$3.41K +141 +1%
OC
321
Oppenheimer & Co
New York
$323K +$3.84K +159 +1%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$317K +$36.7K +1,519 +13%
SS
323
Sunbelt Securities
Texas
$316K -$12.1K -500 -4%
FAC
324
Financial Advisory Corporation
Michigan
$313K +$3.26K +135 +1%
SL
325
Summitry LLC
California
$312K +$311K +12,864 New

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.