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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 %
PHIC
326
Pine Haven Investment Counsel
Massachusetts
$281K +$24.2K +1,000 +9%
DCM
327
Dudley Capital Management
Virginia
$280K – – –
Koshinski Asset Management
328
Koshinski Asset Management
Illinois
$280K – – –
GVAG
329
Great Valley Advisor Group
Delaware
$274K -$92.1K -3,808 -25%
BAM
330
Belpointe Asset Management
Nevada
$266K -$33.8K -1,396 -11%
HFA
331
Highland Financial Advisors
New Jersey
$256K – – –
MC
332
Moors & Cabot
Massachusetts
$256K -$252K – –
AWMG
333
ADG Wealth Management Group
Louisiana
$253K +$253K +10,467 New
KAS
334
KPP Advisory Services
Kentucky
$252K +$169 +7 +0.1%
BCV
335
Banque Cantonale Vaudoise
Switzerland
$250K +$250K +10,333 New
MA
336
MKT Advisors
California
$243K -$15.3K -637 -6%
WAS
337
Wealth Advisory Solutions
Indiana
$242K – – –
CPW
338
Cove Private Wealth
New York
$242K +$242K +10,000 New
CFG
339
Cornerstone Financial Group
Nebraska
$240K +$3.33K +138 +1%
BONH
340
Bank of New Hampshire
New Hampshire
$236K – – –
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$233K +$120 +5 +0.1%
CWS
342
Cypress Wealth Services
California
$228K -$29.8K -1,229 -12%
RBFC
343
Roman Butler Fullerton & Co
Missouri
$224K -$218K – –
JLBC
344
J.L. Bainbridge & Co
Florida
$224K +$224K +9,246 New
AA
345
Addison Advisors
Vermont
$221K -$6.54K -270 -3%
BBW
346
Blue Barn Wealth
Utah
$221K – – –
CFCI
347
Comprehensive Financial Consultants Institutional
Indiana
$217K -$215K – –
HBT
348
Hills Bank & Trust
Iowa
$212K – – –
MWM
349
MinichMacGregor Wealth Management
New York
$208K +$208K +8,590 New
ECM
350
Exchange Capital Management
Michigan
$206K -$5.52K -228 -3%
12 13
14
15 16