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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

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: 389 → 408 (+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: 25 → 19 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$18.6M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$12.6M
3
EWA
EP Wealth Advisors
California
+$11.5M
4
HPC
HM Payson & Co
Maine
+$10.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.85M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18.5M
2
CIA
Capital Investment Advisors
Georgia
-$10.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$8.33M
4
WC
Wolfstich Capital
Massachusetts
-$6.88M
5
WCP
Wick Capital Partners
Pennsylvania
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
326
Gradient Capital Advisors
California
$312K -$18.7K -775 -6%
CHA
327
Cooper/Haims Advisors
New York
$308K – – –
HI
328
Harbour Investments
Wisconsin
$305K +$1.35K +56 +0.4%
FDCP
329
Foster Dykema Cabot & Partners
Massachusetts
$303K – – –
YWM
330
Yoder Wealth Management
California
$298K – – –
HWM
331
Horizons Wealth Management
North Carolina
$295K -$13K -540 -4%
PHIC
332
Pine Haven Investment Counsel
Massachusetts
$293K +$12.1K +500 +4%
LNB
333
Ledyard National Bank
$291K +$5.07K +210 +2%
BFA
334
Buttonwood Financial Advisors
Maryland
$285K – – –
WIA
335
World Investment Advisors
California
$283K – – –
CWM
336
Congress Wealth Management
Massachusetts
$262K +$261K +10,801 New
MC
337
Moors & Cabot
Massachusetts
$257K – – –
HFA
338
Highland Financial Advisors
New Jersey
$256K – – –
KAS
339
KPP Advisory Services
Kentucky
$252K +$266 +11 +0.1%
CA
340
Calton & Associates
Florida
$252K -$31.4K -1,301 -11%
JCM
341
Jacobi Capital Management
Pennsylvania
$251K -$38.6K -1,599 -13%
BCV
342
Banque Cantonale Vaudoise
Switzerland
$251K – – –
MA
343
MKT Advisors
California
$244K +$145 +6 +0.1%
WAS
344
Wealth Advisory Solutions
Indiana
$243K – – –
CPW
345
Cove Private Wealth
New York
$243K – – –
GVAG
346
Great Valley Advisor Group
Delaware
$242K -$32.4K -1,340 -12%
CFG
347
Cornerstone Financial Group
Nebraska
$242K +$846 +35 +0.4%
BONH
348
Bank of New Hampshire
New Hampshire
$237K – – –
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$235K +$72 +3 +0%
HF
350
HRT Financial
New York
$230K -$2.37M -98,047 -91%
12 13
14
15 16

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.