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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 %
CWMK
351
Caliber Wealth Management (Kansas)
Kansas
$204K +$204K +8,406 New
AA
352
Alesco Advisors
New York
$202K – – –
GEM
353
Global Endowment Management
North Carolina
$201K – – –
PS
354
Planned Solutions
California
$201K +$201K +8,295 New
ADL
355
Asset Dedication LLC
California
$182K -$340K -14,046 -65%
AIM
356
Arcadia Investment Management
Michigan
$182K – – –
PWA
357
Physician Wealth Advisors
Utah
$171K +$52.5K +2,170 +44%
WSFS
358
Wilmington Savings Fund Society
Delaware
$162K – – –
BWL
359
Bogart Wealth LLC
Virginia
$155K +$24 +1 +0%
CCM
360
Cloud Capital Management
Washington
$153K +$153K +6,333 New
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$143K -$10.2K -422 -7%
TCOV
362
Trust Company of Vermont
Vermont
$133K +$133K +5,506 New
PTC
363
Private Trust Company
Ohio
$124K +$4.92K +203 +4%
KHC
364
Koesten Hirschmann & Crabtree
Kansas
$124K – – –
CT
365
Coastline Trust
Rhode Island
$118K – – –
PB
366
Pinnacle Bancorp
Nebraska
$117K -$48 -2 -0%
TC
367
Trust Company
Kansas
$114K +$25.2K +1,039 +28%
AAG
368
Armstrong Advisory Group
Massachusetts
$99K – – –
HWA
369
HHM Wealth Advisors
Tennessee
$91.4K – – –
AC
370
AlphaCore Capital
California
$88.6K +$88.6K +3,660 New
WFA
371
Wells Financial Advisors
Massachusetts
$77.5K -$91.8K -3,790 -54%
FHA
372
First Horizon Advisors
Tennessee
$77.2K – – –
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$74.5K – – –
UCB
374
United Community Bank
South Carolina
$74.3K +$30.1K +1,245 +68%
BOJHT
375
Bank of Jackson Hole Trust
Wyoming
$73.6K +$31.2K +1,287 +73%
13 14
15
16 17