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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
CWS
351
Cypress Wealth Services
California
$228K
BFP
352
Beacon Financial Planning
Massachusetts
$226K +$225K +9,308 New
JLBC
353
J.L. Bainbridge & Co
Florida
$224K
BBW
354
Blue Barn Wealth
Utah
$221K
CFCI
355
Comprehensive Financial Consultants Institutional
Indiana
$217K
HBT
356
Hills Bank & Trust
Iowa
$212K
MWM
357
MinichMacGregor Wealth Management
New York
$208K
ECM
358
Exchange Capital Management
Michigan
$207K
CWMK
359
Caliber Wealth Management (Kansas)
Kansas
$204K -$242 -10 -0.1%
MCM
360
Marathon Capital Management
Maryland
$203K
AA
361
Alesco Advisors
New York
$202K
RWP
362
RWA Wealth Partners
Massachusetts
$201K +$200K +8,277 New
ADL
363
Asset Dedication LLC
California
$183K -$121 -5 -0.1%
CT
364
Coastline Trust
Rhode Island
$174K +$55.6K +2,303 +47%
PWA
365
Physician Wealth Advisors
Utah
$171K
WSFS
366
Wilmington Savings Fund Society
Delaware
$162K
BWL
367
Bogart Wealth LLC
Virginia
$135K -$19.9K -825 -13%
FFA
368
Farther Finance Advisors
California
$131K +$86.7K +3,589 +197%
PTC
369
Private Trust Company
Ohio
$125K +$1.09K +45 +0.9%
KHC
370
Koesten Hirschmann & Crabtree
Kansas
$124K
Bank of Montreal
371
Bank of Montreal
Ontario, Canada
$121K +$46.1K +1,908 +62%
PB
372
Pinnacle Bancorp
Nebraska
$117K
TC
373
Trust Company
Kansas
$114K -$24 -1 -0%
AA
374
Addison Advisors
Vermont
$109K -$112K -4,630 -51%
AIM
375
Arcadia Investment Management
Michigan
$109K -$72.5K -3,000 -40%

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.