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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

439 hedge funds and large institutions have $2.63B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 179 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 146

1% more funds holding

Funds holding: 436 → 439 (+3)

3.88% less ownership

Funds ownership: 68.12% → 64.23% (-3.9%)

6% less capital invested

Capital invested by funds: $2.79B → $2.63B (-$167M)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
439
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.4%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.23%
New
46
Increased
179
Reduced
146
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
+$10.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.21M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.67M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.89M
5
MMA
Miracle Mile Advisors
California
+$5.88M

Top Sellers

1
SVWA
Sarver Vrooman Wealth Advisors
Missouri
-$42.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$33.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$33.3M
4
CL
COWA LLC
Oklahoma
-$19.8M
5
JAG
Journey Advisory Group
Kentucky
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$237K – – –
TWM
377
Trinity Wealth Management
Pennsylvania
$235K – – –
Bessemer Group
378
Bessemer Group
New Jersey
$233K +$232K +9,594 New
TPI
379
Trust Point Inc
Wisconsin
$231K +$231K +9,532 New
NG
380
Novem Group
New York
$230K +$230K +9,475 New
OFS
381
OneAscent Financial Services
Alabama
$229K +$229K +9,449 New
CWS
382
Cypress Wealth Services
California
$228K – – –
NA
383
Nestegg Advisors
New York
$226K -$333K -13,762 -60%
CFG
384
Certior Financial Group
Pennsylvania
$226K – – –
MWM
385
Maridea Wealth Management
New York
$223K -$5.5K -227 -2%
JLBC
386
J.L. Bainbridge & Co
Florida
$222K – – –
HSG
387
Helen Stephens Group
Texas
$221K +$221K +9,110 New
CWM
388
Calamos Wealth Management
Illinois
$220K – – –
Calamos Advisors
389
Calamos Advisors
Illinois
$220K +$220K +9,060 New
CWA
390
Crusonia Wealth Advisors
Colorado
$219K +$1.48K +61 +0.7%
CL
391
Choreo LLC
Illinois
$216K +$216K +8,923 New
JAG
392
Journey Advisory Group
Kentucky
$210K -$18.6M -766,764 -99%
MWM
393
MinichMacGregor Wealth Management
New York
$208K – – –
OHWP
394
Oak Harbor Wealth Partners
North Carolina
$207K +$5.31K +219 +3%
CFCI
395
Comprehensive Financial Consultants Institutional
Indiana
$207K – – –
CWMK
396
Caliber Wealth Management (Kansas)
Kansas
$205K +$291 +12 +0.1%
AA
397
Alesco Advisors
New York
$202K – – –
RWP
398
RWA Wealth Partners
Massachusetts
$201K – – –
BWL
399
Bogart Wealth LLC
Virginia
$194K +$64.9K +2,677 +50%
TRCT
400
Tower Research Capital (TRC)
New York
$190K +$135K +5,562 +245%
14 15
16
17 18

IBDR Hedge Fund Activity: Q1 2026 in Review

439 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q1 2026, worth a combined $2.63B — down 6% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IBDR positions and 33 closed out — a net gain of 13 holders — while 179 added to existing stakes and 146 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $10.6M. The largest seller was Sarver Vrooman Wealth Advisors, cutting an estimated $42.9M.

  • 439 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q1 2026, up from 436 in Q4 2025.
  • Funds reported $2.63B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q1 2026, down 6% quarter-over-quarter.
  • 46 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q1 2026 and 33 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q1 2026 was Mesirow Financial Investment Management, an estimated $10.6M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q1 2026 was Sarver Vrooman Wealth Advisors, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2026.