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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
UCB
376
United Community Bank
South Carolina
$99K +$24.4K +1,012 +33%
BOJHT
377
Bank of Jackson Hole Trust
Wyoming
$97.3K +$23.4K +969 +32%
HWA
378
HHM Wealth Advisors
Tennessee
$91.5K
Fidelity Investments
379
Fidelity Investments
Massachusetts
$79.7K +$61.6K +2,549 +346%
FHA
380
First Horizon Advisors
Tennessee
$77.3K
AC
381
AlphaCore Capital
California
$76.6K -$12.1K -500 -14%
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$73.7K +$21.4K +884 +41%
BCCM
383
Black Cypress Capital Management
Florida
$71.1K +$45.8K +1,897 +183%
ME
384
McIlrath & Eck
Washington
$70.6K +$70.4K +2,913 New
BCM
385
Boreal Capital Management
Florida
$63K
VNA
386
Valley National Advisers
Pennsylvania
$62K
CFO
387
CVA Family Office
Colorado
$61.1K
BF
388
BOK Financial
Oklahoma
$58.2K +$58K +2,400 New
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$52.5K -$90.6K -3,750 -63%
S
390
SignatureFD
Georgia
$50.3K
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48.5K
S
392
Sachetta
Massachusetts
$48.5K
MIM
393
MTM Investment Management
South Carolina
$48.5K +$48.3K +2,000 New
AAG
394
Armstrong Advisory Group
Massachusetts
$40.5K -$59K -2,444 -59%
LB
395
Legacy Bridge
Iowa
$38K -$1.91K -79 -5%
SC
396
Stephens Consulting
Michigan
$36.5K -$4.47K -185 -11%
EB
397
Eastern Bank
Massachusetts
$34.9K
HWM
398
Hemington Wealth Management
Virginia
$32K
RF
399
Robbins Farley
New Hampshire
$31.6K
AAS
400
Ameritas Advisory Services
Nebraska
$29.9K +$29.7K +1,231 New

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.