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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
MFC
401
Morris Financial Concepts
South Carolina
$26K
AssetMark Inc
402
AssetMark Inc
California
$21.2K +$21.2K +876 New
GWM
403
Geneos Wealth Management
Colorado
$20K -$19.9K -823 -50%
CIA
404
Choate Investment Advisors
Massachusetts
$19.5K +$19.4K +803 New
CT
405
Colonial Trust
South Carolina
$19.4K
HNW
406
High Note Wealth
Minnesota
$19.4K +$19.3K +800 New
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2K
KSB
408
Kennebec Savings Bank
Maine
$16.1K
AWM
409
AE Wealth Management
Kansas
$15.2K
BCPWM
410
Bradley & Co Private Wealth Management
Florida
$15.2K
RPCA
411
Running Point Capital Advisors
California
$15.1K
ACA
412
Aptus Capital Advisors
Alabama
$15.1K +$15K +621 New
CAL
413
Capital Analysts LLC
Pennsylvania
$12K
GWANC
414
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K +$9.98K +413 New
OAJ
415
Ogorek Anthony Joseph
New York
$10K -$604 -25 -5%
CA
416
CoreCap Advisors
Michigan
$8.92K +$8.89K +368 New
FPB
417
First PREMIER Bank
South Dakota
$8K
CFD
418
Creative Financial Designs
Indiana
$7.06K
CCMI
419
Creative Capital Management Investments
California
$6.5K +$6.47K +268 New
LCM
420
Logan Capital Management
Pennsylvania
$6.47K -$6.14K -254 -49%
HNB
421
Huntington National Bank
Ohio
$5.31K
AW
422
Avion Wealth
Texas
$4K +$4.66K +193 New
Citigroup
423
Citigroup
New York
$97 +$97 +4 New
WC
424
Wolfstich Capital
Massachusetts
-$6.88M -299,957 Closed
Citadel Advisors
425
Citadel Advisors
Florida
-$3.24M -134,001 Closed

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.