iShares iBonds Dec 2026 Term Corporate ETF
IBDR
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.
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: 389 → 408 (+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: 25 → 19 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$18.6M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$12.6M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$11.5M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$10.7M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.5M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$10.2M |
| 3 |
Renaissance Technologies
New York
|
-$8.33M |
| 4 |
WC
Wolfstich Capital
Medfield,
Massachusetts
|
-$6.88M |
| 5 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$5.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
426
Old Mission Capital
Chicago,
Illinois
| – | -$1.24M | -51,171 | Closed |
|
|
BWM
427
BCS Wealth Management
Johnson City,
Tennessee
| – | -$537K | -22,176 | Closed |
|
|
TC
428
TownSquare Capital
Provo,
Utah
| – | -$287K | -11,865 | Closed |
|
|
GEM
429
Global Endowment Management
Charlotte,
North Carolina
| – | -$201K | -8,310 | Closed |
|
|
PS
430
Planned Solutions
Folsom,
California
| – | -$201K | -8,295 | Closed |
|
|
CCM
431
Cloud Capital Management
Seattle,
Washington
| – | -$153K | -6,333 | Closed |
|
|
TCOV
432
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$133K | -5,506 | Closed |
|
|
WFA
433
Wells Financial Advisors
Framingham,
Massachusetts
| – | -$77.5K | -3,200 | Closed |
|
|
PBK
434
Peoples Bank (Kansas)
Pratt,
Kansas
| – | -$7.26K | -300 | Closed |
|
435
BNP Paribas Financial Markets
Paris,
France
| – | -$3.12K | -129 | Closed |
|
|
KWM
436
Kiker Wealth Management
Jasper,
Georgia
| – | -$775 | -32 | 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.