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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

403 hedge funds and large institutions have $2.63B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 13 closing their positions.

Holders
403
Holders Change
+15
Holders Change %
+3.87%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
38
Increased
184
Reduced
113
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$248M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$18.7M
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$12.6M
4
GRP
4
Global Retirement Partners
California
$11.8M
5
EWA
5
EP Wealth Advisors
California
$15.1M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$5.84M
2
Ameriprise
2
Ameriprise
Minnesota
$33.3M
3
CIA
3
Capital Investment Advisors
Georgia
$9.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.7M
5
WC
5
Wolfstich Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
26
Venture Visionary Partners
Ohio
$22.7M 937,560 +126,415 +16%
SWP
27
Stratos Wealth Partners
Ohio
– – – –
Truist Financial
28
Truist Financial
North Carolina
$20.8M 857,786 -23,735 -3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$20.3M 836,590 +82,783 +11%
KA
30
Klingman & Associates
New York
$19.8M 818,441 -10,314 -1%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$18.7M 771,761 +771,761 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$18.4M 759,301 +407,809 +116%
NA
33
NewEdge Advisors
Louisiana
$18.3M 755,162 +65,712 +10%
KAS
34
Kestra Advisory Services
Texas
$17.5M 723,145 +120,077 +20%
US Bancorp
35
US Bancorp
Minnesota
$17.1M 705,278 -7,912 -1%
Renaissance Technologies
36
Renaissance Technologies
New York
$16.7M 689,186 -344,822 -33%
SAM
37
Summit Asset Management
Tennessee
$16.7M 688,575 +9,196 +1%
BEI
38
Benjamin Edwards Inc
Missouri
$16.6M 684,433 +77,193 +13%
JAG
39
Journey Advisory Group
Kentucky
$16.3M 673,805 +2,006 +0.3%
MCM
40
MV Capital Management
Maryland
$15.8M 652,213 -2,768 -0.4%
GT
41
Glenview Trust
Kentucky
$15.1M 622,087 -10,579 -2%
EWA
42
EP Wealth Advisors
California
$15.1M 621,930 +475,296 +324%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$14.9M 612,933 -6,762 -1%
CL
44
COWA LLC
Oklahoma
$14.8M 610,840 +149,573 +32%
Stifel Financial
45
Stifel Financial
Missouri
$14.3M 588,771 +34,753 +6%
CTC
46
Central Trust Company
Missouri
$13.9M 574,305 +19,335 +3%
AF
47
Arrow Financial
New York
$13.9M 573,374 -7,562 -1%
SG
48
Strid Group
Pennsylvania
$13.8M 570,852 +65,036 +13%
MFIM
49
Mesirow Financial Investment Management
Illinois
$13.5M 556,889 +3,388 +0.6%
NG
50
Novem Group
New York
$13M 537,528 +19,630 +4%
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