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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
CL
26
COWA LLC
Oklahoma
$24.6M -$19.8M -817,998 Closed
Mariner
27
Mariner
Kansas
$24.5M +$710K +29,317 +3%
TCM
28
TABR Capital Management
California
$24.1M +$439K +18,133 +2%
IA
29
IFS Advisors
Kansas
$23.5M +$767K +31,671 +3%
MFIM
30
Mesirow Financial Investment Management
Illinois
$21.4M +$10.6M +437,265 +98%
Truist Financial
31
Truist Financial
North Carolina
$21M +$867K +35,782 +4%
VVP
32
Venture Visionary Partners
Ohio
$20.9M +$835K +34,450 +4%
BEI
33
Benjamin Edwards Inc
Missouri
$19.6M +$1.37M +56,657 +8%
R
34
Rebalance
California
$18.4M -$299K -12,352 -2%
US Bancorp
35
US Bancorp
Minnesota
$18.3M -$505K -20,827 -3%
MCM
36
MV Capital Management
Maryland
$18.2M +$721K +29,763 +4%
GT
37
Glenview Trust
Kentucky
$17.2M +$1.23M +50,605 +8%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$16.4M +$2.19M +90,468 +15%
SA
39
Sanctuary Advisors
Indiana
$15.9M +$415K +17,106 +3%
NC
40
NovaPoint Capital
Georgia
$15.4M -$406K -16,771 -3%
CIA
41
Capital Investment Advisors
Georgia
$15M +$1.87M +77,195 +14%
SG
42
Strid Group
Pennsylvania
$14.7M +$397K +16,380 +3%
BlackRock
43
BlackRock
New York
$14.3M +$5.35M +220,798 +60%
BPA
44
Beacon Pointe Advisors
California
$14.2M +$1.05M +43,427 +8%
ST
45
Spinnaker Trust
Maine
$13.9M +$839K +34,610 +6%
CTC
46
Central Trust Company
Missouri
$13.2M -$2.24M -92,599 -15%
NG
47
Northstar Group
New York
$13M – – –
WCP
48
Wick Capital Partners
Pennsylvania
$11.7M +$894K +36,876 +8%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$11.7M – – –
IA
50
IFP Advisors
Florida
$11.7M +$2.05M +84,682 +21%
1
2
3 4 5

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.