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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

388 hedge funds and large institutions have $2.39B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 87 reducing their positions, and 18 closing their positions.

Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.27%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
45
Increased
200
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWA
1
Sarver Vrooman Wealth Advisors
Missouri
$42.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$25.9M
3
KA
3
Klingman & Associates
New York
$20.1M
4
Bank of America
4
Bank of America
North Carolina
$217M
5
HPC
5
HM Payson & Co
Maine
$66.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$51.7M
2
Wells Fargo
2
Wells Fargo
California
$32.3M
3
CIM
3
Confluence Investment Management
Missouri
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.89M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$24.7M 1,021,682 +62,096 +6%
SWP
27
Stratos Wealth Partners
Ohio
– – – –
Truist Financial
28
Truist Financial
North Carolina
$21.3M 881,521 -25,338 -3%
KA
29
Klingman & Associates
New York
$20.1M 828,755 +828,755 New
VVP
30
Venture Visionary Partners
Ohio
$19.6M 811,145 -8,781 -1%
CIA
31
Capital Investment Advisors
Georgia
$19.3M 798,829 +35,167 +5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$18.2M 753,807 -117,687 -14%
US Bancorp
33
US Bancorp
Minnesota
$17.3M 713,190 +24,699 +4%
NA
34
NewEdge Advisors
Louisiana
$16.7M 689,450 -20,672 -3%
SAM
35
Summit Asset Management
Tennessee
$16.4M 679,379 +14,786 +2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
– – -612,745 Closed
JAG
37
Journey Advisory Group
Kentucky
$16.3M 671,799 +111,590 +20%
MCM
38
MV Capital Management
Maryland
$15.9M 654,981 +36,805 +6%
GT
39
Glenview Trust
Kentucky
$15.3M 632,666 +13,910 +2%
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
– – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$15M 619,695 +76,323 +14%
Creative Planning
42
Creative Planning
Kansas
$14.9M 616,532 +19,861 +3%
BEI
43
Benjamin Edwards Inc
Missouri
$14.7M 607,240 +62,574 +11%
KAS
44
Kestra Advisory Services
Texas
$14.6M 603,068 +50,103 +9%
AF
45
Arrow Financial
New York
$14.1M 580,936 -4,121 -0.7%
BMM
46
Buffington Mohr McNeal
Idaho
$13.8M 571,694 -24,921 -4%
CTC
47
Central Trust Company
Missouri
$13.4M 554,970 +27,082 +5%
Stifel Financial
48
Stifel Financial
Missouri
$13.4M 554,018 +7,143 +1%
MFIM
49
Mesirow Financial Investment Management
Illinois
$13.4M 553,501 +60,648 +12%
NG
50
Novem Group
New York
$12.5M 517,898 +18,709 +4%
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