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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 %
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$12.6M 520,027 +520,027 New
NG
52
Northstar Group
New York
– – – –
Creative Planning
53
Creative Planning
Kansas
$12.2M 504,893 -111,639 -18%
GRP
54
Global Retirement Partners
California
$11.8M 485,281 +485,281 New
BPA
55
Beacon Pointe Advisors
California
$11.4M 468,791 +9,301 +2%
R
56
Rebalance
California
$11M 453,905 +7,197 +2%
BWM
57
Bulltick Wealth Management
Florida
$10.9M 450,515 – –
ST
58
Spinnaker Trust
Maine
$10.7M 441,217 +10,828 +3%
KTM
59
Keeler Thomas Management
Utah
$10.1M 416,353 -86,195 -17%
IA
60
IFP Advisors
Florida
$9.95M 410,121 +13,938 +4%
WCM
61
Windsor Capital Management
Arizona
$9.81M 404,576 -3,382 -0.8%
LWM
62
Lyell Wealth Management
California
$9.5M 391,583 +27,066 +7%
CIA
63
Capital Investment Advisors
Georgia
$9.15M 377,446 -421,383 -53%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$8.38M 345,761 +63,769 +23%
I
65
InvesTrust
Oklahoma
$8.13M 335,380 +554 +0.2%
AIA
66
Arcadia Investment Advisors
Idaho
$8.01M 330,359 -2,847 -0.9%
MIM
67
Moseley Investment Management
Florida
$7.96M 328,427 +42,067 +15%
LIM
68
Leavell Investment Management
Alabama
$7.9M 325,701 +6,490 +2%
AF
69
Allworth Financial
California
$7.65M 315,524 +5,748 +2%
FNT
70
First National Trust
Pennsylvania
$7.52M 310,075 +2,761 +0.9%
MIG
71
McGuire Investment Group
Rhode Island
$7.3M 300,843 +300,843 New
PWS
72
Peloton Wealth Strategists
Indiana
$7.28M 300,320 +2,500 +0.8%
MA
73
MCF Advisors
Kentucky
$6.98M 287,906 -560 -0.2%
AWS
74
Atria Wealth Solutions
New York
$6.94M 286,070 -14,761 -5%
Osaic Holdings
75
Osaic Holdings
Arizona
$6.75M 280,275 -26,404 -9%
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