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iShares iBonds Dec 2026 Term Corporate ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 389408 (+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: 2519 (-6)

Holders
408
Holders Change
+19
Holders Change %
+4.88%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.25%
New
40
Increased
188
Reduced
112
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$12.6M +$12.6M +520,027 New
NG
52
Northstar Group
New York
$12.6M
Creative Planning
53
Creative Planning
Kansas
$12.2M -$2.7M -111,639 -18%
GRP
54
Global Retirement Partners
California
$11.8M +$11.7M +485,281 New
BPA
55
Beacon Pointe Advisors
California
$11.4M +$225K +9,301 +2%
R
56
Rebalance
California
$11M +$174K +7,197 +2%
BWM
57
Bulltick Wealth Management
Florida
$10.9M
ST
58
Spinnaker Trust
Maine
$10.7M +$262K +10,828 +3%
SA
59
Sanctuary Advisors
Indiana
$10.1M -$382K -15,809 -4%
KTM
60
Keeler Thomas Management
Utah
$10.1M -$2.08M -86,195 -17%
IA
61
IFP Advisors
Florida
$9.95M +$337K +13,938 +4%
WCM
62
Windsor Capital Management
Arizona
$9.81M -$81.7K -3,382 -0.8%
LWM
63
Lyell Wealth Management
California
$9.5M +$654K +27,066 +7%
CIA
64
Capital Investment Advisors
Georgia
$9.15M -$10.2M -421,383 -53%
JP Morgan Chase
65
JP Morgan Chase
New York
$8.38M +$1.54M +63,769 +23%
I
66
InvesTrust
Oklahoma
$8.13M +$13.4K +554 +0.2%
AIA
67
Arcadia Investment Advisors
Idaho
$8.01M -$68.8K -2,847 -0.9%
MIM
68
Moseley Investment Management
Florida
$7.96M +$1.02M +42,067 +15%
LIM
69
Leavell Investment Management
Alabama
$7.9M +$157K +6,490 +2%
AF
70
Allworth Financial
California
$7.65M +$139K +5,748 +2%
Osaic Holdings
71
Osaic Holdings
Arizona
$7.52M +$82.2K +3,402 +1%
FNT
72
First National Trust
Pennsylvania
$7.52M +$66.7K +2,761 +0.9%
MIG
73
McGuire Investment Group
Rhode Island
$7.3M +$7.27M +300,843 New
PWS
74
Peloton Wealth Strategists
Indiana
$7.28M +$60.4K +2,500 +0.8%
MA
75
MCF Advisors
Kentucky
$6.98M -$13.5K -560 -0.2%

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.