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iShares iBonds Dec 2026 Term Corporate ETF

402 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 217 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 91

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

2% less capital invested

Capital invested by funds: $2.47B → $2.41B (-$58.9M)

1% less funds holding

Funds holding: 408402 (-6)

4.02% less ownership

Funds ownership: 69.99%65.98% (-4%)

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
402
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
34
Increased
217
Reduced
91
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFS Advisors
Kansas
$11.4M +$11.3M +467,228 New
BWM
52
Bulltick Wealth Management
Florida
$10.9M
SA
53
Sanctuary Advisors
Indiana
$10.7M +$599K +24,730 +6%
LWM
54
Lyell Wealth Management
California
$10.6M +$1.05M +43,278 +11%
CIA
55
Capital Investment Advisors
Georgia
$10.5M +$1.37M +56,560 +15%
Citadel Advisors
56
Citadel Advisors
Florida
$10.2M +$10.2M +421,532 New
WCM
57
Windsor Capital Management
Arizona
$10.1M +$248K +10,256 +3%
IA
58
IFP Advisors
Florida
$9.96M -$4.92K -203 -0%
MIM
59
Moseley Investment Management
Florida
$9.77M +$1.78M +73,580 +22%
KTM
60
Keeler Thomas Management
Utah
$9.7M -$10.1M -416,353 Closed
Osaic Holdings
61
Osaic Holdings
Arizona
$8.96M +$1.43M +58,949 +19%
I
62
InvesTrust
Oklahoma
$8.38M +$228K +9,419 +3%
LIM
63
Leavell Investment Management
Alabama
$8.17M +$259K +10,710 +3%
AIA
64
Arcadia Investment Advisors
Idaho
$8.11M +$85K +3,512 +1%
SF
65
Summit Financial
New Jersey
$8.09M
MIG
66
McGuire Investment Group
Rhode Island
$8.06M +$749K +30,940 +10%
AF
67
Allworth Financial
California
$7.99M +$319K +13,160 +4%
FNT
68
First National Trust
Pennsylvania
$7.83M +$294K +12,159 +4%
JP Morgan Chase
69
JP Morgan Chase
New York
$7.74M -$662K -27,321 -8%
SWA
70
Sax Wealth Advisors
New Jersey
$7.66M +$1.01M +41,873 +15%
MA
71
MCF Advisors
Kentucky
$7.44M +$443K +18,293 +6%
PWS
72
Peloton Wealth Strategists
Indiana
$7.39M +$92K +3,800 +1%
WCP
73
Wick Capital Partners
Pennsylvania
$7.27M +$7.06M +291,636 +3,898%
MAS
74
Madden Advisory Services
Florida
$7.11M -$6.4M -264,169 Closed
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$7.01M +$1.32M +54,612 +23%

IBDR Hedge Fund Activity: Q3 2025 in Review

402 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q3 2025, worth a combined $2.41B — down 2.4% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDR positions and 31 closed out — a net gain of 3 holders — while 217 added to existing stakes and 91 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.4M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $60.6M sold.

  • 402 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q3 2025, down from 408 in Q2 2025.
  • Funds reported $2.41B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q3 2025, down 2.4% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q3 2025 and 31 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $18.4M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q3 2025 was Capital Advisors Inc, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2025.