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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 %
KF
101
Krilogy Financial
Missouri
$4.62M 190,619 +47,011 +33%
RCA
102
Resonant Capital Advisors
Wisconsin
$4.53M 186,814 +7,440 +4%
DSA
103
Droms Strauss Advisors
Missouri
$4.53M 186,732 +969 +0.5%
SIA
104
Summit Investment Advisors
Maryland
$4.51M 186,724 +8,253 +5%
GP
105
Greenline Partners
New York
$4.5M 185,677 +185,677 New
SIAS
106
Summit Investment Advisory Services
Minnesota
$4.47M 184,146 +184,146 New
PFS
107
Prospera Financial Services
Texas
$4.46M 183,954 +77,666 +73%
SFS
108
Sowell Financial Services
Arkansas
$4.44M 182,893 -2,820 -2%
VWMG
109
Virginia Wealth Management Group
Virginia
$4.35M 179,185 +4,480 +3%
GPA
110
Guidance Point Advisors
Massachusetts
– – – –
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M 178,281 +32,126 +22%
HW
112
Hancock Whitney
Mississippi
$4.32M 178,034 +178,034 New
QFA
113
Quantum Financial Advisors
California
$4.23M 174,569 +22,342 +15%
NEPWA
114
New England Private Wealth Advisors
Massachusetts
$4.14M 170,879 +1,225 +0.7%
4FG
115
4Thought Financial Group
New York
$4.11M 169,473 -17,923 -10%
WCG
116
Weaver Consulting Group
California
$4.1M 169,074 -11,065 -6%
MA
117
MONECO Advisors
Connecticut
$4.04M 166,410 +11,179 +7%
SWA
118
Sightline Wealth Advisors
Connecticut
$4.02M 165,825 +25,184 +18%
MWM
119
Modern Wealth Management
Kansas
$4.02M 165,711 +42,231 +34%
DWM
120
Drive Wealth Management
Utah
$3.96M 163,098 -2,993 -2%
Deutsche Bank
121
Deutsche Bank
Germany
$3.92M 161,643 +18,895 +13%
VA
122
Valmark Advisers
Ohio
– – – –
IF
123
Ironwood Financial
Arizona
$3.82M 157,954 – –
PA
124
Probity Advisors
Texas
$3.79M 156,274 +4,814 +3%
SCG
125
Sonata Capital Group
Washington
$3.76M 154,989 -312 -0.2%
3 4
5
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