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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
AI
101
Atria Investments
North Carolina
$5.03M -$585K -24,201 -10%
IWC
102
Integrated Wealth Concepts
Massachusetts
$4.7M +$1.04M +43,142 +29%
KF
103
Krilogy Financial
Missouri
$4.62M +$1.14M +47,011 +33%
RCA
104
Resonant Capital Advisors
Wisconsin
$4.53M +$180K +7,440 +4%
DSA
105
Droms Strauss Advisors
Missouri
$4.53M +$23.4K +969 +0.5%
SIA
106
Summit Investment Advisors
Maryland
$4.51M +$199K +8,253 +5%
GP
107
Greenline Partners
New York
$4.5M +$4.49M +185,677 New
PFS
108
Prospera Financial Services
Texas
$4.46M +$1.88M +77,666 +73%
SFS
109
Sowell Financial Services
Arkansas
$4.44M -$68.1K -2,820 -2%
VWMG
110
Virginia Wealth Management Group
Virginia
$4.35M +$108K +4,480 +3%
GPA
111
Guidance Point Advisors
Massachusetts
$4.33M
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M +$776K +32,126 +22%
HW
113
Hancock Whitney
Mississippi
$4.32M +$4.3M +178,034 New
QFA
114
Quantum Financial Advisors
California
$4.23M +$540K +22,342 +15%
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$4.14M +$29.6K +1,225 +0.7%
4FG
116
4Thought Financial Group
New York
$4.11M -$433K -17,923 -10%
WCG
117
Weaver Consulting Group
California
$4.1M -$267K -11,065 -6%
MA
118
MONECO Advisors
Connecticut
$4.04M +$270K +11,179 +7%
SWA
119
Sightline Wealth Advisors
Connecticut
$4.02M +$608K +25,184 +18%
MWM
120
Modern Wealth Management
Kansas
$4.02M +$1.02M +42,231 +34%
DWM
121
Drive Wealth Management
Utah
$3.96M -$72.3K -2,993 -2%
Deutsche Bank
122
Deutsche Bank
Germany
$3.92M +$456K +18,895 +13%
VA
123
Valmark Advisers
Ohio
$3.84M
IF
124
Ironwood Financial
Arizona
$3.82M
PA
125
Probity Advisors
Texas
$3.79M +$116K +4,814 +3%

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.