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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

404 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, 185 increasing their positions, 113 reducing their positions, and 13 closing their positions.

Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
5.42%
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
185
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
EWA
4
EP Wealth Advisors
California
$15.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$18.4M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$5.84M
2
Lido Advisors
2
Lido Advisors
California
$76M
3
SWP
3
Stratos Wealth Partners
Ohio
$21.3M
4
Ameriprise
4
Ameriprise
Minnesota
$33.3M
5
NG
5
Northstar Group
New York
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWMM
126
Foundation Wealth Management (Missouri)
Missouri
$3.73M -$3.59K -148 -0.1%
WWM
127
WJ Wealth Management
Arizona
$3.73M -$2.35M -96,938 -39%
IF
128
IRON Financial
Illinois
$3.7M +$17.8K +734 +0.5%
GDP
129
Great Diamond Partners
Maine
$3.61M +$82.4K +3,398 +2%
LIA
130
LBMC Investment Advisors
Tennessee
$3.48M +$2.34M +96,477 +206%
BFIM
131
Beese Fulmer Investment Management
Ohio
$3.45M +$3.45M +142,117 New
WI
132
WrapManager Inc
California
$3.45M +$76.6K +3,160 +2%
EPW
133
Evergreen Private Wealth
Colorado
$3.3M +$193K +7,971 +6%
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$3.3M -$198K -8,182 -6%
CWM
135
Centricity Wealth Management
Ohio
$3.2M +$83.5K +3,442 +3%
MSWM
136
McGlone Suttner Wealth Management
Wisconsin
$3.08M +$340K +14,008 +12%
LWL
137
Leo Wealth LLC
Texas
$3.06M -$393K -16,212 -11%
PWP
138
Precedent Wealth Partners
Texas
$3.03M +$310K +12,770 +11%
CPIA
139
Cornell Pochily Investment Advisors
New York
$3M +$437K +18,006 +17%
HBT
140
Heartland Bank & Trust
Illinois
$2.98M +$878K +36,197 +42%
SP
141
Stonebrook Private
Michigan
$2.95M +$43.9K +1,811 +2%
Jane Street
142
Jane Street
New York
$2.82M -$2.33M -96,101 -45%
ABC
143
Associated Banc-Corp
Wisconsin
$2.79M +$72K +2,967 +3%
RRA
144
Round Rock Advisors
Connecticut
$2.66M -$427K -17,603 -14%
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$2.65M +$252K +10,400 +11%
SMC
146
Smith, Moore & Co
Missouri
$2.6M +$82.1K +3,387 +3%
SFB
147
STAR Financial Bank
Indiana
$2.58M -$1.3M -53,648 -33%
LF
148
LifePlan Financial
Minnesota
$2.58M -$28.4K -1,170 -1%
RFC
149
Regions Financial Corp
Alabama
$2.58M +$300K +12,372 +13%
BSG
150
Black Swift Group
Colorado
$2.56M -$5.45M -224,815 -68%
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