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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

388 hedge funds and large institutions have $2.39B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 87 reducing their positions, and 18 closing their positions.

Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.27%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
45
Increased
200
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWA
1
Sarver Vrooman Wealth Advisors
Missouri
$42.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$25.9M
3
KA
3
Klingman & Associates
New York
$20.1M
4
Bank of America
4
Bank of America
North Carolina
$217M
5
HPC
5
HM Payson & Co
Maine
$66.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$51.7M
2
Wells Fargo
2
Wells Fargo
California
$32.3M
3
CIM
3
Confluence Investment Management
Missouri
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.89M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
126
EP Wealth Advisors
California
$3.55M 146,634 -2,165 -1%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.54M 146,155 +20,613 +16%
GDP
128
Great Diamond Partners
Maine
$3.52M 145,448 +3,665 +3%
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$3.49M 144,080 -9,648 -6%
KF
130
Krilogy Financial
Missouri
$3.48M 143,608 -6,425 -4%
Deutsche Bank
131
Deutsche Bank
Germany
$3.46M 142,748 +142,748 New
LWL
132
Leo Wealth LLC
Texas
$3.45M 142,334 +1,687 +1%
SWA
133
Sightline Wealth Advisors
Connecticut
$3.4M 140,641 -922 -0.7%
VA
134
Valmark Advisers
Ohio
– – – –
WI
135
WrapManager Inc
California
$3.36M 138,903 +2,392 +2%
Citadel Advisors
136
Citadel Advisors
Florida
$3.24M 134,001 -13,126 -9%
PCIA
137
Prime Capital Investment Advisors
Kansas
$3.23M 133,462 +56,095 +73%
CWM
138
Centricity Wealth Management
Ohio
$3.11M 128,319 +9,194 +8%
EPW
139
Evergreen Private Wealth
Colorado
$3.11M 128,318 +1,963 +2%
RRA
140
Round Rock Advisors
Connecticut
$3.08M 127,251 +7,327 +6%
MWM
141
Modern Wealth Management
Kansas
$2.99M 123,480 +36,085 +41%
SP
142
Stonebrook Private
Michigan
$2.9M 119,947 +4,329 +4%
Corient Private Wealth
143
Corient Private Wealth
Florida
– – -660,565 Closed
MSWM
144
McGlone Suttner Wealth Management
Wisconsin
$2.74M 113,187 +3,366 +3%
PWP
145
Precedent Wealth Partners
Texas
$2.71M 111,983 -12,316 -10%
ABC
146
Associated Banc-Corp
Wisconsin
$2.71M 111,979 -1,788 -2%
FFG
147
Foundry Financial Group
New Hampshire
$2.64M 109,017 +11,653 +12%
LF
148
LifePlan Financial
Minnesota
$2.61M 107,623 +3,780 +4%
HF
149
HRT Financial
New York
$2.6M 107,557 +107,557 New
CCM
150
Coldstream Capital Management
Washington
$2.57M 106,289 +12,116 +13%
4 5
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