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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
SCG
126
Sonata Capital Group
Washington
$3.76M -$7.54K -312 -0.2%
FWMM
127
Foundation Wealth Management (Missouri)
Missouri
$3.73M -$3.58K -148 -0.1%
WWM
128
WJ Wealth Management
Arizona
$3.73M -$2.34M -96,938 -39%
IF
129
IRON Financial
Illinois
$3.7M +$17.7K +734 +0.5%
GDP
130
Great Diamond Partners
Maine
$3.61M +$82.1K +3,398 +2%
LIA
131
LBMC Investment Advisors
Tennessee
$3.48M +$2.33M +96,477 +206%
BFIM
132
Beese Fulmer Investment Management
Ohio
$3.45M +$3.43M +142,117 New
WI
133
WrapManager Inc
California
$3.45M +$76.3K +3,160 +2%
EPW
134
Evergreen Private Wealth
Colorado
$3.3M +$193K +7,971 +6%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$3.3M -$198K -8,182 -6%
CWM
136
Centricity Wealth Management
Ohio
$3.2M +$83.2K +3,442 +3%
MSWM
137
McGlone Suttner Wealth Management
Wisconsin
$3.08M +$338K +14,008 +12%
LWL
138
Leo Wealth LLC
Texas
$3.06M -$392K -16,212 -11%
PWP
139
Precedent Wealth Partners
Texas
$3.03M +$309K +12,770 +11%
CPIA
140
Cornell Pochily Investment Advisors
New York
$3M +$435K +18,006 +17%
HBT
141
Heartland Bank & Trust
Illinois
$2.98M +$874K +36,197 +42%
SP
142
Stonebrook Private
Michigan
$2.95M +$43.8K +1,811 +2%
Jane Street
143
Jane Street
New York
$2.82M -$2.32M -96,101 -45%
ABC
144
Associated Banc-Corp
Wisconsin
$2.79M +$71.7K +2,967 +3%
RRA
145
Round Rock Advisors
Connecticut
$2.66M -$425K -17,603 -14%
FMWA
146
Forvis Mazars Wealth Advisors
Missouri
$2.65M +$251K +10,400 +11%
SMC
147
Smith, Moore & Co
Missouri
$2.6M +$81.8K +3,387 +3%
SFB
148
STAR Financial Bank
Indiana
$2.58M -$1.3M -53,648 -33%
LF
149
LifePlan Financial
Minnesota
$2.58M -$28.3K -1,170 -1%
RFC
150
Regions Financial Corp
Alabama
$2.58M +$299K +12,372 +13%

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.