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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 Market Value Shares Shares
Change 		Shares
Change %
SWM
151
Scissortail Wealth Management
Oklahoma
$2.56M 105,466 -400 -0.4%
CTA
152
Chesley Taft & Associates
Illinois
$2.55M 104,993 +18,950 +22%
MSRI
153
Michael S. Ryan Inc
New York
$2.54M 104,799 +2,955 +3%
KPWS
154
Kestra Private Wealth Services
Texas
$2.51M 103,708 +12,419 +14%
FFG
155
Foundry Financial Group
New Hampshire
$2.49M 102,481 -6,536 -6%
TWP
156
TFO Wealth Partners
Ohio
$2.35M 97,075 +97,075 New
CCM
157
Coldstream Capital Management
Washington
$2.28M 94,007 -12,282 -12%
IAN
158
Integrated Advisors Network
Texas
$2.27M 93,775 -107,968 -54%
Corient Private Wealth
159
Corient Private Wealth
Florida
– – – –
BCI
160
Brinker Capital Investments
Pennsylvania
$2.18M 89,813 -1,800 -2%
PFM
161
Phillips Financial Management
Indiana
$2.17M 89,456 -377 -0.4%
RWM
162
Riverchase Wealth Management
Texas
$2.05M 84,492 +10,161 +14%
CIA
163
Covington Investment Advisors
Pennsylvania
$2.03M 83,728 +313 +0.4%
First Manhattan
164
First Manhattan
New York
$1.99M 81,985 +3,796 +5%
FFIC
165
First Fiduciary Investment Counsel
Ohio
$1.99M 81,920 +2,450 +3%
EWS
166
Evergreen Wealth Solutions
Pennsylvania
$1.97M 81,086 -5,405 -6%
CA
167
CGN Advisors
Kansas
$1.97M 81,031 -87,705 -52%
PCIA
168
Prime Capital Investment Advisors
Kansas
$1.96M 80,937 -52,525 -39%
KFAA
169
Klaas Financial Asset Advisors
Illinois
$1.95M 80,455 -5,191 -6%
SFA
170
Sequoia Financial Advisors
Ohio
$1.94M 79,824 +79,824 New
BL
171
Balentine LLC
Georgia
$1.92M 79,197 +425 +0.5%
HIA
172
Harbor Investment Advisory
Maryland
$1.88M 77,630 +10,636 +16%
APW
173
Austin Private Wealth
Texas
$1.88M 77,532 +9,223 +14%
VWM
174
Valley Wealth Managers
New Jersey
$1.87M 76,953 +33 +0%
CSP
175
Cary Street Partners
Virginia
$1.85M 76,262 -9,501 -11%
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