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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
BSG
151
Black Swift Group
Colorado
$2.56M -$5.43M -224,815 -68%
SWM
152
Scissortail Wealth Management
Oklahoma
$2.56M -$9.66K -400 -0.4%
CTA
153
Chesley Taft & Associates
Illinois
$2.55M +$458K +18,950 +22%
MSRI
154
Michael S. Ryan Inc
New York
$2.54M +$71.4K +2,955 +3%
KPWS
155
Kestra Private Wealth Services
Texas
$2.51M +$300K +12,419 +14%
FFG
156
Foundry Financial Group
New Hampshire
$2.49M -$158K -6,536 -6%
TWP
157
TFO Wealth Partners
Ohio
$2.35M +$2.35M +97,075 New
CCM
158
Coldstream Capital Management
Washington
$2.28M -$297K -12,282 -12%
IAN
159
Integrated Advisors Network
Texas
$2.27M -$2.61M -107,968 -54%
Corient Private Wealth
160
Corient Private Wealth
Florida
$2.22M +$2.21M +91,646 New
BCI
161
Brinker Capital Investments
Pennsylvania
$2.18M -$43.5K -1,800 -2%
PFM
162
Phillips Financial Management
Indiana
$2.17M -$9.11K -377 -0.4%
RWM
163
Riverchase Wealth Management
Texas
$2.05M +$245K +10,161 +14%
CIA
164
Covington Investment Advisors
Pennsylvania
$2.03M +$7.56K +313 +0.4%
First Manhattan
165
First Manhattan
New York
$1.99M +$91.7K +3,796 +5%
FFIC
166
First Fiduciary Investment Counsel
Ohio
$1.99M +$59.2K +2,450 +3%
EWS
167
Evergreen Wealth Solutions
Pennsylvania
$1.97M -$131K -5,405 -6%
CA
168
CGN Advisors
Kansas
$1.97M -$2.12M -87,705 -52%
PCIA
169
Prime Capital Investment Advisors
Kansas
$1.96M -$1.27M -52,525 -39%
KFAA
170
Klaas Financial Asset Advisors
Illinois
$1.95M -$125K -5,191 -6%
SFA
171
Sequoia Financial Advisors
Ohio
$1.94M +$1.93M +79,824 New
BL
172
Balentine LLC
Georgia
$1.92M +$10.3K +425 +0.5%
HIA
173
Harbor Investment Advisory
Maryland
$1.88M +$257K +10,636 +16%
APW
174
Austin Private Wealth
Texas
$1.88M +$223K +9,223 +14%
VWM
175
Valley Wealth Managers
New Jersey
$1.87M +$797 +33 +0%

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.