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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.

New
Increased
Maintained
Reduced
Closed
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 %
FCM
176
Fortis Capital Management
Washington
$1.82M -$253K -10,423 -12%
MML Investors Services
177
MML Investors Services
Massachusetts
$1.82M -$392K -16,155 -18%
BlackRock
178
BlackRock
New York
$1.82M +$510K +21,037 +39%
JWCA
179
J.W. Cole Advisors
Florida
$1.79M +$1.79M +73,958 New
CWM
180
Centric Wealth Management
Illinois
$1.72M +$101K +4,180 +6%
TWC
181
TD Waterhouse Canada
Ontario, Canada
$1.71M +$24.6K +1,020 +1%
BSSFA
182
Baron Silver Stevens Financial Advisors
Florida
$1.65M +$205K +8,440 +14%
ACM
183
Arcataur Capital Management
Wisconsin
$1.64M +$5.46K +225 +0.3%
MGIA
184
Matthew Goff Investment Advisor
Texas
$1.64M +$801K +33,047 +96%
GWCM
185
Godshalk Welsh Capital Management
Pennsylvania
$1.57M +$235K +9,700 +18%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$1.55M +$737K +30,390 +90%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$1.55M +$470K +19,410 +44%
Comerica Bank
188
Comerica Bank
Texas
$1.54M +$6.11K +252 +0.4%
SWM
189
Segment Wealth Management
Texas
$1.53M -$21.7K -895 -1%
AG
190
AlTi Global
New York
$1.53M – – –
NB
191
Northwest Bancshares
Pennsylvania
$1.52M +$36.5K +1,506 +2%
PSIWM
192
Paradigm Strategies in Wealth Management
Minnesota
$1.52M -$34K -1,403 -2%
VA
193
Vident Advisory
Georgia
$1.51M -$1.5M – –
RPC
194
Rossmore Private Capital
Connecticut
$1.5M +$395K +16,304 +36%
CGA
195
Crescent Grove Advisors
Illinois
$1.47M -$387K -15,951 -21%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.46M +$71.2K +2,936 +5%
CPWM
197
Cypress Point Wealth Management
Texas
$1.43M – – –
CFS
198
Commonwealth Financial Services
West Virginia
$1.42M +$169K +6,976 +13%
4WM
199
4J Wealth Management
Virginia
$1.41M +$150K +6,179 +12%
SFO
200
Stokes Family Office
Louisiana
$1.4M -$71.2K -2,935 -5%
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