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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

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: 389 → 408 (+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: 25 → 19 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$18.6M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$12.6M
3
EWA
EP Wealth Advisors
California
+$11.5M
4
HPC
HM Payson & Co
Maine
+$10.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.85M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18.5M
2
CIA
Capital Investment Advisors
Georgia
-$10.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$8.33M
4
WC
Wolfstich Capital
Massachusetts
-$6.88M
5
WCP
Wick Capital Partners
Pennsylvania
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
176
Cary Street Partners
Virginia
$1.85M -$230K -9,501 -11%
FCM
177
Fortis Capital Management
Washington
$1.82M -$252K -10,423 -12%
MML Investors Services
178
MML Investors Services
Massachusetts
$1.82M -$390K -16,155 -18%
BlackRock
179
BlackRock
New York
$1.82M +$508K +21,037 +39%
JWCA
180
J.W. Cole Advisors
Florida
$1.79M +$1.79M +73,958 New
CWM
181
Centric Wealth Management
Illinois
$1.72M +$101K +4,180 +6%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$1.71M +$24.6K +1,020 +1%
BSSFA
183
Baron Silver Stevens Financial Advisors
Florida
$1.65M +$204K +8,440 +14%
ACM
184
Arcataur Capital Management
Wisconsin
$1.64M +$5.44K +225 +0.3%
MGIA
185
Matthew Goff Investment Advisor
Texas
$1.64M +$798K +33,047 +96%
GWCM
186
Godshalk Welsh Capital Management
Pennsylvania
$1.57M +$234K +9,700 +18%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$1.55M +$734K +30,390 +90%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$1.55M +$469K +19,410 +44%
Comerica Bank
189
Comerica Bank
Texas
$1.54M +$6.09K +252 +0.4%
SWM
190
Segment Wealth Management
Texas
$1.53M -$21.6K -895 -1%
AG
191
AlTi Global
New York
$1.53M – – –
NB
192
Northwest Bancshares
Pennsylvania
$1.52M +$36.4K +1,506 +2%
PSIWM
193
Paradigm Strategies in Wealth Management
Minnesota
$1.52M -$33.9K -1,403 -2%
VA
194
Vident Advisory
Georgia
$1.51M – – –
RPC
195
Rossmore Private Capital
Connecticut
$1.5M +$394K +16,304 +36%
CGA
196
Crescent Grove Advisors
Illinois
$1.47M -$385K -15,951 -21%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1.46M +$70.9K +2,936 +5%
CPWM
198
Cypress Point Wealth Management
Texas
$1.43M – – –
CFS
199
Commonwealth Financial Services
West Virginia
$1.42M +$169K +6,976 +13%
4WM
200
4J Wealth Management
Virginia
$1.41M +$149K +6,179 +12%
6 7
8
9 10

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.