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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

388 hedge funds and large institutions have $2.39B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 87 reducing their positions, and 18 closing their positions.

Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.27%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
45
Increased
200
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWA
1
Sarver Vrooman Wealth Advisors
Missouri
$42.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$25.9M
3
KA
3
Klingman & Associates
New York
$20.1M
4
Bank of America
4
Bank of America
North Carolina
$217M
5
HPC
5
HM Payson & Co
Maine
$66.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$51.7M
2
Wells Fargo
2
Wells Fargo
California
$32.3M
3
CIM
3
Confluence Investment Management
Missouri
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.89M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FNB
201
Farmers National Bank
Kentucky
$1.29M 53,204 +828 +2%
HC
202
Hurley Capital
New York
$1.28M 53,038 +6,896 +15%
EW
203
Element Wealth
Mississippi
$1.28M 52,740 -1,532 -3%
DC
204
Davenport & Co
Virginia
$1.28M 52,676 +52,676 New
MBT
205
Montecito Bank & Trust
California
$1.26M 52,156 +2,365 +5%
GAM
206
Gould Asset Management
California
$1.26M 52,110 -60 -0.1%
4WM
207
4J Wealth Management
Virginia
$1.26M 51,871 -514 -1%
CFS
208
Commonwealth Financial Services
West Virginia
$1.25M 51,784 -343,668 -87%
CTWM
209
Cherry Tree Wealth Management
Minnesota
$1.25M 51,582 +3,895 +8%
OMC
210
Old Mission Capital
Illinois
$1.24M 51,171 +51,171 New
JBA
211
Johnson Bixby & Associates
Washington
$1.2M 49,448 -818 -2%
BFG
212
Beacon Financial Group
Texas
$1.17M 48,445 +170 +0.4%
OPOWM
213
One Plus One Wealth Management
Florida
$1.16M 47,708 +23,764 +99%
RWP
214
Reliant Wealth Planning
Kentucky
$1.14M 47,258 -4,544 -9%
HWM
215
HB Wealth Management
Georgia
– – – –
1L
216
10Elms LLP
Oklahoma
$1.14M 46,959 +1,390 +3%
LIA
217
LBMC Investment Advisors
Tennessee
$1.13M 46,825 +18,475 +65%
RPC
218
Rossmore Private Capital
Connecticut
$1.1M 45,424 +45,424 New
CPRC
219
Consolidated Portfolio Review Corp
New York
$1.1M 45,270 +4,042 +10%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$1.08M 44,492 +19,905 +81%
OIA
221
OneDigital Investment Advisors
Kansas
$1.07M 44,162 +44,162 New
JFG
222
JDM Financial Group
Texas
$1.07M 44,032 -11,724 -21%
SPC
223
Sigma Planning Corp
Michigan
$1M 41,451 +3,000 +8%
BSAM
224
Blue Square Asset Management
New York
$990K 40,901 +131 +0.3%
HS
225
Horan Securities
United States
$970K 40,063 -316 -0.8%
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