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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
SFO
201
Stokes Family Office
Louisiana
$1.4M -$70.9K -2,935 -5%
RFN
202
Redwood Financial Network
Ohio
$1.4M +$7.78K +322 +0.6%
HAC
203
Harbor Advisory Corp
New Hampshire
$1.39M
DAS
204
Diversify Advisory Services
Utah
$1.37M +$36.4K +1,507 +3%
ACS
205
Archford Capital Strategies
Illinois
$1.37M -$57.5K -2,380 -4%
OPOWM
206
One Plus One Wealth Management
Florida
$1.36M +$202K +8,378 +18%
NC
207
NovaPoint Capital
Georgia
$1.34M +$498K +20,633 +60%
GAM
208
Gould Asset Management
California
$1.33M +$69.8K +2,890 +6%
BFG
209
Beacon Financial Group
Texas
$1.3M +$124K +5,137 +11%
HC
210
Hurley Capital
New York
$1.3M +$9.25K +383 +0.7%
FNB
211
Farmers National Bank
Kentucky
$1.29M +$870 +36 +0.1%
DC
212
Davenport & Co
Virginia
$1.28M
EW
213
Element Wealth
Mississippi
$1.26M -$14.5K -601 -1%
JBA
214
Johnson Bixby & Associates
Washington
$1.21M +$13.5K +560 +1%
RWP
215
Reliant Wealth Planning
Kentucky
$1.2M +$55.1K +2,282 +5%
GI
216
GAMMA Investing
California
$1.2M -$3.63M -150,370 -75%
CPRC
217
Consolidated Portfolio Review Corp
New York
$1.19M +$87.5K +3,624 +8%
GHA
218
Granite Harbor Advisors
Texas
$1.18M +$656K +27,141 +127%
1L
219
10Elms LLP
Oklahoma
$1.17M +$27.8K +1,150 +2%
OIA
220
OneDigital Investment Advisors
Kansas
$1.1M +$27.3K +1,131 +3%
MFWP
221
Mosaic Family Wealth Partners
Missouri
$1.09M +$355K +14,705 +48%
TC
222
TFR Capital
Texas
$1.09M +$520K +21,510 +92%
FTUS
223
Flow Traders U.S.
New York
$1.09M +$1.08M +44,851 New
GCG
224
Gilbert Capital Group
Maine
$1.07M +$1.06M +43,990 New
SPC
225
Sigma Planning Corp
Michigan
$997K -$8.55K -354 -0.9%

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.