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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 %
Bank of America
1
Bank of America
North Carolina
$217M 8,961,930 +560,245 +7%
Morgan Stanley
2
Morgan Stanley
New York
$101M 4,180,253 +210,718 +5%
HPC
3
HM Payson & Co
Maine
$66.7M 2,755,765 +537,517 +24%
Lido Advisors
4
Lido Advisors
California
– – – –
LPL Financial
5
LPL Financial
California
$63.5M 2,622,627 +333,808 +15%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$62.3M 2,573,674 +371,132 +17%
Raymond James Financial
7
Raymond James Financial
Florida
$58M 2,394,660 +337,228 +16%
CAI
8
Capital Advisors Inc
Oklahoma
$57.6M 2,377,526 +158,527 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$56.2M 2,322,476 +15,905 +0.7%
Ameriprise
10
Ameriprise
Minnesota
$51.7M 2,136,606 -2,137,101 -50%
SVWA
11
Sarver Vrooman Wealth Advisors
Missouri
$42.2M 1,744,976 +1,744,976 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$35.8M 1,477,727 +224,255 +18%
SVWAG
13
Sound View Wealth Advisors Group
Georgia
$34.1M 1,409,703 +102,347 +8%
Wells Fargo
14
Wells Fargo
California
$32.3M 1,334,759 -1,564,994 -54%
GWA
15
Gratus Wealth Advisors
Virginia
$31.4M 1,297,632 +39,467 +3%
HCM
16
Howland Capital Management
Massachusetts
$28.9M 1,194,473 -4,327 -0.4%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$28.4M 1,171,737 +285,311 +32%
SRC
18
Shufro Rose & Co
New York
$26.8M 1,108,718 -338,080 -23%
SIC
19
Sigma Investment Counselors
Michigan
$26.6M 1,098,415 +25,418 +2%
KCM
20
Kathmere Capital Management
Pennsylvania
$26.3M 1,085,993 +99,007 +10%
HighTower Advisors
21
HighTower Advisors
Illinois
$25.9M 1,070,732 +1,070,732 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$25.3M 1,046,632 +213,618 +26%
TCM
23
TABR Capital Management
California
$25.2M 1,040,808 +31,542 +3%
Renaissance Technologies
24
Renaissance Technologies
New York
$25M 1,034,008 +454,208 +78%
WIC
25
Woodmont Investment Counsel
Tennessee
$24.9M 1,029,630 -6,027 -0.6%
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