We are live on ! Find out more
IBDR icon

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
Bank of America
1
Bank of America
North Carolina
$218M +$304K +12,600 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$104M +$2.16M +89,258 +2%
HPC
3
HM Payson & Co
Maine
$77.5M +$10.7M +440,848 +16%
Lido Advisors
4
Lido Advisors
California
$76M
LPL Financial
5
LPL Financial
California
$70.6M +$6.96M +287,989 +11%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$68.4M +$5.99M +247,742 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$63.6M +$5.53M +228,806 +10%
CAI
8
Capital Advisors Inc
Oklahoma
$60.6M +$2.96M +122,483 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$60.1M +$3.74M +154,712 +7%
SVWA
10
Sarver Vrooman Wealth Advisors
Missouri
$42.5M +$204K +8,426 +0.5%
SVWAG
11
Sound View Wealth Advisors Group
Georgia
$41.5M +$7.27M +301,106 +21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$35.4M -$445K -18,412 -1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$34.1M +$5.67M +234,883 +20%
Ameriprise
14
Ameriprise
Minnesota
$33.3M -$18.5M -763,896 -36%
GWA
15
Gratus Wealth Advisors
Virginia
$32.1M +$663K +27,431 +2%
Wells Fargo
16
Wells Fargo
California
$31.8M -$569K -23,535 -2%
HCM
17
Howland Capital Management
Massachusetts
$30M +$1.01M +41,627 +3%
KCM
18
Kathmere Capital Management
Pennsylvania
$27.5M +$1.19M +49,274 +5%
SIC
19
Sigma Investment Counselors
Michigan
$27.4M +$755K +31,247 +3%
RW
20
RVW Wealth
California
$26.5M +$1.7M +70,253 +7%
SRC
21
Shufro Rose & Co
New York
$26.5M -$380K -15,719 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$26.2M +$247K +10,220 +1%
TCM
23
TABR Capital Management
California
$25.7M +$506K +20,930 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$25.6M +$184K +7,627 +0.7%
WIC
25
Woodmont Investment Counsel
Tennessee
$23.5M -$1.43M -59,065 -6%

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.