iShares iBonds Dec 2026 Term Corporate ETF
IBDR
438 hedge funds and large institutions have $2.72B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 96 reducing their positions, and 32 closing their positions.
125% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 32
124% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 96
57% more funds holding in top 10
Funds holding in top 10: 14 → 22 (+8)
13% more capital invested
Capital invested by funds: $2.41B → $2.72B (+$303M)
8% more funds holding
Funds holding: 404 → 438 (+34)
2.46% more ownership
Funds ownership: 66% → 68.46% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$34.4M |
| 2 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$19.8M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
+$17.5M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$17.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$16.8M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$11.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.2M |
| 4 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
-$10.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$6.23M |
IBDR Hedge Fund Activity: Q4 2025 in Review
438 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2025, worth a combined $2.72B — up 13% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IBDR positions and 32 closed out — a net gain of 40 holders — while 215 added to existing stakes and 96 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $34.4M. The largest seller was Summit Asset Management, cutting an estimated $16.8M.
- 438 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2025, up from 404 in Q3 2025.
- Funds reported $2.72B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2025, up 13% quarter-over-quarter.
- 72 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2025 and 32 closed out, a net change of +40 holders.
- The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2025 was CAPTRUST Financial Advisors, an estimated $34.4M added.
- The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2025 was Summit Asset Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2025.