Who Owns iShares iBonds Dec 2026 Term Corporate ETF (IBDR)?Hedge Fund & Institutional Holders

$24.20+0.01 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.3855441040001e+244T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$23.99$24.07$24.16$24.24$24.32Sep 24Jun 25Mar 26

IBDR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
HM PAYSON & CONew Position+4.3M+$103.8M
Align Financial, LLCNew Position+88K+$88.3M
Farmers National BankIncreased+3K+$80.3M
Sanctuary Advisors, LLCNew Position+1.9M+$46.5M
Sarver Vrooman Wealth AdvisorsNew Position+1.9M+$44.9M
Gratus Wealth Advisors, LLCNew Position+1.4M+$34.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.4M+$34.0M
MV CAPITAL MANAGEMENT, INC.New Position+1.4M+$33.4M
HOWLAND CAPITAL MANAGEMENT LLCNew Position+1.3M+$32.5M
RVW Wealth, LLCNew Position+1.3M+$31.9M
Kathmere Capital Management, LLCNew Position+1.3M+$31.0M
SIGMA INVESTMENT COUNSELORS INCNew Position+1.2M+$29.2M
TRUIST FINANCIAL CORPNew Position+831K+$20.1M
REBALANCE, LLCNew Position+773K+$18.7M
BENJAMIN EDWARDS INCNew Position+753K+$18.2M

IBDR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Lido Advisors, LLCDecreased-14K-$87.2B
ROYAL BANK OF CANADADecreased-17K-$36.5B
WELLS FARGO & COMPANY/MNDecreased-39K-$30.5B
TABR Capital Management, LLCClosed Position-1.1M-$26.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-808K-$21.6B
Summit Asset Management, LLCDecreased-694K-$17.4B
STIFEL FINANCIAL CORPDecreased-257K-$15.2B
Mesirow Financial Investment Management, Inc.Decreased-124K-$13.8B
Baltimore-Washington Financial Advisors, Inc.Decreased-747-$11.9B
CITADEL ADVISORS LLCClosed Position-422K-$10.2B
IFP Advisors, IncDecreased-13K-$10.0B
OSAIC HOLDINGS, INC.Decreased-39K-$9.0B
InvesTrustDecreased-11K-$8.4B
Summit Financial, LLCDecreased-314K-$8.1B
JPMORGAN CHASE & CODecreased-101K-$7.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Farmers National Bank57,183$1.4B0.31%Share
2BANK OF AMERICA CORP /DE/4,312,466$104.0M0.01%Share
3MERCER GLOBAL ADVISORS INC /ADV4,136,377$100.0M0.15%Share
4LPL Financial LLC4,047,513$98.0M0.03%Share
5MORGAN STANLEY3,864,009$93.0M0.01%Share
6HM PAYSON & CO3,750,747$90.9M1.28%Share
7Align Financial, LLC88,343$88.3M0.05%Share
8Lido Advisors, LLC3,578,482$86.0M0.26%Share
9BANK OF AMERICA CORP /DE/3,522,373$85.0M0.01%Share
10CAPTRUST FINANCIAL ADVISORS2,917,315$70.0M0.13%Share
11RAYMOND JAMES FINANCIAL INC2,415,583$58.0M0.02%Share
12Sound View Wealth Advisors Group, LLC2,013,302$48.8M3.27%Share
13BANK OF AMERICA CORP /DE/1,927,900$46.0M0.00%Share
14Sarver Vrooman Wealth Advisors1,854,991$44.9M25.63%Share
15AMERIPRISE FINANCIAL INC1,479,537$35.0M0.01%Share
16Gratus Wealth Advisors, LLC1,436,539$34.8M4.83%Share
17COMMONWEALTH EQUITY SERVICES, LLC1,408,626$34.0M0.05%Share
18HighTower Advisors, LLC1,396,686$33.0M0.04%Share
19HOWLAND CAPITAL MANAGEMENT LLC1,340,214$32.5M1.24%Share
20ROYAL BANK OF CANADA1,338,563$32.0M0.01%Share
21RVW Wealth, LLC1,318,361$31.9M2.44%Share
22Focus Partners Wealth1,298,892$31.0M0.04%Share
23Kathmere Capital Management, LLC1,278,379$31.0M2.09%Share
24SIGMA INVESTMENT COUNSELORS INC1,204,934$29.2M1.48%Share
25SHUFRO ROSE & CO LLC1,191,011$28.9M1.95%Share
26Stratos Wealth Partners, LTD.1,039,454$25.2M0.28%Share
27NewEdge Advisors, LLC1,046,723$25.0M0.09%Share
28NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO82,303$24.1M0.02%Share
29Mariner, LLC965,566$23.0M0.03%Share
30WELLS FARGO & COMPANY/MN975,790$23.0M0.00%Share
31IFS Advisors, LLC936,131$22.7M11.78%Share
32TRUIST FINANCIAL CORP830,956$20.1M0.03%Share
33Kestra Advisory Services, LLC851,544$20.0M0.08%Share
34Venture Visionary Partners LLC829,557$20.0M0.65%Share
35COWA, LLC817,998$19.2M5.84%Share
36RAYMOND JAMES FINANCIAL INC795,537$19.0M0.01%Share
37Journey Advisory Group, LLC775,428$18.8M1.58%Share
38REBALANCE, LLC772,737$18.7M1.09%Share
39MV CAPITAL MANAGEMENT, INC.721,664$17.5M1.68%Share
40BENJAMIN EDWARDS INC715,307$17.3M0.19%Share
41US BANCORP \DE\712,370$17.3M0.02%Share
42Klingman & Associates, LLC712,284$17.3M0.83%Share
43MV CAPITAL MANAGEMENT, INC.654,500$15.9M1.53%Share
44NovaPoint Capital, LLC651,647$15.8M4.07%Share
45Sanctuary Advisors, LLC639,888$15.5M0.08%Share
46WEALTH ENHANCEMENT ADVISORY SERVICES, LLC622,030$15.1M0.02%Share
47Glenview Trust Co629,015$15.0M0.23%Share
48CENTRAL TRUST Co598,920$14.5M0.28%Share
49Strid Group, LLC589,521$14.3M1.78%Share
50CWM, LLC586,464$14.2M0.04%Share

IBDR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025444$4.1B+231
Q3 2025213$1.5T-179
Q2 2025392$2.0T-9
Q1 2025401$2.3T+97
Q4 2024304$332.5T+68
Q3 2024236$1235.8T+9
Q2 2024227$1079.8T+15
Q1 2024212$937.0T—

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As of Q4 2025, 50 institutional investors hold IBDR (iShares iBonds Dec 2026 Term Corporate ETF). The largest holder is Farmers National Bank with $1.4B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDR?

As of Q4 2025, 50 institutional investors report holding IBDR (iShares iBonds Dec 2026 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDR?

The largest institutional holder of IBDR is Farmers National Bank with $1.4B in shares.

Is institutional ownership of IBDR increasing or decreasing?

This quarter, 14 institutions opened new positions in IBDR and 2 closed their positions.