ISHARES IBONDS DEC 2026 TERM (IBDR) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS DEC 2026 TERM (IBDR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mercer Global Advisors Inc, Raymond James Financial Inc, Captrust Financial Advisors, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Financial Group | Buy | +77,308 | — | 77,308 | $1.87M | Q4 2025 | Apr 01, 2026 |
| Cornerstone Planning, Llc | Buy | +595,283 | — | 595,283 | $14.44M | Q4 2025 | Mar 17, 2026 |
| Bank Of New Hampshire | Buy | +9,925 | — | 9,925 | $240.48K | Q4 2025 | Mar 16, 2026 |
| Winthrop Partners - Wny, Llc | Buy | +223,514 | — | 223,514 | $5.42M | Q4 2025 | Mar 12, 2026 |
| Rubicon Advisors, Gp | Buy | +98,035 | — | 98,035 | $2.38M | Q4 2025 | Mar 09, 2026 |
| Brighton Securities Corp. | Buy | +109,522 | — | 109,522 | $2.65M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +275 | — | 275 | $6.66K | Q4 2025 | Mar 04, 2026 |
| Cfo Capital Management Llc | Buy | +9,305 | — | 9,305 | $225.46K | Q4 2025 | Mar 02, 2026 |
| Midfirst Bank | Buy | +70,530 | — | 70,530 | $1.71M | Q4 2025 | Feb 25, 2026 |
| Mv Capital Management, Inc. | Buy | +67,164 | +10.3% | 721,664 | $17.49M | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +13,642 | — | 13,642 | $330.55K | Q4 2025 | Feb 20, 2026 |
| Wick Capital Partners, Llc | Buy | +7,641 | — | 7,641 | $10.82M | Q4 2025 | Feb 20, 2026 |
| Mercer Global Advisors Inc | Buy | +4,136,377 | — | 4,136,377 | $100.26M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +3,240,308 | — | 3,240,308 | $78.51M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +1,046,723 | — | 1,046,723 | $25.36M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +543,836 | — | 543,836 | $13.18M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +484,335 | — | 484,335 | $11.74M | Q4 2025 | Feb 18, 2026 |
| Kintra Wealth, Llc | Buy | +90,154 | — | 90,154 | $2.18M | Q4 2025 | Feb 18, 2026 |
| Stokes Family Office, Llc | Buy | +40,843 | — | 40,843 | $989.63K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +31,072 | — | 31,072 | $752.88K | Q4 2025 | Feb 18, 2026 |
| Kastel Capital Advisors, Llc | Buy | +22,464 | — | 22,464 | $544.30K | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors Llc | Buy | +8,970 | — | 8,970 | $217.34K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +9,766,906 | — | 9,766,906 | $236.65M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +2,917,315 | — | 2,917,315 | $70.69M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,486,976 | — | 1,486,976 | $36.03M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +1,485,934 | — | 1,485,934 | $36.00M | Q4 2025 | Feb 17, 2026 |
| Bulltick Wealth Management, Llc | Buy | +450,515 | — | 450,515 | $10.92M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +330,066 | — | 330,066 | $8.00M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +315,386 | — | 315,386 | $7.64M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +302,955 | — | 302,955 | $7.34M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about IBDR activity
Which institutional owners are buying IBDR?
Institutional owners buying IBDR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBDR activity?
"Buy" means an investor increased their reported position in IBDR compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2026 TERM (IBDR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBDR increasing?
Institutional interest in IBDR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.