iShares iBonds Dec 2026 Term Co (IBDR) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IBDR?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares iBonds Dec 2026 Term Co, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IBDR?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares iBonds Dec 2026 Term Co.

Is institutional money flowing into IBDR?

74 institutional investors hold iShares iBonds Dec 2026 Term Co (IBDR). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IBDR?

Track institutional sentiment and conviction scores for iShares iBonds Dec 2026 Term Co (IBDR) including Smart Money Verdict and position changes on HoldingsIntel.

iShares iBonds Dec 2026 Term Co

IBDR·46435GAA0·US·etf·Unknown - Unknown

IBONDS DEC2026

IBDR (iShares iBonds Dec 2026 Term Co) is held by 74 institutional investors as of Q4 2025. Largest holders: BANK OF AMERICA CORP /DE/ ($236.7M), MERCER GLOBAL ADVISORS INC /ADV ($100.3M), LPL Financial LLC ($98.1M). Net institutional sentiment: Bullish.

Holders

Avg rating(13 Elite)

$1.3B

Total Value

67% (79)

Fund Consensus

49 buying - 24 selling

Smart Money VerdictView all

65Positive Momentum (Unconfirmed)Single Source

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See how IBDR's score breaks down across 4 SEC sources

Held by 74 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	9.8M(+5.9%)	$236.7M	0.0%	+4.75%	33
MERCER GLOBAL ADVISORS INC /ADV	Increased	4.1M(+15.5%)	$100.3M	0.2%	+7.37%	41
LPL Financial LLC	Increased	4M(+18.6%)	$98.1M	0.0%	+6.10%	35
MORGAN STANLEY	Increased	3.9M(+4.6%)	$94M	0.0%	+7.60%	31
Lido Advisors, LLC	Decreased	3.6M(-0.4%)	$87M	0.3%	+5.61%	0
RAYMOND JAMES FINANCIAL INC	Increased	3.2M(+20.5%)	$78.5M	0.0%	+3.93%	35
CAPTRUST FINANCIAL ADVISORS	Increased	2.9M(+94.7%)	$70.7M	0.1%	+3.21%	56
AMERIPRISE FINANCIAL INC	Increased	1.5M(+2.1%)	$36M	0.0%	+10.52%	30
ROYAL BANK OF CANADA	Decreased	1.5M(-1.1%)	$36M	0.0%	+4.90%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.4M(+25.4%)	$34.1M	0.0%	+7.35%	36
HighTower Advisors, LLC	Increased	1.4M(+11.5%)	$33.8M	0.0%	+9.88%	32
Focus Partners Wealth	Increased	1.3M(+61.4%)	$31.5M	0.0%	+4.17%	42
WELLS FARGO & COMPANY/MN	Decreased	1.2M(-3.1%)	$29.5M	0.0%	+10.76%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.1M(+21.0%)	$26.1M	0.0%	+7.36%	34
NewEdge Advisors, LLC	Increased	1M(+15.6%)	$25.4M	0.1%	+8.97%	33
Mariner, LLC	Increased	982,857(+275.6%)	$23.8M	0.0%	+1.99%	46
Kestra Advisory Services, LLC	Increased	851,544(+14.1%)	$20.6M	0.1%	+8.25%	32
TRUIST FINANCIAL CORP	Increased	830,956(+0.7%)	$20.1M	0.0%	+12.54%	29
US BANCORP \DE\	Increased	774,107(+10.3%)	$18.8M	0.0%	+9.54%	31
BENJAMIN EDWARDS INC	Increased	752,932(+4.0%)	$18.2M	0.2%	+5.84%	35
Sanctuary Advisors, LLC	Increased	639,888(+45.0%)	$15.5M	0.1%	+5.17%	38
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	622,030(-4.1%)	$15.1M	0.0%	+4.22%	0
Beacon Pointe Advisors, LLC	Increased	543,836(+8.4%)	$13.2M	0.1%	+10.82%	30
EP Wealth Advisors, LLC	Decreased	484,335(-22.1%)	$11.7M	0.1%	+4.74%	0
Allworth Financial LP	Increased	413,069(+25.7%)	$10M	0.0%	+7.09%	34
BlackRock, Inc.	Increased	370,904(+368.7%)	$9M	0.0%	+0.97%	44
STIFEL FINANCIAL CORP	Decreased	369,292(-41.0%)	$8.9M	0.0%	+11.26%	0
OSAIC HOLDINGS, INC.	Decreased	330,066(-10.6%)	$8M	0.0%	+11.16%	0
OneDigital Investment Advisors LLC	Increased	318,248(+348.6%)	$7.7M	0.1%	+0.80%	44
Cetera Investment Advisers	Increased	315,386(+9.3%)	$7.6M	0.0%	+5.87%	30
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	302,955(+18.1%)	$7.3M	0.0%	+10.24%	32
Merit Financial Group, LLC	Increased	289,005(+16.6%)	$7M	0.1%	+2.21%	32
Private Advisor Group, LLC	Increased	263,933(+3.7%)	$6.4M	0.0%	+6.08%	28
Integrated Wealth Concepts LLC	Decreased	236,679(-0.5%)	$5.7M	0.1%	+6.91%	0
REGIONS FINANCIAL CORP	Increased	219,741(+102.1%)	$5.3M	0.0%	+3.46%	44
JPMORGAN CHASE & CO	Decreased	217,067(-31.8%)	$5.3M	0.0%	+4.66%	0
Creative Planning	Increased	205,359(+11.6%)	$5M	0.0%	+9.80%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	161,252(-43.0%)	$3.9M	0.0%	+11.83%	0
JONES FINANCIAL COMPANIES LLLP	Increased	154,492(+47.1%)	$3.7M	0.0%	+2.15%	36
DEUTSCHE BANK AG\	Decreased	148,989(-13.1%)	$3.6M	0.0%	+3.58%	0
FIRST MANHATTAN CO. LLC.	Increased	106,889(+30.4%)	$2.6M	0.0%	+3.60%	33
Equitable Holdings, Inc.	Increased	104,537(+164.6%)	$2.5M	0.0%	+0.65%	42
MML INVESTORS SERVICES, LLC	Increased	95,352(+5.0%)	$2.3M	0.0%	+9.80%	27
Sequoia Financial Advisors, LLC	Unchanged	79,971	$1.9M	0.0%	+2.63%	0
TD Waterhouse Canada Inc.	Decreased	55,774(-21.0%)	$1.4M	0.0%	+7.80%	0
DAVENPORT & Co LLC	Increased	52,696(+0.0%)	$1.3M	0.0%	+3.86%	25
Steward Partners Investment Advisory, LLC	Decreased	46,400(-4.8%)	$1.1M	0.0%	+2.78%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	45,209(+49.0%)	$1.1M	0.0%	+2.64%	35
COMERICA BANK	Decreased	40,719(-21.9%)	$986,621	0.0%	+8.75%	0
HB Wealth Management, LLC	Decreased	38,587(-2.3%)	$934,963	0.0%	+3.86%	0
Bank of New York Mellon Corp	Increased	37,600(+12.8%)	$911,031	0.0%	+6.95%	28
Rockefeller Capital Management L.P.	Increased	34,230(+9.9%)	$829,292	0.0%	+7.83%	27
Farther Finance Advisors, LLC	Increased	31,819(+98.5%)	$770,964	0.0%	+1.37%	40
Vident Advisory, LLC	Decreased	31,072(-50.0%)	$752,875	0.0%	+3.86%	0
Baird Financial Group, Inc.	Increased	23,748(+4.0%)	$575,402	0.0%	+9.34%	25
BANK OF MONTREAL /CAN/	Increased	23,486(+538.4%)	$569,077	0.0%	+0.81%	39
Neuberger Berman Group LLC	Increased	22,205(+33.1%)	$538,027	0.0%	+7.54%	31
GOLDMAN SACHS GROUP INC	New	15,294	$370,574	0.0%	+0.21%	36
Aptus Capital Advisors, LLC	Increased	14,764(+131.6%)	$357,732	0.0%	+0.76%	38
Wealthspire Advisors, LLC	Unchanged	14,305	$346,611	0.0%	+8.50%	0
Savant Capital, LLC	Decreased	12,109(-10.2%)	$293,395	0.0%	+12.55%	0
CIBC Private Wealth Group LLC	Increased	10,033(+3.5%)	$243,097	0.0%	+6.17%	24
RWA WEALTH PARTNERS, LLC	Unchanged	8,277	$200,552	0.0%	+2.63%	0
FMR LLC	Increased	7,293(+140.1%)	$176,705	0.0%	+1.35%	25
FIFTH THIRD BANCORP	Increased	6,261(+189.3%)	$151,704	0.0%	+2.74%	36
AE Wealth Management LLC	Increased	5,992(+34.0%)	$145,196	0.0%	+1.47%	29
NATIONAL BANK OF CANADA /FI/	Decreased	2,947(-7.0%)	$71,376	0.0%	+5.13%	0
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	2,000	$48,560	0.0%	+10.41%	0
Federation des caisses Desjardins du Quebec	Unchanged	1,211	$29,343	0.0%	+9.03%	0
ASSETMARK, INC	Increased	952(+8.7%)	$23,067	0.0%	+2.43%	14
BNP PARIBAS FINANCIAL MARKETS	Unchanged	30	$727	0.0%	+1.38%	0
HRT FINANCIAL LP	New	19,622	$475	0.0%	+0.21%	15
CITIGROUP INC	New	14	$339	0.0%	+0.21%	17
HUNTINGTON NATIONAL BANK	Decreased	1(-99.5%)	$24	0.0%	+5.25%	0
BARCLAYS PLC	Exited	0(-100.0%)	$452,758	0.0%	+10.18%	0
Corient Private Wealth LLC	Exited	0(-100.0%)	$1.8M	0.0%	+9.68%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$1.1M	0.0%	+3.65%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$2.5M	0.0%	+5.59%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$10.2M	0.0%	+1.17%	0

iShares iBonds Dec 2026 Term Co

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