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iShares iBonds Dec 2026 Term Treasury ETF

323 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 106

4% more funds holding

Funds holding: 312323 (+11)

2% less capital invested

Capital invested by funds: $1.95B → $1.91B (-$34.4M)

2.64% less ownership

Funds ownership: 83.42%80.78% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
323
Holders Change
+11
Holders Change %
+3.53%
% of All Funds
3.98%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
38
Increased
127
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$135M -$14.9M -650,692 -10%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$104M -$3.8M -166,007 -4%
Bank of America
3
Bank of America
North Carolina
$95.2M +$4.11M +179,468 +5%
Morgan Stanley
4
Morgan Stanley
New York
$93.5M +$2.39M +104,168 +3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$57.8M -$7.3M -318,921 -11%
CIA
6
Capital Investment Advisors
Georgia
$56.9M -$82.7K -3,613 -0.1%
LPL Financial
7
LPL Financial
California
$54.9M +$3.32M +145,020 +6%
Wells Fargo
8
Wells Fargo
California
$54.2M -$3.38M -147,667 -6%
NA
9
NewEdge Advisors
Louisiana
$44.2M +$2.54M +110,974 +6%
UCFA
10
United Capital Financial Advisors
Texas
$42.6M +$3.98M +173,679 +10%
CWM
11
Connecticut Wealth Management
Connecticut
$41.2M +$10.8M +472,331 +36%
Raymond James Financial
12
Raymond James Financial
Florida
$38.7M -$13.3M -579,471 -26%
UBS Group
13
UBS Group
Switzerland
$36.8M +$477K +20,832 +1%
B
14
Bailard
California
$36.8M -$27.9M -1,218,026 -43%
FAC
15
Financial Advisory Corporation
Michigan
$36.7M -$497K -21,716 -1%
IWC
16
Integrated Wealth Concepts
Massachusetts
$36.6M +$2.92M +127,666 +9%
SL
17
Summitry LLC
California
$35.1M +$159K +6,953 +0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$31.3M +$26.5M +1,156,422 +554%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.1M +$1.86M +81,236 +8%
WANY
20
Wealthspire Advisors (New York)
New York
$23.5M +$19.9M +868,197 +556%
KF
21
Krilogy Financial
Missouri
$21M +$1.21M +52,720 +6%
OFS
22
OneAscent Financial Services
Alabama
$20.8M +$20.7M +906,070 New
HAS
23
Horizon Advisory Services
New York
$20.1M +$407K +17,793 +2%
MIM
24
Moseley Investment Management
Florida
$19.3M +$442K +19,306 +2%
CIC
25
Carnegie Investment Counsel
Ohio
$19.3M -$801K -34,992 -4%