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iShares iBonds Dec 2026 Term Treasury ETF

277 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 71 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$121M
Morgan Stanley
2
Morgan Stanley
New York
$87.3M
Bank of America
3
Bank of America
North Carolina
$83.5M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$72.5M
Wells Fargo
5
Wells Fargo
California
$66.3M
CIA
6
Capital Investment Advisors
Georgia
$53.6M
NA
7
NewEdge Advisors
Louisiana
$40.8M
Raymond James Financial
8
Raymond James Financial
Florida
$40.8M
UBS Group
9
UBS Group
Switzerland
$34.7M
SL
10
Summitry LLC
California
$33.4M
FAC
11
Financial Advisory Corporation
Michigan
$32.6M
IWC
12
Integrated Wealth Concepts
Massachusetts
$30.8M
LPL Financial
13
LPL Financial
California
$27.7M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$25.9M
AWM
15
Apollon Wealth Management
South Carolina
$22.7M
CWM
16
Connecticut Wealth Management
Connecticut
$19.2M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$18M
DP
18
Denver PWM
Colorado
$17.9M
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.1M
CIC
20
Carnegie Investment Counsel
Ohio
$16.8M
UCFA
21
United Capital Financial Advisors
Texas
$15.5M
KF
22
Krilogy Financial
Missouri
$15.3M
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$14.9M
SWP
24
Stratos Wealth Partners
Ohio
$14.7M
MCM
25
MV Capital Management
Maryland
$13.5M