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iShares iBonds Dec 2026 Term Treasury ETF

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
226
Cherry Tree Wealth Management
Minnesota
$150K +$47.6K +2,075 +47%
LWANC
227
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K
SWC
228
Spectrum Wealth Counsel
Indiana
$115K
WSFS
229
Wilmington Savings Fund Society
Delaware
$115K
AF
230
Advisornet Financial
Minnesota
$108K +$115 +5 +0.1%
EB
231
Eastern Bank
Massachusetts
$99.1K -$13.4K -585 -12%
NP
232
NorthRock Partners
Minnesota
$96.3K +$96.3K +4,200 New
PGAM
233
Princeton Global Asset Management
New Jersey
$80.3K +$80.3K +3,500 New
HC
234
Hara Capital
Washington
$76.8K
PTC
235
Private Trust Company
Ohio
$75.5K
BWL
236
Bogart Wealth LLC
Virginia
$74.2K -$2.2K -96 -3%
BOJHT
237
Bank of Jackson Hole Trust
Wyoming
$73.4K +$31.1K +1,355 +73%
AWM
238
AE Wealth Management
Kansas
$67.8K
CWM
239
Centricity Wealth Management
Ohio
$64.2K
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$50.1K +$50.1K +2,185 New
TCM
241
TD Capital Management
Tennessee
$46.2K +$298 +13 +0.6%
CAL
242
Capital Analysts LLC
Pennsylvania
$46K
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$45.5K +$8.83K +385 +24%
JPMorgan Chase & Co
244
JPMorgan Chase & Co
New York
$38.1K +$31.7K +1,382 +499%
RF
245
Robbins Farley
New Hampshire
$32.4K
HIA
246
Harbor Investment Advisory
Maryland
$27.5K +$27.5K +1,200 New
LWA
247
Lowe Wealth Advisors
Maryland
$27.5K +$27.5K +1,200 New
CAM
248
Costello Asset Management
Pennsylvania
$27K +$918 +40 +4%
HWM
249
Hemington Wealth Management
Virginia
$27K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$25.5K