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iShares iBonds Dec 2026 Term Treasury ETF

264 hedge funds and large institutions have $1.47B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15% more capital invested

Capital invested by funds: $1.28B → $1.47B (+$187M)

6% more funds holding

Funds holding: 248264 (+16)

0.85% less ownership

Funds ownership: 81.55%80.71% (-0.85%)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
30
Increased
143
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AllSquare Wealth Management
New York
$158K
WT
227
Washington Trust
Rhode Island
$158K -$40K -1,750 -20%
CTWM
228
Cherry Tree Wealth Management
Minnesota
$150K +$47.4K +2,075 +47%
LWANC
229
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K
SWC
230
Spectrum Wealth Counsel
Indiana
$115K
WSFS
231
Wilmington Savings Fund Society
Delaware
$115K
AF
232
Advisornet Financial
Minnesota
$108K +$114 +5 +0.1%
EB
233
Eastern Bank
Massachusetts
$99.1K -$13.4K -585 -12%
NP
234
NorthRock Partners
Minnesota
$96.3K +$96K +4,200 New
PGAM
235
Princeton Global Asset Management
New Jersey
$80.3K +$80K +3,500 New
HC
236
Hara Capital
Washington
$76.8K
PTC
237
Private Trust Company
Ohio
$75.5K
BWL
238
Bogart Wealth LLC
Virginia
$74.2K -$2.19K -96 -3%
BOJHT
239
Bank of Jackson Hole Trust
Wyoming
$73.4K +$31K +1,355 +73%
AWM
240
AE Wealth Management
Kansas
$67.8K
CWM
241
Centricity Wealth Management
Ohio
$64.2K
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$50.1K +$49.9K +2,185 New
TCM
243
TD Capital Management
Tennessee
$46.2K +$297 +13 +0.6%
CAL
244
Capital Analysts LLC
Pennsylvania
$46K
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$45.5K +$8.79K +385 +24%
JP Morgan Chase
246
JP Morgan Chase
New York
$38.1K +$31.6K +1,382 +499%
RF
247
Robbins Farley
New Hampshire
$32.4K
HIA
248
Harbor Investment Advisory
Maryland
$27.5K +$27.4K +1,200 New
LWA
249
Lowe Wealth Advisors
Maryland
$27.5K +$27.4K +1,200 New
CAM
250
Costello Asset Management
Pennsylvania
$27K +$914 +40 +4%