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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
SWM
326
Shelton Wealth Management
Texas
-$8.6M -376,011 Closed
ISFAN
327
Investor's Fiduciary Advisor Network
Washington
-$2.38M -103,952 Closed
TRCT
328
Tower Research Capital (TRC)
New York
-$1.78M -77,677 Closed
RFC
329
Regions Financial Corp
Alabama
-$654K -28,605 Closed
FWM
330
Focused Wealth Management
New York
-$460K -20,095 Closed
IA
331
IFG Advisory
Georgia
-$331K -14,484 Closed
SFB
332
STAR Financial Bank
Indiana
-$312K -13,656 Closed
PCA
333
Prosperity Capital Advisors
Ohio
-$263K -11,502 Closed
RFG
334
RFP Financial Group
Georgia
-$253K -11,047 Closed
LPT
335
Legacy Private Trust
Wisconsin
-$223K -9,758 Closed
CA
336
CGN Advisors
Kansas
-$207K -9,058 Closed
PMG
337
Private Management Group
California
-$202K -8,825 Closed
LWANC
338
Laurel Wealth Advisors (North Carolina)
North Carolina
-$142K -6,200 Closed
UBS AM
339
UBS AM
Illinois
-$80.5K -3,518 Closed
HC
340
Hara Capital
Washington
-$76.5K -3,346 Closed
KBFS
341
Kohmann Bosshard Financial Services
Ohio
-$48.4K -2,115 Closed
PWPS
342
Pinnacle Wealth Planning Services
Ohio
-$45.5K -1,989 Closed
EWA
343
EverSource Wealth Advisors
Alabama
-$7.8K -341 Closed