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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
AC
26
Apella Capital
Connecticut
$17.8M +$224K +9,767 +1%
MA
27
MKT Advisors
California
$17.8M +$511K +22,335 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$17.6M -$489K -21,351 -3%
MCM
29
MV Capital Management
Maryland
$15.9M +$825K +36,012 +5%
SWP
30
Stratos Wealth Partners
Ohio
$15.9M +$436K +19,028 +3%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$1.07M +46,638 +7%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$2.45M +107,195 +19%
DP
33
Denver PWM
Colorado
$15.3M -$2.57M -112,199 -14%
BlackRock
34
BlackRock
New York
$15.1M +$8.77M +383,148 +138%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$14.7M +$1.19M +51,751 +9%
DWA
36
Delta Wealth Advisors
Indiana
$14.1M +$2.82M +123,288 +25%
SWM
37
Scissortail Wealth Management
Oklahoma
$14M +$1.99M +87,006 +17%
SWA
38
Stratos Wealth Advisors
Ohio
$13.8M -$19.5M -852,028 -59%
BW
39
BIP Wealth
Georgia
$12.1M +$1.56M +68,125 +15%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$12.1M +$1.65M +71,872 +16%
WMS
41
Wealth Management Strategies
Pennsylvania
$11.8M -$52K -2,273 -0.4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$11.3M -$603K -26,332 -5%
SVWAG
43
Sound View Wealth Advisors Group
Georgia
$11.3M -$58.9K -2,574 -0.5%
TAM
44
Titleist Asset Management
Texas
$11.1M +$3.47M +151,478 +45%
BWFA
45
Baltimore-Washington Financial Advisors
Maryland
$11.1M +$769K +33,583 +7%
AAIM
46
Asset Advisors Investment Management
Georgia
$11.1M +$230K +10,066 +2%
CW
47
CreativeOne Wealth
Kansas
$10.9M +$636K +27,775 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$10.8M -$1.34M -58,718 -11%
Stifel Financial
49
Stifel Financial
Missouri
$10.4M +$185K +8,061 +2%
SA
50
Sanctuary Advisors
Indiana
$9.8M +$180K +7,870 +2%