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iShares iBonds Dec 2026 Term Treasury ETF

106 hedge funds and large institutions have $282M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $264M → $282M (+$18.5M)

6% more funds holding

Funds holding: 100106 (+6)

8.76% less ownership

Funds ownership: 81.11%72.35% (-8.8%)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
62
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.71M +$289K +12,820 +12%
KF
27
Krilogy Financial
Missouri
$2.62M +$110K +4,892 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.58M +$911K +40,401 +54%
Jane Street
29
Jane Street
New York
$2.35M +$853K +37,829 +57%
OPA
30
Old Port Advisors
Maine
$2.16M +$2.16M +95,930 New
HighTower Advisors
31
HighTower Advisors
Illinois
$2.1M -$358K -15,861 -14%
DADC
32
D.A. Davidson & Co
Montana
$1.99M +$105K +4,680 +6%
SWA
33
Stratos Wealth Advisors
Ohio
$1.93M +$1.09M +48,352 +128%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.85M +$1.85M +82,132 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.71M -$684K -30,323 -29%
SWM
36
Stockman Wealth Management
Montana
$1.35M +$549K +24,372 +68%
Stifel Financial
37
Stifel Financial
Missouri
$1.29M +$219K +9,724 +20%
Creative Planning
38
Creative Planning
Kansas
$1.29M +$170K +7,520 +15%
CFS
39
Cannon Financial Strategists
Georgia
$1.23M +$11.3K +501 +0.9%
Citadel Advisors
40
Citadel Advisors
Florida
$1.21M +$251K +11,140 +26%
ICG
41
InterOcean Capital Group
Tennessee
$1.19M +$370K +16,410 +45%
WANY
42
Wealthspire Advisors (New York)
New York
$1.14M +$401K +17,775 +54%
SWM
43
Scissortail Wealth Management
Oklahoma
$1.02M +$1.03M +45,547 New
TFS
44
Thoroughbred Financial Services
Tennessee
$1.01M +$143K +6,351 +16%
ABC
45
Associated Banc-Corp
Wisconsin
$915K +$537K +23,828 +141%
BWFA
46
Baltimore-Washington Financial Advisors
Maryland
$887K -$40.6K -1,801 -4%
PAS
47
Park Avenue Securities
New York
$871K +$226K +10,024 +35%
MA
48
MKT Advisors
California
$845K +$575K +25,529 +208%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$822K +$25.2K +1,118 +3%
Ameriprise
50
Ameriprise
Minnesota
$730K +$274K +12,136 +60%