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iShares iBonds Dec 2026 Term Treasury ETF

159 hedge funds and large institutions have $609M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
159
Holders Change
+53
Holders Change %
+50%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
73
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.06M +$4.33M +189,385 +588%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$4.82M +$1.18M +51,647 +32%
Mariner
28
Mariner
Kansas
$4.63M +$965K +42,222 +26%
RJA
29
Raymond James & Associates
Florida
$4.6M +$386K +16,890 +9%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.07M +$470K +20,561 +13%
CTC
31
Central Trust Company
Missouri
$4M +$813K +35,584 +26%
OPA
32
Old Port Advisors
Maine
$3.76M +$1.57M +68,696 +72%
AF
33
Allworth Financial
California
$3.73M +$3.53M +154,243 +1,738%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.56M +$443K +19,366 +14%
CCB
35
Country Club Bank
Missouri
$2.87M -$13K -568 -0.5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.86M +$239K +10,461 +9%
DADC
37
D.A. Davidson & Co
Montana
$2.64M +$612K +26,787 +30%
HPC
38
HM Payson & Co
Maine
$2.52M +$2.52M +110,132 New
SWA
39
Stratos Wealth Advisors
Ohio
$2.46M +$492K +21,522 +25%
GRP
40
Global Retirement Partners
California
$2.27M +$2.16M +94,401 +2,051%
MA
41
MKT Advisors
California
$2.16M +$1.3M +57,045 +151%
AWP
42
Accretive Wealth Partners
New Jersey
$2.11M +$2.11M +92,168 New
LF
43
Lantz Financial
Illinois
$2.01M +$2.01M +87,964 New
AWS
44
Atria Wealth Solutions
New York
$2M +$2M +87,525 New
SWM
45
Shelton Wealth Management
Texas
$1.94M +$1.94M +84,836 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.8M +$64.5K +2,820 +4%
GI
47
Gradient Investments
Minnesota
$1.74M +$1.63M +71,246 +1,444%
SWM
48
Stockman Wealth Management
Montana
$1.73M +$357K +15,626 +26%
LWL
49
Leo Wealth LLC
Texas
$1.7M +$1.7M +74,620 New
BFO
50
Boston Family Office
Massachusetts
$1.68M +$1.68M +73,482 New