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iShares iBonds Dec 2026 Term Treasury ETF

211 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

217% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $850M → $964M (+$115M)

12% more funds holding

Funds holding: 189211 (+22)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.46% less ownership

Funds ownership: 74.6%69.13% (-5.5%)

Holders
211
Holders Change
+22
Holders Change %
+11.64%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
114
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$9.14M -$229K -9,986 -2%
Financial Engines Advisors
27
Financial Engines Advisors
California
$8.41M +$733K +32,048 +10%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$7.89M +$4.02M +175,544 +105%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.8M +$532K +23,268 +7%
RJA
30
Raymond James & Associates
Florida
$7.77M +$1.02M +44,634 +15%
CTC
31
Central Trust Company
Missouri
$7M +$1.12M +49,097 +19%
MFIM
32
Mesirow Financial Investment Management
Illinois
$6.98M -$85.1K -3,717 -1%
SCA
33
Snowden Capital Advisors
New York
$6.74M +$308K +13,441 +5%
Lido Advisors
34
Lido Advisors
California
$6.55M -$671K -29,310 -9%
Ameriprise
35
Ameriprise
Minnesota
$5.46M +$282K +12,318 +5%
SWM
36
Shelton Wealth Management
Texas
$4.99M +$772K +33,726 +18%
DADC
37
D.A. Davidson & Co
Montana
$4.53M +$1.4M +61,259 +45%
SB
38
Strategic Blueprint
Georgia
$4.49M +$1.46M +63,972 +49%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$4.35M +$47.7K +2,083 +1%
AWS
40
Atria Wealth Solutions
New York
$4.14M
OPA
41
Old Port Advisors
Maine
$4.13M +$436K +19,066 +12%
KTM
42
Keeler Thomas Management
Utah
$4.08M +$60.2K +2,632 +2%
BFO
43
Boston Family Office
Massachusetts
$3.79M +$424K +18,548 +13%
LIM
44
Leavell Investment Management
Alabama
$3.72M +$1.25M +54,789 +51%
Mariner
45
Mariner
Kansas
$3.68M -$250K -10,939 -6%
GRP
46
Global Retirement Partners
California
$3.51M -$16.7K -729 -0.5%
AAIM
47
Asset Advisors Investment Management
Georgia
$3.5M +$684K +29,890 +25%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.24M +$592K +25,849 +23%
CCB
49
Country Club Bank
Missouri
$3.17M +$17.4K +762 +0.6%
IA
50
IFP Advisors
Florida
$3M +$1.24M +54,150 +71%