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iShares iBonds Dec 2026 Term Treasury ETF

248 hedge funds and large institutions have $1.28B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 10

309% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 34

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

33% more capital invested

Capital invested by funds: $964M → $1.28B (+$317M)

18% more funds holding

Funds holding: 211248 (+37)

12.42% more ownership

Funds ownership: 69.13%81.55% (+12%)

Holders
248
Holders Change
+37
Holders Change %
+17.54%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
52
Increased
139
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.9M +$534K +23,368 +5%
MA
27
MKT Advisors
California
$11.7M +$2.56M +111,933 +28%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$10.9M +$8.07M +353,275 +288%
CIC
29
Carnegie Investment Counsel
Ohio
$10.5M +$8.44M +369,819 +407%
BWFA
30
Baltimore-Washington Financial Advisors
Maryland
$10.2M +$505K +22,134 +5%
DWA
31
Delta Wealth Advisors
Indiana
$9.85M +$9.56M +418,761 +3,207%
Stifel Financial
32
Stifel Financial
Missouri
$9.84M +$805K +35,241 +9%
SPIA
33
Steward Partners Investment Advisory
New York
$9.17M -$108K -4,746 -1%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$9.11M +$1.29M +56,570 +16%
SC
35
Stephens Consulting
Michigan
$9.09M +$6.61M +289,502 +266%
SFGP
36
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.82M +$8.83M +386,506 New
HighTower Advisors
37
HighTower Advisors
Illinois
$8.62M +$6.7M +293,553 +348%
SA
38
Sanctuary Advisors
Indiana
$8.51M +$5.85M +256,249 +221%
Financial Engines Advisors
39
Financial Engines Advisors
California
$8.25M -$72.9K -3,192 -0.9%
SCA
40
Snowden Capital Advisors
New York
$7.29M +$625K +27,359 +9%
KOMWMG
41
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.27M +$5.55M +243,242 +322%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$7.01M +$5.16M +225,886 +278%
MFIM
43
Mesirow Financial Investment Management
Illinois
$6.84M -$63.2K -2,770 -0.9%
SWM
44
Shelton Wealth Management
Texas
$6.51M +$1.57M +68,792 +32%
CTC
45
Central Trust Company
Missouri
$6.44M -$476K -20,830 -7%
Ameriprise
46
Ameriprise
Minnesota
$6.4M +$980K +42,918 +18%
Lido Advisors
47
Lido Advisors
California
$5.97M -$502K -21,989 -8%
DADC
48
D.A. Davidson & Co
Montana
$5.41M +$927K +40,617 +21%
OFS
49
OneAscent Financial Services
Alabama
$5.14M +$5.14M +225,306 New
LIM
50
Leavell Investment Management
Alabama
$5.12M +$1.45M +63,365 +39%