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iShares iBonds Dec 2026 Term Treasury ETF

264 hedge funds and large institutions have $1.47B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15% more capital invested

Capital invested by funds: $1.28B → $1.47B (+$187M)

6% more funds holding

Funds holding: 248264 (+16)

0.85% less ownership

Funds ownership: 81.55%80.71% (-0.85%)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
30
Increased
143
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MKT Advisors
California
$12.2M +$523K +22,878 +4%
DWA
27
Delta Wealth Advisors
Indiana
$11.4M +$1.53M +67,020 +16%
SWM
28
Scissortail Wealth Management
Oklahoma
$11.1M +$9.88M +432,463 +839%
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$11.1M +$793K +34,706 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$11M +$66.2K +2,896 +0.6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$10.9M -$1.08M -47,237 -9%
Stifel Financial
32
Stifel Financial
Missouri
$10.8M +$910K +39,818 +9%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$10.5M +$1.35M +59,289 +15%
CWM
34
Connecticut Wealth Management
Connecticut
$9.36M +$7.27M +318,409 +355%
SC
35
Stephens Consulting
Michigan
$9.23M +$83.6K +3,659 +0.9%
SPIA
36
Steward Partners Investment Advisory
New York
$9.11M -$116K -5,094 -1%
WMS
37
Wealth Management Strategies
Pennsylvania
$9.01M +$929K +40,669 +12%
SA
38
Sanctuary Advisors
Indiana
$8.84M +$303K +13,263 +4%
Financial Engines Advisors
39
Financial Engines Advisors
California
$8.78M +$483K +21,157 +6%
SFGP
40
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.69M -$176K -7,724 -2%
HighTower Advisors
41
HighTower Advisors
Illinois
$8.59M -$84.4K -3,696 -1%
AC
42
Apella Capital
Connecticut
$8.42M +$8.05M +352,477 +2,267%
UCFA
43
United Capital Financial Advisors
Texas
$8.18M +$5.01M +219,193 +160%
SWM
44
Shelton Wealth Management
Texas
$7.18M +$633K +27,696 +10%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$7.11M +$58.9K +2,580 +0.8%
MFIM
46
Mesirow Financial Investment Management
Illinois
$6.89M +$13.2K +577 +0.2%
AAIM
47
Asset Advisors Investment Management
Georgia
$6.82M +$2.83M +123,716 +71%
TAM
48
Titleist Asset Management
Texas
$6.46M +$6.44M +281,727 New
SB
49
Strategic Blueprint
Georgia
$6.45M +$1.38M +60,233 +27%
Ameriprise
50
Ameriprise
Minnesota
$6.4M -$34.7K -1,521 -0.5%