We are live on ! Find out more
IBTG icon

iShares iBonds Dec 2026 Term Treasury ETF

292 hedge funds and large institutions have $1.76B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 69

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more capital invested

Capital invested by funds: $1.59B → $1.76B (+$175M)

4% more funds holding

Funds holding: 280292 (+12)

2.57% more ownership

Funds ownership: 82.35%84.92% (+2.6%)

Holders
292
Holders Change
+12
Holders Change %
+4.29%
% of All Funds
3.83%
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
152
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
26
Denver PWM
Colorado
$17.9M +$3.23K +141 +0%
Osaic Holdings
27
Osaic Holdings
Arizona
$15.9M +$497K +21,733 +3%
HWA
28
Heartwood Wealth Advisors
Virginia
$15.9M +$15.9M +693,415 New
SWP
29
Stratos Wealth Partners
Ohio
$15.3M +$643K +28,077 +4%
MCM
30
MV Capital Management
Maryland
$13.7M +$101K +4,416 +0.7%
MA
31
MKT Advisors
California
$12.7M +$130K +5,662 +1%
SWM
32
Scissortail Wealth Management
Oklahoma
$11.4M +$130K +5,677 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$11.4M +$347K +15,161 +3%
WMS
34
Wealth Management Strategies
Pennsylvania
$11.3M +$11.3M +491,741 New
DWA
35
Delta Wealth Advisors
Indiana
$11.1M +$520K +22,714 +5%
AC
36
Apella Capital
Connecticut
$10.9M +$1.21M +52,905 +12%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$10.8M -$575K -25,100 -5%
AAIM
38
Asset Advisors Investment Management
Georgia
$10.2M +$2.21M +96,732 +28%
SB
39
Strategic Blueprint
Georgia
$10M +$1.97M +86,042 +25%
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$9.88M -$106K -4,613 -1%
Stifel Financial
41
Stifel Financial
Missouri
$9.68M -$500K -21,859 -5%
GRP
42
Global Retirement Partners
California
$9.5M +$2.37M +103,629 +33%
SA
43
Sanctuary Advisors
Indiana
$9.33M +$27.6K +1,204 +0.3%
SC
44
Stephens Consulting
Michigan
$8.98M -$348K -15,215 -4%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$8.93M +$499K +21,805 +6%
Mariner
46
Mariner
Kansas
$8.88M +$4.17M +182,335 +89%
HighTower Advisors
47
HighTower Advisors
Illinois
$8.47M -$83.1K -3,631 -1%
MIM
48
Moseley Investment Management
Florida
$8.41M +$3.55M +154,978 +73%
SWM
49
Shelton Wealth Management
Texas
$8.14M +$584K +25,506 +8%
MIG
50
McGuire Investment Group
Rhode Island
$8.05M +$749K +32,702 +10%