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iShares iBonds Dec 2026 Term Treasury ETF

323 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 106

4% more funds holding

Funds holding: 312323 (+11)

2% less capital invested

Capital invested by funds: $1.95B → $1.91B (-$34.4M)

2.64% less ownership

Funds ownership: 83.42%80.78% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
323
Holders Change
+11
Holders Change %
+3.53%
% of All Funds
3.98%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
38
Increased
127
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$9.07M -$20.2K -882 -0.2%
Mariner
52
Mariner
Kansas
$8.78M -$526K -22,976 -6%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$8.78M -$306K -13,356 -3%
MIG
54
McGuire Investment Group
Rhode Island
$8.76M -$198K -8,630 -2%
JFG
55
Juno Financial Group
Virginia
$8.36M -$2.18M -95,300 -21%
MPPLM
56
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.36M +$944K +41,226 +13%
ADL
57
Asset Dedication LLC
California
$7.95M +$1.73M +75,681 +28%
PA
58
PSI Advisors
Florida
$7.83M +$666K +29,075 +9%
HighTower Advisors
59
HighTower Advisors
Illinois
$7.76M -$65.1K -2,844 -0.8%
Ameriprise
60
Ameriprise
Minnesota
$7.52M +$211K +9,198 +3%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$7M -$347K -15,167 -5%
MFIM
62
Mesirow Financial Investment Management
Illinois
$6.62M +$3.49M +152,282 +112%
CTC
63
Central Trust Company
Missouri
$6.13M -$580K -25,319 -9%
TWM
64
Trinity Wealth Management
Pennsylvania
$6.07M +$145K +6,322 +2%
R
65
Rebalance
California
$5.72M -$192K -8,396 -3%
APW
66
Atlantic Private Wealth
North Carolina
$5.56M -$299K -13,049 -5%
LIM
67
Leavell Investment Management
Alabama
$5.27M -$272K -11,883 -5%
BAM
68
Belpointe Asset Management
Nevada
$5.23M +$1.22M +53,467 +31%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$5.01M
MCM
70
MAI Capital Management
Ohio
$4.94M +$1.03M +45,199 +27%
AIC
71
Archer Investment Corporation
Indiana
$4.93M +$34.6K +1,512 +0.7%
Lido Advisors
72
Lido Advisors
California
$4.76M -$729K -31,827 -13%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$4.59M -$148K -6,459 -3%
EIA
74
Eldridge Investment Advisors
New Hampshire
$4.57M -$2.49M -108,652 -35%
SWM
75
Stockman Wealth Management
Montana
$4.46M +$449K +19,609 +11%