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iShares iBonds Dec 2026 Term Treasury ETF

70 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

100% more funds holding

Funds holding: 3570 (+35)

27% more capital invested

Capital invested by funds: $106M → $135M (+$28.9M)

7.25% less ownership

Funds ownership: 87.96%80.71% (-7.2%)

Holders
70
Holders Change
+35
Holders Change %
+100%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
19
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$175K +$158K +6,951 New
MA
52
Montag & Associates
Georgia
$161K +$161K +7,079 New
BWM
53
BerganKDV Wealth Management
Minnesota
$142K +$141K +6,236 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$124K +$102K +4,493 +465%
GRP
55
Global Retirement Partners
California
$103K +$81.6K +3,596 +379%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$101K +$101K +4,462 New
HWM
57
Horizons Wealth Management
North Carolina
$53K +$52.9K +2,330 New
GI
58
Gradient Investments
Minnesota
$50K +$12.3K +540 +33%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$46K -$12.6M -553,698 -100%
TCM
60
TD Capital Management
Tennessee
$42.1K +$42K +1,852 New
AF
61
Advisornet Financial
Minnesota
$40.9K +$40.8K +1,800 New
SCA
62
Stonebridge Capital Advisors
Minnesota
$40.9K +$40.8K +1,800 New
FCA
63
FinTrust Capital Advisors
South Carolina
$35.5K +$35.4K +1,562 New
RF
64
Robbins Farley
New Hampshire
$32.1K +$32.1K +1,414 New
ASN
65
Advisory Services Network
Georgia
$24.4K +$24.4K +1,076 New
MCC
66
Money Concepts Capital
Florida
$22.7K +$22.7K +1,000 New
KOMWMG
67
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$22K +$22.4K +985 New
BAM
68
Belpointe Asset Management
Nevada
$16.8K +$16.8K +741 New
NA
69
NewEdge Advisors
Louisiana
$7.2K +$7.2M +317,143 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$318 +$318K +14,000 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$1.09M -48,047 Closed
VWA
72
Visionary Wealth Advisors
Illinois
-$594K -26,186 Closed
BEI
73
Benjamin Edwards Inc
Missouri
-$533K -23,513 Closed
FTUS
74
Flow Traders U.S.
New York
-$296K -13,039 Closed
T
75
TCWP
Ohio
-$255K -11,273 Closed