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iShares iBonds Dec 2026 Term Treasury ETF

100 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

16% more funds holding

Funds holding: 86100 (+14)

11% more capital invested

Capital invested by funds: $237M → $264M (+$26.2M)

9.35% less ownership

Funds ownership: 90.46%81.11% (-9.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
49
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$522K -$36.9K -1,607 -7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$503K +$510K +22,217 New
Ameriprise
53
Ameriprise
Minnesota
$461K +$467K +20,339 New
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$458K
CSPAM
55
Cary Street Partners Asset Management
Virginia
$405K +$42.8K +1,863 +12%
LIM
56
Leavell Investment Management
Alabama
$405K +$31K +1,350 +8%
ABC
57
Associated Banc-Corp
Wisconsin
$382K +$153K +6,645 +65%
WHCI
58
W.H. Cornerstone Investments
Massachusetts
$362K -$29.5K -1,284 -7%
CIAS
59
CFS Investment Advisory Services
New Jersey
$355K -$80.2K -3,493 -18%
LB
60
Leo Brokerage
Texas
$338K +$342K +14,903 New
FWM
61
Focused Wealth Management
New York
$330K -$482 -21 -0.1%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$328K +$103K +4,501 +45%
GHA
63
Granite Harbor Advisors
Texas
$322K +$68.4K +2,978 +27%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$317K
Cerity Partners
65
Cerity Partners
New York
$303K +$32.7K +1,426 +12%
BC
66
Barrett & Company
Rhode Island
$297K +$16.3K +710 +6%
FAAM
67
First Ascent Asset Management
Colorado
$293K +$3.51K +153 +1%
JFG
68
JDM Financial Group
Texas
$293K +$3.51K +153 +1%
IA
69
IFP Advisors
Florida
$278K +$41.3K +1,799 +17%
MA
70
MKT Advisors
California
$277K +$281K +12,261 New
GSB
71
Greenfield Savings Bank
Massachusetts
$270K +$274K +11,934 New
CA
72
Cetera Advisors
Colorado
$252K +$2.04K +89 +0.8%
KAS
73
Kestra Advisory Services
Texas
$236K +$239K +10,400 New
LA
74
LVW Advisors
New York
$233K
APP
75
Avantax Planning Partners
Iowa
$209K +$4.52K +197 +2%