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iShares iBonds Dec 2026 Term Treasury ETF

106 hedge funds and large institutions have $282M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $264M → $282M (+$18.5M)

6% more funds holding

Funds holding: 100106 (+6)

8.76% less ownership

Funds ownership: 81.11%72.35% (-8.8%)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
62
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$723K +$270K +11,956 +59%
SWP
52
Summit Wealth Partners
Florida
$715K +$173K +7,694 +32%
PFM
53
Phillips Financial Management
Indiana
$700K +$248 +11 +0%
4WM
54
4J Wealth Management
Virginia
$670K -$133K -5,904 -17%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$664K +$79.2K +3,512 +13%
LIM
56
Leavell Investment Management
Alabama
$651K +$250K +11,089 +62%
HWM
57
Horizons Wealth Management
North Carolina
$632K +$458K +20,322 +260%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$601K +$102K +4,546 +20%
EP
59
Essential Planning
New Hampshire
$563K +$565K +25,061 New
RWP
60
Reliant Wealth Planning
Kentucky
$559K +$561K +24,899 New
LSAG
61
Lake Street Advisors Group
New Hampshire
$526K +$528K +23,428 New
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$475K +$473K +20,976 +12,055%
PWM
63
Perigon Wealth Management
California
$417K -$101K -4,479 -19%
KAS
64
Kestra Advisory Services
Texas
$398K +$165K +7,318 +70%
CIAS
65
CFS Investment Advisory Services
New Jersey
$390K +$37.2K +1,650 +11%
WHCI
66
W.H. Cornerstone Investments
Massachusetts
$365K +$5.95K +264 +2%
DSC
67
Duncker Streett & Co
Missouri
$356K +$358K +15,861 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$349K +$23.4K +1,040 +7%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$330K +$15.8K +700 +5%
FWM
70
Focused Wealth Management
New York
$324K -$3.56K -158 -1%
GHA
71
Granite Harbor Advisors
Texas
$316K -$2.88K -128 -0.9%
AWM
72
AE Wealth Management
Kansas
$307K +$308K +13,674 New
Cerity Partners
73
Cerity Partners
New York
$300K
BC
74
Barrett & Company
Rhode Island
$294K +$248 +11 +0.1%
GSB
75
Greenfield Savings Bank
Massachusetts
$268K