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iShares iBonds Dec 2026 Term Treasury ETF

159 hedge funds and large institutions have $609M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
159
Holders Change
+53
Holders Change %
+50%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
73
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$1.65M +$340K +14,884 +26%
Ameriprise
52
Ameriprise
Minnesota
$1.58M +$840K +36,798 +113%
Stifel Financial
53
Stifel Financial
Missouri
$1.58M +$264K +11,566 +20%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$1.12M +49,131 +316%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.42M -$458K -20,046 -24%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.4M -$742K -32,452 -35%
LIM
57
Leavell Investment Management
Alabama
$1.38M +$719K +31,433 +108%
SB
58
Strategic Blueprint
Georgia
$1.37M +$1.37M +59,978 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.32M +$487K +21,294 +58%
CFS
60
Cannon Financial Strategists
Georgia
$1.27M +$15.6K +683 +1%
WANY
61
Wealthspire Advisors (New York)
New York
$1.26M +$101K +4,426 +9%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.26M +$229K +10,038 +22%
PA
63
Probity Advisors
Texas
$1.25M +$1.25M +54,747 New
ABC
64
Associated Banc-Corp
Wisconsin
$1.24M +$312K +13,648 +34%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1.23M -$5.46M -238,855 -82%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$1.18M +$506K +22,155 +75%
HWM
67
Horizons Wealth Management
North Carolina
$1.17M +$527K +23,057 +82%
PAS
68
Park Avenue Securities
New York
$1.13M +$247K +10,785 +28%
SWM
69
Scissortail Wealth Management
Oklahoma
$1.12M +$81.3K +3,554 +8%
MBT
70
Montecito Bank & Trust
California
$1.12M +$866K +37,891 +340%
LSAG
71
Lake Street Advisors Group
New Hampshire
$1.06M +$523K +22,897 +98%
MCCA
72
Mill Creek Capital Advisors
Pennsylvania
$1.05M +$1.05M +45,880 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$1.02M +$411K +17,993 +67%
IA
74
IFP Advisors
Florida
$896K +$725K +31,711 +424%
HC
75
Hara Capital
Washington
$856K +$856K +37,448 New