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iShares iBonds Dec 2026 Term Treasury ETF

248 hedge funds and large institutions have $1.28B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 10

309% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 34

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

33% more capital invested

Capital invested by funds: $964M → $1.28B (+$317M)

18% more funds holding

Funds holding: 211248 (+37)

12.42% more ownership

Funds ownership: 69.13%81.55% (+12%)

Holders
248
Holders Change
+37
Holders Change %
+17.54%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
52
Increased
139
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$5.04M +$595K +26,072 +13%
GI
52
Gradient Investments
Minnesota
$4.97M +$3.65M +159,772 +275%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$4.69M +$390K +17,075 +9%
BFO
54
Boston Family Office
Massachusetts
$4.36M +$616K +26,972 +16%
OPA
55
Old Port Advisors
Maine
$4.28M +$194K +8,480 +5%
AWS
56
Atria Wealth Solutions
New York
$4.09M
AAIM
57
Asset Advisors Investment Management
Georgia
$3.96M +$502K +21,990 +15%
KTM
58
Keeler Thomas Management
Utah
$3.92M -$121K -5,283 -3%
MCM
59
MAI Capital Management
Ohio
$3.9M +$3.91M +171,101 New
GRP
60
Global Retirement Partners
California
$3.82M +$341K +14,945 +10%
Mariner
61
Mariner
Kansas
$3.73M +$99.5K +4,359 +3%
PA
62
Probity Advisors
Texas
$3.36M +$409K +17,918 +14%
MML Investors Services
63
MML Investors Services
Massachusetts
$3.35M +$150K +6,556 +5%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$3.29M +$1.14M +49,716 +52%
BCI
65
Brinker Capital Investments
Pennsylvania
$3.29M +$3.27M +143,242 New
OPS
66
Orion Portfolio Solutions
Nebraska
$3.29M +$3.27M +143,242 New
FFS
67
Flavin Financial Services
Florida
$3.2M +$3.2M +140,103 New
CCB
68
Country Club Bank
Missouri
$3.18M +$49.6K +2,173 +2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$3.14M +$365K +16,000 +13%
UCFA
70
United Capital Financial Advisors
Texas
$3.13M +$2.29M +100,170 +269%
IA
71
IFP Advisors
Florida
$3.1M +$134K +5,883 +5%
SWM
72
Stockman Wealth Management
Montana
$2.98M +$273K +11,951 +10%
IAA
73
Independent Advisor Alliance
North Carolina
$2.91M +$2.91M +127,367 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$161K +7,030 +6%
MA
75
Montag & Associates
Georgia
$2.88M +$2.72M +119,026 +1,681%