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iShares iBonds Dec 2026 Term Treasury ETF

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$5.98M +$1.26M +54,849 +27%
KOMWMG
52
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.86M -$1.45M -63,279 -20%
DADC
53
D.A. Davidson & Co
Montana
$5.82M +$373K +16,257 +7%
Lido Advisors
54
Lido Advisors
California
$5.8M -$210K -9,159 -3%
LIM
55
Leavell Investment Management
Alabama
$5.55M +$403K +17,557 +8%
OFS
56
OneAscent Financial Services
Alabama
$5.29M +$115K +5,005 +2%
MPPLM
57
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.02M +$2.13M +92,787 +74%
BFO
58
Boston Family Office
Massachusetts
$4.61M +$225K +9,790 +5%
GI
59
Gradient Investments
Minnesota
$4.43M -$565K -24,635 -11%
EIA
60
Eldridge Investment Advisors
New Hampshire
$4.41M +$2.4M +104,558 +119%
AWS
61
Atria Wealth Solutions
New York
$4.39M +$275K +11,966 +7%
Mariner
62
Mariner
Kansas
$4.18M +$426K +18,587 +11%
FFS
63
Flavin Financial Services
Florida
$4.07M +$855K +37,266 +27%
MML Investors Services
64
MML Investors Services
Massachusetts
$3.84M +$472K +20,576 +14%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$3.81M +$499K +21,746 +15%
MCM
66
MAI Capital Management
Ohio
$3.77M -$152K -6,646 -4%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$3.58M +$665K +29,007 +23%
BlackRock
68
BlackRock
New York
$3.52M +$2.82M +122,724 +400%
PA
69
Probity Advisors
Texas
$3.52M +$136K +5,924 +4%
HCM
70
Howland Capital Management
Massachusetts
$3.33M +$1.32M +57,521 +65%
IA
71
IFP Advisors
Florida
$3.3M +$188K +8,202 +6%
SWM
72
Stockman Wealth Management
Montana
$3.24M +$242K +10,565 +8%
CCB
73
Country Club Bank
Missouri
$3.14M -$55K -2,399 -2%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$3.14M
WANY
75
Wealthspire Advisors (New York)
New York
$3.14M +$557K +24,287 +22%