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iShares iBonds Dec 2026 Term Treasury ETF

292 hedge funds and large institutions have $1.76B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 69

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more capital invested

Capital invested by funds: $1.59B → $1.76B (+$175M)

4% more funds holding

Funds holding: 280292 (+12)

2.57% more ownership

Funds ownership: 82.35%84.92% (+2.6%)

Holders
292
Holders Change
+12
Holders Change %
+4.29%
% of All Funds
3.83%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
30
Increased
152
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$7.66M -$161K -7,044 -2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$7.55M +$613K +26,786 +9%
CTC
53
Central Trust Company
Missouri
$7.49M +$672K +29,342 +10%
TAM
54
Titleist Asset Management
Texas
$7.43M +$538K +23,490 +8%
MFIM
55
Mesirow Financial Investment Management
Illinois
$6.83M -$46.3K -2,022 -0.7%
SPIA
56
Steward Partners Investment Advisory
New York
$6.75M +$358K +15,624 +6%
MPPLM
57
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.73M +$706K +30,835 +12%
SVWAG
58
Sound View Wealth Advisors Group
Georgia
$6.7M +$1.16M +50,474 +21%
Ameriprise
59
Ameriprise
Minnesota
$6.56M +$1.75M +76,430 +36%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$5.71M +$5.29M +230,927 +1,290%
KOMWMG
61
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.68M +$114K +4,971 +2%
EIA
62
Eldridge Investment Advisors
New Hampshire
$5.53M +$1.08M +47,056 +24%
Lido Advisors
63
Lido Advisors
California
$5.49M -$55.3K -2,415 -1%
BFO
64
Boston Family Office
Massachusetts
$5.47M +$279K +12,202 +5%
APW
65
Atlantic Private Wealth
North Carolina
$5.47M +$989K +43,227 +22%
LIM
66
Leavell Investment Management
Alabama
$5.32M +$179K +7,814 +3%
PFS
67
Prospera Financial Services
Texas
$5M +$488K +21,331 +11%
DADC
68
D.A. Davidson & Co
Montana
$4.88M +$233K +10,179 +5%
R
69
Rebalance
California
$4.69M +$828K +36,180 +22%
AP
70
Americana Partners
Texas
$4.43M +$4.42M +193,109 New
GI
71
Gradient Investments
Minnesota
$4.15M -$453K -19,776 -10%
MML Investors Services
72
MML Investors Services
Massachusetts
$4.1M +$56.2K +2,455 +1%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$4.1M +$48K +2,097 +1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$4.02M +$9.52K +416 +0.2%
PAG
75
Private Advisor Group
New Jersey
$3.92M +$53.5K +2,338 +1%