We are live on ! Find out more
IBTG icon

iShares iBonds Dec 2026 Term Treasury ETF

323 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 106

4% more funds holding

Funds holding: 312323 (+11)

2% less capital invested

Capital invested by funds: $1.95B → $1.91B (-$34.4M)

2.64% less ownership

Funds ownership: 83.42%80.78% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
323
Holders Change
+11
Holders Change %
+3.53%
% of All Funds
3.98%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
38
Increased
127
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
76
Americana Partners
Texas
$4.1M -$315K -13,776 -7%
IAA
77
Independent Advisor Alliance
North Carolina
$4.01M +$4.01M +175,119 New
MML Investors Services
78
MML Investors Services
Massachusetts
$3.84M -$550K -24,031 -13%
BCM
79
Brookstone Capital Management
Illinois
$3.8M +$1.75M +76,290 +85%
KOMWMG
80
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.71M -$1.88M -82,056 -34%
HCM
81
Howland Capital Management
Massachusetts
$3.68M -$151K -6,590 -4%
TLFA
82
True Link Financial Advisors
California
$3.68M +$553K +24,168 +18%
PGA
83
Portland Global Advisors
Maine
$3.61M +$428K +18,688 +13%
Goldman Sachs
84
Goldman Sachs
New York
$3.54M +$3.54M +154,418 New
S
85
SignatureFD
Georgia
$3.53M -$152K -6,634 -4%
AWP
86
Accretive Wealth Partners
New Jersey
$3.51M +$115K +5,014 +3%
GI
87
Gradient Investments
Minnesota
$3.4M -$518K -22,627 -13%
LFS
88
Littlejohn Financial Services
Oregon
$3.18M -$144K -6,282 -4%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$3.16M -$140K -6,100 -4%
LF
90
Lantz Financial
Illinois
$3.1M +$406K +17,727 +15%
PAG
91
Private Advisor Group
New Jersey
$3.05M -$963K -42,067 -24%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$3.04M +$1.98M +86,586 +187%
DADC
93
D.A. Davidson & Co
Montana
$3.02M -$1.35M -59,026 -31%
BFO
94
Boston Family Office
Massachusetts
$2.89M -$2.16M -94,254 -43%
VA
95
Valmark Advisers
Ohio
$2.88M -$27.3K -1,194 -0.9%
PA
96
Probity Advisors
Texas
$2.86M -$1.93M -84,277 -40%
AF
97
Allworth Financial
California
$2.72M -$6.92K -302 -0.3%
AI
98
Atria Investments
North Carolina
$2.58M +$72.9K +3,183 +3%
PFM
99
Phillips Financial Management
Indiana
$2.48M +$458K +20,019 +23%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$2.48M -$1.83M -80,078 -42%