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iShares iBonds Dec 2026 Term Treasury ETF

100 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

16% more funds holding

Funds holding: 86100 (+14)

11% more capital invested

Capital invested by funds: $237M → $264M (+$26.2M)

9.35% less ownership

Funds ownership: 90.46%81.11% (-9.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
49
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Mascoma Wealth Management
New Hampshire
$205K +$203K +8,838 +4,111%
SPIA
77
Steward Partners Investment Advisory
New York
$184K
HWM
78
Horizons Wealth Management
North Carolina
$177K +$59.9K +2,609 +50%
MA
79
Montag & Associates
Georgia
$160K
BWM
80
BerganKDV Wealth Management
Minnesota
$141K
SF
81
Safeguard Financial
Wisconsin
$133K +$135K +5,891 New
AF
82
Advisornet Financial
Minnesota
$126K +$14.3K +621 +13%
GRP
83
Global Retirement Partners
California
$104K +$344 +15 +0.3%
GI
84
Gradient Investments
Minnesota
$91.3K -$3.19K -139 -3%
SFG
85
Steward Financial Group
Texas
$76K
PTC
86
Private Trust Company
Ohio
$74.6K
PB
87
Pinnacle Bancorp
Nebraska
$49K +$49.7K +2,164 New
SWA
88
Sutton Wealth Advisors
Florida
$47.8K +$48.5K +2,111 New
TCM
89
TD Capital Management
Tennessee
$42.6K +$367 +16 +0.9%
FCA
90
FinTrust Capital Advisors
South Carolina
$35.5K
EW
91
Element Wealth
Mississippi
$30K
PA
92
PSI Advisors
Florida
$25.2K
RF
93
Robbins Farley
New Hampshire
$20K -$12.2K -530 -37%
HWA
94
HHM Wealth Advisors
Tennessee
$13.3K +$13.5K +589 New
US Bancorp
95
US Bancorp
Minnesota
$11.3K +$11.5K +500 New
FPB
96
First PREMIER Bank
South Dakota
$11K +$11.5K +500 New
CAL
97
Capital Analysts LLC
Pennsylvania
$6K +$5.74K +250 New
SC
98
Stephens Consulting
Michigan
$5.7K +$4.41K +192 +320%
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$3.94K +$3.99K +174 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$1.86K -$1.79K -78 -49%