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iShares iBonds Dec 2026 Term Treasury ETF

106 hedge funds and large institutions have $282M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $264M → $282M (+$18.5M)

6% more funds holding

Funds holding: 100106 (+6)

8.76% less ownership

Funds ownership: 81.11%72.35% (-8.8%)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
62
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
76
Autumn Glory Partners
Texas
$265K +$266K +11,813 New
CA
77
Cetera Advisors
Colorado
$254K +$3.92K +174 +2%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$252K +$253K +11,236 New
BPA
79
Beacon Pointe Advisors
California
$251K +$252K +11,187 New
MBT
80
Montecito Bank & Trust
California
$250K +$251K +11,140 New
KOC
81
Koss-Olinger Consulting
Florida
$236K +$237K +10,521 New
LA
82
LVW Advisors
New York
$231K
MWM
83
Mascoma Wealth Management
New Hampshire
$203K
AF
84
Allworth Financial
California
$199K +$200K +8,873 New
SPIA
85
Steward Partners Investment Advisory
New York
$183K
IA
86
IFP Advisors
Florida
$168K -$108K -4,787 -39%
MA
87
Montag & Associates
Georgia
$159K
HBT
88
Hills Bank & Trust
Iowa
$149K +$150K +6,643 New
AF
89
Advisornet Financial
Minnesota
$119K -$5.64K -250 -5%
GI
90
Gradient Investments
Minnesota
$111K +$20.3K +900 +22%
GRP
91
Global Retirement Partners
California
$103K +$496 +22 +0.5%
EW
92
Element Wealth
Mississippi
$94K +$64.5K +2,860 +216%
PB
93
Pinnacle Bancorp
Nebraska
$93.6K +$45.1K +2,000 +92%
PA
94
PSI Advisors
Florida
$82.1K +$57.3K +2,540 +228%
SFG
95
Steward Financial Group
Texas
$75K
PTC
96
Private Trust Company
Ohio
$74K
CAL
97
Capital Analysts LLC
Pennsylvania
$51K +$45.2K +2,004 +802%
SWA
98
Sutton Wealth Advisors
Florida
$43K -$4.44K -197 -9%
TCM
99
TD Capital Management
Tennessee
$42.6K +$406 +18 +1%
FCA
100
FinTrust Capital Advisors
South Carolina
$35.1K