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iShares iBonds Dec 2026 Term Treasury ETF

159 hedge funds and large institutions have $609M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
159
Holders Change
+53
Holders Change %
+50%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
73
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
76
Summit Wealth Partners
Florida
$804K +$76.8K +3,362 +11%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$762K +$505K +22,096 +197%
GAM
78
Gould Asset Management
California
$748K +$748K +32,710 New
AWM
79
AE Wealth Management
Kansas
$725K +$413K +18,067 +132%
4WM
80
4J Wealth Management
Virginia
$717K +$35.7K +1,560 +5%
EP
81
Essential Planning
New Hampshire
$706K +$133K +5,813 +23%
PFM
82
Phillips Financial Management
Indiana
$686K -$26.7K -1,168 -4%
SAMC
83
Spectrum Asset Management (California)
California
$644K +$644K +28,164 New
RIA
84
Regal Investment Advisors
Michigan
$636K +$636K +27,845 New
RWP
85
Reliant Wealth Planning
Kentucky
$622K +$53.2K +2,327 +9%
EW
86
Element Wealth
Mississippi
$613K +$517K +22,636 +541%
APW
87
Austin Private Wealth
Texas
$586K +$586K +25,636 New
CIA
88
Compass Ion Advisors
Pennsylvania
$572K +$572K +25,009 New
FFG
89
Foundry Financial Group
New Hampshire
$568K +$568K +24,851 New
KAS
90
Kestra Advisory Services
Texas
$554K +$149K +6,522 +37%
Cerity Partners
91
Cerity Partners
New York
$546K +$240K +10,504 +79%
SPC
92
Sigma Planning Corp
Michigan
$534K +$534K +23,378 New
EW
93
Evexia Wealth
Wisconsin
$533K +$533K +23,407 New
BCM
94
Brookstone Capital Management
Illinois
$504K +$504K +22,031 New
KOC
95
Koss-Olinger Consulting
Florida
$498K +$257K +11,249 +107%
CIBC World Market
96
CIBC World Market
Ontario, Canada
$496K +$496K +21,680 New
HCM
97
Howland Capital Management
Massachusetts
$465K +$465K +20,345 New
KPWS
98
Kestra Private Wealth Services
Texas
$456K +$456K +19,938 New
PAG
99
Private Advisor Group
New Jersey
$415K +$415K +18,139 New
IAIM
100
International Assets Investment Management
Florida
$414K +$414K +18,100 New