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iShares iBonds Dec 2026 Term Treasury ETF

189 hedge funds and large institutions have $850M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $711M → $850M (+$138M)

6% more funds holding

Funds holding: 178189 (+11)

2.29% more ownership

Funds ownership: 72.31%74.6% (+2.3%)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
111
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Atlantic Private Wealth
North Carolina
$1.46M +$798K +35,338 +122%
TFS
77
Thoroughbred Financial Services
Tennessee
$1.42M +$133K +5,907 +10%
PA
78
PSI Advisors
Florida
$1.41M +$1.31M +58,240 +1,512%
CFS
79
Cannon Financial Strategists
Georgia
$1.34M +$13.8K +610 +1%
MBT
80
Montecito Bank & Trust
California
$1.29M +$179K +7,920 +16%
PAS
81
Park Avenue Securities
New York
$1.27M +$138K +6,095 +12%
EP
82
Essential Planning
New Hampshire
$1.25M +$445K +19,713 +56%
APW
83
Austin Private Wealth
Texas
$1.24M +$380K +16,827 +44%
SFB
84
STAR Financial Bank
Indiana
$1.22M +$1.21M +53,668 New
PFM
85
Phillips Financial Management
Indiana
$1.2M +$13.3K +591 +1%
Citadel Advisors
86
Citadel Advisors
Florida
$1.2M -$625K -27,668 -34%
SWM
87
Scissortail Wealth Management
Oklahoma
$1.14M -$12.1K -538 -1%
SPC
88
Sigma Planning Corp
Michigan
$1.11M -$1.04M -45,984 -48%
FFG
89
Foundry Financial Group
New Hampshire
$1.1M +$240K +10,649 +28%
APP
90
Avantax Planning Partners
Iowa
$1.08M -$685K -30,352 -39%
MCCA
91
Mill Creek Capital Advisors
Pennsylvania
$1.04M
HighTower Advisors
92
HighTower Advisors
Illinois
$1.02M +$103K +4,554 +11%
HWM
93
Horizons Wealth Management
North Carolina
$1M -$162K -7,168 -14%
SWP
94
Summit Wealth Partners
Florida
$995K +$227K +10,060 +30%
VA
95
Valmark Advisers
Ohio
$946K +$259K +11,480 +38%
HCM
96
Howland Capital Management
Massachusetts
$919K +$211K +9,355 +30%
FW
97
FullCircle Wealth
Texas
$886K +$879K +38,963 New
FFA
98
Farther Finance Advisors
California
$882K -$732K -32,434 -45%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$800K +$555K +24,604 +230%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$772K +$547K +24,242 +247%