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iShares iBonds Dec 2026 Term Treasury ETF

211 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

217% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $850M → $964M (+$115M)

12% more funds holding

Funds holding: 189211 (+22)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.46% less ownership

Funds ownership: 74.6%69.13% (-5.5%)

Holders
211
Holders Change
+22
Holders Change %
+11.64%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
114
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Atlantic Private Wealth
North Carolina
$1.78M +$293K +12,783 +20%
KOMWMG
77
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.74M +$1.39M +60,867 +413%
MPPLM
78
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M +$931K +40,704 +119%
ABC
79
Associated Banc-Corp
Wisconsin
$1.68M +$94.9K +4,149 +6%
Creative Planning
80
Creative Planning
Kansas
$1.65M -$81.8K -3,576 -5%
TFS
81
Thoroughbred Financial Services
Tennessee
$1.59M +$142K +6,205 +10%
LWL
82
Leo Wealth LLC
Texas
$1.58M -$439K -19,201 -22%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$91.9K +4,017 +6%
PA
84
PSI Advisors
Florida
$1.46M +$30.2K +1,320 +2%
VA
85
Valmark Advisers
Ohio
$1.4M +$431K +18,846 +45%
CFS
86
Cannon Financial Strategists
Georgia
$1.38M +$14K +612 +1%
PAS
87
Park Avenue Securities
New York
$1.34M +$54K +2,360 +4%
GI
88
Gradient Investments
Minnesota
$1.34M -$158K -6,918 -11%
MBT
89
Montecito Bank & Trust
California
$1.31M
APW
90
Austin Private Wealth
Texas
$1.3M +$42.4K +1,854 +3%
PFM
91
Phillips Financial Management
Indiana
$1.24M +$20.4K +893 +2%
EP
92
Essential Planning
New Hampshire
$1.21M -$53.8K -2,353 -4%
SWM
93
Scissortail Wealth Management
Oklahoma
$1.2M -$1.15M -50,210 -100%
FFG
94
Foundry Financial Group
New Hampshire
$1.15M +$29.9K +1,305 +3%
DWT
95
Dorsey & Whitney Trust
South Dakota
$1.15M +$924K +40,393 +431%
FFA
96
Farther Finance Advisors
California
$1.08M +$181K +7,891 +20%
HCM
97
Howland Capital Management
Massachusetts
$1.08M +$138K +6,045 +15%
WCP
98
Wick Capital Partners
Pennsylvania
$1.07M +$1.06M +46,249 New
MCCA
99
Mill Creek Capital Advisors
Pennsylvania
$1.06M
SPC
100
Sigma Planning Corp
Michigan
$1.04M -$91.7K -4,008 -8%