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iShares iBonds Dec 2026 Term Treasury ETF

248 hedge funds and large institutions have $1.28B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 10

309% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 34

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

33% more capital invested

Capital invested by funds: $964M → $1.28B (+$317M)

18% more funds holding

Funds holding: 211248 (+37)

12.42% more ownership

Funds ownership: 69.13%81.55% (+12%)

Holders
248
Holders Change
+37
Holders Change %
+17.54%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
52
Increased
139
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
76
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.87M +$1.17M +51,061 +68%
CP
77
Cornerstone Planning
North Carolina
$2.87M +$2.87M +125,821 New
APW
78
Atlantic Private Wealth
North Carolina
$2.86M +$1.1M +48,108 +62%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$2.82M +$335K +14,674 +13%
VA
80
Valmark Advisers
Ohio
$2.67M +$1.29M +56,361 +93%
LF
81
Lantz Financial
Illinois
$2.6M -$129K -5,663 -5%
WANY
82
Wealthspire Advisors (New York)
New York
$2.57M +$249K +10,895 +11%
BSG
83
Black Swift Group
Colorado
$2.55M +$2.55M +111,775 New
SCM
84
SCS Capital Management
Massachusetts
$2.42M +$5.84K +256 +0.2%
AWP
85
Accretive Wealth Partners
New Jersey
$2.36M +$22.1K +967 +0.9%
PAS
86
Park Avenue Securities
New York
$2.29M +$962K +42,148 +72%
AF
87
Allworth Financial
California
$2.22M +$176K +7,714 +9%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$2.19M +$196K +8,578 +10%
KAS
89
Kestra Advisory Services
Texas
$2.15M +$1.52M +66,608 +241%
AI
90
Atria Investments
North Carolina
$2.12M +$2.12M +93,002 New
PGA
91
Portland Global Advisors
Maine
$2.1M +$286K +12,532 +16%
HFS
92
Hughes Financial Services
Virginia
$2.08M +$2.09M +91,381 New
CWM
93
Connecticut Wealth Management
Connecticut
$2.05M +$1.84M +80,764 +897%
WCP
94
Wick Capital Partners
Pennsylvania
$2M +$951K +41,650 +90%
HCM
95
Howland Capital Management
Massachusetts
$2M +$941K +41,227 +88%
EIA
96
Eldridge Investment Advisors
New Hampshire
$2M +$1.11M +48,492 +124%
GAM
97
Gould Asset Management
California
$1.96M +$97.8K +4,285 +5%
Creative Planning
98
Creative Planning
Kansas
$1.95M +$322K +14,093 +20%
SCM
99
Sunbeam Capital Management
Georgia
$1.92M +$1.92M +84,113 New
Citadel Advisors
100
Citadel Advisors
Florida
$1.9M +$141K +6,178 +8%