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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.

New
Increased
Maintained
Reduced
Closed
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 %
SPWM
101
Straight Path Wealth Management
Michigan
$412K +$412K +18,032 New
EH
102
Equitable Holdings
New York
$408K +$408K +17,865 New
PWM
103
Perigon Wealth Management
California
$384K -$39.4K -1,726 -9%
DSC
104
Duncker Streett & Co
Missouri
$363K
SWMG
105
Signature Wealth Management Group
Georgia
$362K +$362K +15,835 New
CIAS
106
CFS Investment Advisory Services
New Jersey
$355K -$40.8K -1,786 -10%
WHCI
107
W.H. Cornerstone Investments
Massachusetts
$348K -$24.2K -1,057 -6%
BPA
108
Beacon Pointe Advisors
California
$343K +$87K +3,805 +34%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$336K
FWM
110
Focused Wealth Management
New York
$326K -$3.59K -157 -1%
CW
111
CreativeOne Wealth
Kansas
$325K +$325K +14,200 New
GHA
112
Granite Harbor Advisors
Texas
$316K -$6.17K -270 -2%
CA
113
Cetera Advisors
Colorado
$312K +$54.1K +2,367 +21%
PS
114
Principal Securities
Iowa
$308K +$308K +13,464 New
APW
115
Atlantic Private Wealth
North Carolina
$300K +$300K +13,120 New
BC
116
Barrett & Company
Rhode Island
$297K -$2.29K -100 -0.8%
MWM
117
Mascoma Wealth Management
New Hampshire
$289K +$82.2K +3,595 +40%
AGP
118
Autumn Glory Partners
Texas
$287K +$17K +745 +6%
AWM
119
Apollon Wealth Management
South Carolina
$283K +$283K +12,361 New
YWM
120
Yoder Wealth Management
California
$270K +$270K +11,822 New
RPSA
121
Richard P. Slaughter Associates
Texas
$264K +$264K +11,553 New
MFG
122
Mendota Financial Group
Wisconsin
$260K +$260K +11,369 New
HFA
123
Highland Financial Advisors
New Jersey
$252K +$252K +11,027 New
GSB
124
Greenfield Savings Bank
Massachusetts
$246K -$26.4K -1,156 -10%
VA
125
Valmark Advisers
Ohio
$243K +$243K +10,612 New