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iShares iBonds Dec 2026 Term Treasury ETF

188 hedge funds and large institutions have $849M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% 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
19
Increased
111
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EW
101
Element Wealth
Mississippi
$734K +$49.8K +2,197 +7%
SRC
102
Shufro Rose & Co
New York
$730K +$18.1K +799 +3%
LSAG
103
Lake Street Advisors Group
New Hampshire
$709K -$1.7K -75 -0.2%
UCFA
104
United Capital Financial Advisors
Texas
$686K +$200K +8,843 +41%
KPWS
105
Kestra Private Wealth Services
Texas
$684K +$48.6K +2,144 +8%
SF
106
Safeguard Financial
Wisconsin
$682K +$381K +16,805 +126%
CIA
107
Compass Ion Advisors
Pennsylvania
$677K
RWP
108
Reliant Wealth Planning
Kentucky
$651K +$34.5K +1,522 +6%
BCM
109
Brookstone Capital Management
Illinois
$646K -$23.7K -1,040 -4%
KAS
110
Kestra Advisory Services
Texas
$622K +$50.4K +2,226 +9%
PAG
111
Private Advisor Group
New Jersey
$621K -$34.6K -1,526 -5%
EH
112
Equitable Holdings
New York
$594K +$100K +4,435 +20%
RIA
113
Regal Investment Advisors
Michigan
$570K -$30.7K -1,357 -5%
GHA
114
Granite Harbor Advisors
Texas
$549K +$13.1K +580 +2%
CSIA
115
Conrad Siegel Investment Advisors
Pennsylvania
$523K +$9.97K +440 +2%
KOC
116
Koss-Olinger Consulting
Florida
$508K +$508K +22,441 New
4WM
117
4J Wealth Management
Virginia
$504K +$115K +5,092 +30%
GSAM
118
Grant Street Asset Management
Pennsylvania
$496K +$496K +21,892 New
SPWM
119
Straight Path Wealth Management
Michigan
$477K +$31.3K +1,380 +7%
BWM
120
BCS Wealth Management
Tennessee
$467K
BC
121
Barrett & Company
Rhode Island
$463K +$22.9K +1,012 +5%
RPSA
122
Richard P. Slaughter Associates
Texas
$459K -$51K -2,252 -10%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$451K -$39.7K -1,755 -8%
IAIM
124
International Assets Investment Management
Florida
$441K
Cerity Partners
125
Cerity Partners
New York
$419K