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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
SFB
101
STAR Financial Bank
Indiana
$1.86M +$95.5K +4,181 +5%
ABC
102
Associated Banc-Corp
Wisconsin
$1.71M +$54.2K +2,372 +3%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$129K +5,643 +8%
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$1.69M -$75.1K -3,288 -4%
TFS
105
Thoroughbred Financial Services
Tennessee
$1.61M +$41.9K +1,836 +3%
Goldman Sachs
106
Goldman Sachs
New York
$1.52M +$1.52M +66,558 New
CFS
107
Cannon Financial Strategists
Georgia
$1.38M +$18.8K +825 +1%
RWP
108
Reliant Wealth Planning
Kentucky
$1.37M +$533K +23,337 +63%
APP
109
Avantax Planning Partners
Iowa
$1.37M +$1.37M +60,092 New
SWP
110
Summit Wealth Partners
Florida
$1.36M +$353K +15,455 +35%
APW
111
Austin Private Wealth
Texas
$1.3M +$11.5K +504 +0.9%
SWA
112
Stratos Wealth Advisors
Ohio
$1.28M +$409K +17,900 +47%
PFM
113
Phillips Financial Management
Indiana
$1.26M +$35K +1,532 +3%
FW
114
FullCircle Wealth
Texas
$1.24M +$356K +15,601 +40%
EH
115
Equitable Holdings
New York
$1.22M +$668K +29,263 +120%
IAIM
116
International Assets Investment Management
Florida
$1.22M +$1.22M +53,490 New
FFG
117
Foundry Financial Group
New Hampshire
$1.18M +$41.3K +1,807 +4%
SWM
118
Scissortail Wealth Management
Oklahoma
$1.18M +$1.17M +51,449 +57,808%
PA
119
PSI Advisors
Florida
$1.17M -$275K -12,055 -19%
S
120
SignatureFD
Georgia
$1.11M +$1.11M +48,537 New
BAM
121
Belpointe Asset Management
Nevada
$1.08M +$314K +13,751 +41%
HWM
122
Horizons Wealth Management
North Carolina
$1.07M +$57.6K +2,521 +6%
MBT
123
Montecito Bank & Trust
California
$1.07M -$233K -10,203 -18%
DWT
124
Dorsey & Whitney Trust
South Dakota
$1.06M -$75.7K -3,315 -7%
SPC
125
Sigma Planning Corp
Michigan
$1.06M +$27.3K +1,194 +3%