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iShares iBonds Dec 2026 Term Treasury ETF

264 hedge funds and large institutions have $1.47B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15% more capital invested

Capital invested by funds: $1.28B → $1.47B (+$187M)

6% more funds holding

Funds holding: 248264 (+16)

0.85% less ownership

Funds ownership: 81.55%80.71% (-0.85%)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
30
Increased
143
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFB
101
STAR Financial Bank
Indiana
$1.9M +$23.1K +1,011 +1%
MA
102
Montag & Associates
Georgia
$1.87M -$1.02M -44,556 -35%
TFS
103
Thoroughbred Financial Services
Tennessee
$1.86M +$239K +10,452 +15%
DWM
104
Drive Wealth Management
Utah
$1.85M +$1.84M +80,660 New
ABC
105
Associated Banc-Corp
Wisconsin
$1.74M +$19.2K +839 +1%
TC
106
Trust Company
Kansas
$1.71M -$11.5M -503,781 -87%
KFAA
107
Klaas Financial Asset Advisors
Illinois
$1.7M +$860K +37,646 +104%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$1.68M -$20K -875 -1%
EP
109
Essential Planning
New Hampshire
$1.66M -$76.6M -3,353,179 -98%
R
110
Rebalance
California
$1.6M +$1.59M +69,664 New
NG
111
Northstar Group
New York
$1.58M +$539K +23,591 +52%
TC
112
TFR Capital
Texas
$1.56M +$1.55M +67,902 New
BCI
113
Brinker Capital Investments
Pennsylvania
$1.54M -$1.74M -76,070 -53%
OPS
114
Orion Portfolio Solutions
Nebraska
$1.54M -$1.74M -76,070 -53%
IAIM
115
International Assets Investment Management
Florida
$1.45M +$224K +9,790 +18%
BCM
116
Brookstone Capital Management
Illinois
$1.44M +$588K +25,740 +70%
TWC
117
TD Waterhouse Canada
Ontario, Canada
$1.43M +$1.42M +62,188 +31,094%
FFG
118
Foundry Financial Group
New Hampshire
$1.42M +$231K +10,097 +20%
CFS
119
Cannon Financial Strategists
Georgia
$1.4M +$9.05K +396 +0.7%
APP
120
Avantax Planning Partners
Iowa
$1.37M -$3.79K -166 -0.3%
SWP
121
Summit Wealth Partners
Florida
$1.36M +$708 +31 +0.1%
FW
122
FullCircle Wealth
Texas
$1.36M +$105K +4,578 +8%
EH
123
Equitable Holdings
New York
$1.33M +$97.9K +4,287 +8%
APW
124
Austin Private Wealth
Texas
$1.32M +$14.6K +640 +1%
Citadel Advisors
125
Citadel Advisors
Florida
$1.32M -$592K -25,932 -31%