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iShares iBonds Dec 2026 Term Treasury ETF

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
101
Thoroughbred Financial Services
Tennessee
$1.86M +$240K +10,452 +15%
DWM
102
Drive Wealth Management
Utah
$1.85M +$1.85M +80,660 New
ABC
103
Associated Banc-Corp
Wisconsin
$1.74M +$19.2K +839 +1%
TC
104
Trust Company
Kansas
$1.71M -$11.6M -503,781 -87%
KFAA
105
Klaas Financial Asset Advisors
Illinois
$1.7M +$864K +37,646 +104%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$1.68M -$20.1K -875 -1%
EP
107
Essential Planning
New Hampshire
$1.66M -$76.9M -3,353,179 -98%
R
108
Rebalance
California
$1.6M +$1.6M +69,664 New
NG
109
Northstar Group
New York
$1.58M +$541K +23,591 +52%
TC
110
TFR Capital
Texas
$1.56M +$1.56M +67,902 New
BCI
111
Brinker Capital Investments
Pennsylvania
$1.54M -$1.75M -76,070 -53%
OPS
112
Orion Portfolio Solutions
Nebraska
$1.54M -$1.75M -76,070 -53%
IAIM
113
International Assets Investment Management
Florida
$1.45M +$225K +9,790 +18%
BCM
114
Brookstone Capital Management
Illinois
$1.44M +$590K +25,740 +70%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$1.43M +$1.42M +62,188 +31,094%
FFG
116
Foundry Financial Group
New Hampshire
$1.42M +$232K +10,097 +20%
CFS
117
Cannon Financial Strategists
Georgia
$1.4M +$9.08K +396 +0.7%
APP
118
Avantax Planning Partners
Iowa
$1.37M -$3.81K -166 -0.3%
SWP
119
Summit Wealth Partners
Florida
$1.36M +$711 +31 +0.1%
FW
120
FullCircle Wealth
Texas
$1.36M +$105K +4,578 +8%
EH
121
Equitable Holdings
New York
$1.33M +$98.3K +4,287 +8%
APW
122
Austin Private Wealth
Texas
$1.32M +$14.7K +640 +1%
Citadel Advisors
123
Citadel Advisors
Florida
$1.32M -$595K -25,932 -31%
PFM
124
Phillips Financial Management
Indiana
$1.28M +$12.1K +527 +1%
RWP
125
Reliant Wealth Planning
Kentucky
$1.27M -$110K -4,798 -8%