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iShares iBonds Dec 2026 Term Treasury ETF

292 hedge funds and large institutions have $1.76B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 69

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more capital invested

Capital invested by funds: $1.59B → $1.76B (+$175M)

4% more funds holding

Funds holding: 280292 (+12)

2.57% more ownership

Funds ownership: 82.35%84.92% (+2.6%)

Holders
292
Holders Change
+12
Holders Change %
+4.29%
% of All Funds
3.83%
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
152
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
101
Old Port Advisors
Maine
$2.07M -$172K -7,530 -8%
ABC
102
Associated Banc-Corp
Wisconsin
$2.05M +$164K +7,149 +9%
KAS
103
Kestra Advisory Services
Texas
$2.02M +$232K +10,145 +13%
SCM
104
Sunbeam Capital Management
Georgia
$2M +$40.9K +1,789 +2%
NG
105
Northstar Group
New York
$1.95M +$25.2K +1,100 +1%
KTM
106
Keeler Thomas Management
Utah
$1.84M -$23.4K -1,024 -1%
DWM
107
Drive Wealth Management
Utah
$1.82M -$5.24K -229 -0.3%
BCM
108
Brookstone Capital Management
Illinois
$1.74M +$204K +8,904 +13%
MA
109
Montag & Associates
Georgia
$1.73M +$149K +6,520 +9%
Citadel Advisors
110
Citadel Advisors
Florida
$1.7M +$1.46M +63,570 +595%
MBT
111
Montecito Bank & Trust
California
$1.61M +$1.61M +70,165 New
PFM
112
Phillips Financial Management
Indiana
$1.59M +$463K +20,249 +41%
Creative Planning
113
Creative Planning
Kansas
$1.58M -$444K -19,409 -22%
TLFA
114
True Link Financial Advisors
California
$1.53M -$557K -24,318 -27%
FFG
115
Foundry Financial Group
New Hampshire
$1.53M +$282K +12,336 +23%
SFGP
116
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.52M -$7.4M -323,248 -83%
TFS
117
Thoroughbred Financial Services
Tennessee
$1.51M -$169K -7,389 -10%
ADL
118
Asset Dedication LLC
California
$1.48M +$768K +33,571 +109%
TC
119
Trust Company
Kansas
$1.47M -$56.5K -2,469 -4%
RWP
120
Reliant Wealth Planning
Kentucky
$1.47M +$143K +6,236 +11%
SWP
121
Summit Wealth Partners
Florida
$1.47M +$1.14K +50 +0.1%
HBT
122
Heartland Bank & Trust
Illinois
$1.45M +$1.02M +44,424 +238%
IAIM
123
International Assets Investment Management
Florida
$1.45M
KFAA
124
Klaas Financial Asset Advisors
Illinois
$1.44M -$139K -6,077 -9%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$1.43M