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iShares iBonds Dec 2026 Term Treasury ETF
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Overview Fund Activity

274 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
29
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$121M
2
Raymond James Financial
2
Raymond James Financial
Florida
$40.8M
3
SWA
3
Stratos Wealth Advisors
Ohio
$11.6M
4
CWM
4
Connecticut Wealth Management
Connecticut
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$83.5M

Top Sellers

1
B
1
Bailard
California
$2.87M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
5
Steward Partners Investment Advisory
New York
$6.38M
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$1.3M 56,664 +1,909 +3%
FFG
127
Foundry Financial Group
New Hampshire
$1.24M 54,175 -7,591 -12%
CW
128
CreativeOne Wealth
Kansas
$1.23M 53,680 +13,500 +34%
EH
129
Equitable Holdings
New York
$1.17M 50,853 -7,007 -12%
PFM
130
Phillips Financial Management
Indiana
$1.12M 48,994 -6,791 -12%
SPC
131
Sigma Planning Corp
Michigan
$1.11M 48,542 -783 -2%
RWM
132
Riverchase Wealth Management
Texas
$1.08M 47,261 +1,614 +4%
HWM
133
Horizons Wealth Management
North Carolina
$1.07M 46,552 -47 -0.1%
MCCA
134
Mill Creek Capital Advisors
Pennsylvania
$1.05M 45,880 – –
KIM
135
Kestra Investment Management
Texas
$1.04M 45,365 +15,180 +50%
OC
136
Oppenheimer & Co
New York
$1.04M 45,174 +159 +0.4%
JSA
137
Jim Saulnier & Associates
Colorado
$1.03M 45,039 +3,101 +7%
CIA
138
Compass Ion Advisors
Pennsylvania
$1.03M 44,938 +7,645 +20%
MFG
139
Merit Financial Group
Georgia
$1.01M 44,010 +44,010 New
BC
140
Barrett & Company
Rhode Island
$977K 42,625 +6 +0%
KPWS
141
Kestra Private Wealth Services
Texas
$956K 41,676 -3,502 -8%
FDW
142
Fourth Dimension Wealth
Ohio
$946K 41,276 +31,904 +340%
EW
143
Element Wealth
Mississippi
$883K 38,488 +4,271 +12%
RPSA
144
Richard P. Slaughter Associates
Texas
$812K 35,425 +6,635 +23%
GHA
145
Granite Harbor Advisors
Texas
$810K 35,339 +917 +3%
NG
146
Novem Group
New York
$799K 34,838 +2,097 +6%
LWL
147
Leo Wealth LLC
Texas
$767K 33,458 -12,089 -27%
TWM
148
Trinity Wealth Management
Pennsylvania
$731K 31,880 +2,570 +9%
ADL
149
Asset Dedication LLC
California
$709K 30,938 +3,066 +11%
CSP
150
Cary Street Partners
Virginia
$658K 28,712 +1,749 +6%
4 5
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