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iShares iBonds Dec 2026 Term Treasury ETF

323 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 106

4% more funds holding

Funds holding: 312323 (+11)

2% less capital invested

Capital invested by funds: $1.95B → $1.91B (-$34.4M)

2.64% less ownership

Funds ownership: 83.42%80.78% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
323
Holders Change
+11
Holders Change %
+3.53%
% of All Funds
3.98%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
38
Increased
127
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
KFG Wealth Management
Indiana
$1.81M +$170K +7,426 +10%
MOS
127
MGO One Seven
Ohio
$1.73M +$163K +7,101 +10%
MCC
128
Money Concepts Capital
Florida
$1.68M +$263K +11,493 +19%
MWM
129
Modera Wealth Management
New Jersey
$1.66M +$50.6K +2,210 +3%
MBT
130
Montecito Bank & Trust
California
$1.64M -$33.2K -1,449 -2%
SCM
131
SummitPoint Capital Management
Colorado
$1.62M +$1.62M +70,680 New
MA
132
Montag & Associates
Georgia
$1.56M -$119K -5,188 -7%
OPA
133
Old Port Advisors
Maine
$1.54M -$344K -15,020 -18%
RWP
134
Reliant Wealth Planning
Kentucky
$1.48M -$38K -1,661 -3%
CFS
135
Cannon Financial Strategists
Georgia
$1.45M +$8.13K +355 +0.6%
HBT
136
Heartland Bank & Trust
Illinois
$1.45M
PIM
137
Penobscot Investment Management
Massachusetts
$1.41M -$22.9K -1,000 -2%
SWP
138
Summit Wealth Partners
Florida
$1.39M -$72.2K -3,154 -5%
TC
139
Trust Company
Kansas
$1.39M -$48K -2,096 -3%
DWM
140
Drive Wealth Management
Utah
$1.38M -$306K -13,353 -18%
FA
141
Faithward Advisors
Pennsylvania
$1.35M +$1.35M +58,864 New
RWM
142
Riverchase Wealth Management
Texas
$1.34M -$54.5K -2,382 -4%
APP
143
Avantax Planning Partners
Iowa
$1.33M
KPWS
144
Kestra Private Wealth Services
Texas
$1.32M +$31.1K +1,358 +2%
EP
145
Essential Planning
New Hampshire
$1.28M -$9.34K -408 -0.7%
CIA
146
Compass Ion Advisors
Pennsylvania
$1.23M +$181K +7,908 +17%
HWM
147
Horizons Wealth Management
North Carolina
$1.2M -$6.39K -279 -0.5%
SCM
148
SCS Capital Management
Massachusetts
$1.19M +$400K +17,486 +51%
IAIM
149
International Assets Investment Management
Florida
$1.15M -$222K -9,682 -16%
HNW
150
High Note Wealth
Minnesota
$1.13M +$64.9K +2,836 +6%