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iShares iBonds Dec 2026 Term Treasury ETF

248 hedge funds and large institutions have $1.28B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 10

309% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 34

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

33% more capital invested

Capital invested by funds: $964M → $1.28B (+$317M)

18% more funds holding

Funds holding: 211248 (+37)

12.42% more ownership

Funds ownership: 69.13%81.55% (+12%)

Holders
248
Holders Change
+37
Holders Change %
+17.54%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
52
Increased
139
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
126
Mill Creek Capital Advisors
Pennsylvania
$1.05M
NG
127
Northstar Group
New York
$1.04M +$594K +26,004 +134%
RFC
128
Regions Financial Corp
Alabama
$999K +$1M +43,805 New
NG
129
Novem Group
New York
$997K +$998K +43,713 New
JSA
130
Jim Saulnier & Associates
Colorado
$950K +$15.3K +672 +2%
PAG
131
Private Advisor Group
New Jersey
$947K +$321K +14,070 +51%
CW
132
CreativeOne Wealth
Kansas
$945K +$210K +9,215 +29%
KPWS
133
Kestra Private Wealth Services
Texas
$936K +$173K +7,559 +23%
SF
134
Safeguard Financial
Wisconsin
$930K +$219K +9,576 +31%
RWM
135
Riverchase Wealth Management
Texas
$927K +$928K +40,637 New
BC
136
Barrett & Company
Rhode Island
$866K +$162K +7,095 +23%
MIM
137
Moseley Investment Management
Florida
$864K +$126K +5,500 +17%
BCM
138
Brookstone Capital Management
Illinois
$845K +$66.1K +2,896 +8%
KFAA
139
Klaas Financial Asset Advisors
Illinois
$828K +$828K +36,282 New
GHA
140
Granite Harbor Advisors
Texas
$823K +$237K +10,381 +40%
LWL
141
Leo Wealth LLC
Texas
$819K -$748K -32,757 -48%
CSIA
142
Conrad Siegel Investment Advisors
Pennsylvania
$787K +$37.4K +1,636 +5%
EW
143
Element Wealth
Mississippi
$787K +$34.6K +1,514 +5%
SRC
144
Shufro Rose & Co
New York
$738K +$3.54K +155 +0.5%
RIA
145
Regal Investment Advisors
Michigan
$722K +$71.7K +3,139 +11%
VPP
146
Vertex Planning Partners
Illinois
$721K +$722K +31,621 New
CIA
147
Compass Ion Advisors
Pennsylvania
$705K
BlackRock
148
BlackRock
New York
$700K +$701K +30,679 New
Cerity Partners
149
Cerity Partners
New York
$685K -$185K -8,098 -21%
Jane Street
150
Jane Street
New York
$678K -$318K -13,935 -32%