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iShares iBonds Dec 2026 Term Treasury ETF

264 hedge funds and large institutions have $1.47B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15% more capital invested

Capital invested by funds: $1.28B → $1.47B (+$187M)

6% more funds holding

Funds holding: 248264 (+16)

0.85% less ownership

Funds ownership: 81.55%80.71% (-0.85%)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
3.54%
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
143
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
126
Phillips Financial Management
Indiana
$1.28M +$12K +527 +1%
RWP
127
Reliant Wealth Planning
Kentucky
$1.27M -$110K -4,798 -8%
RFC
128
Regions Financial Corp
Alabama
$1.26M +$250K +10,950 +25%
SWA
129
Stratos Wealth Advisors
Ohio
$1.22M -$62.8K -2,749 -5%
MBT
130
Montecito Bank & Trust
California
$1.14M +$68.5K +3,000 +6%
SPC
131
Sigma Planning Corp
Michigan
$1.13M +$68.9K +3,015 +7%
PA
132
PSI Advisors
Florida
$1.12M -$59.4K -2,600 -5%
SF
133
Safeguard Financial
Wisconsin
$1.09M +$154K +6,755 +17%
HWM
134
Horizons Wealth Management
North Carolina
$1.07M -$5.37K -235 -0.5%
MCCA
135
Mill Creek Capital Advisors
Pennsylvania
$1.05M
RWM
136
Riverchase Wealth Management
Texas
$1.05M +$114K +5,010 +12%
LWL
137
Leo Wealth LLC
Texas
$1.04M +$220K +9,638 +27%
KPWS
138
Kestra Private Wealth Services
Texas
$1.04M +$95K +4,157 +10%
OC
139
Oppenheimer & Co
New York
$1.03M +$1.03M +45,015 New
MIM
140
Moseley Investment Management
Florida
$1.03M +$162K +7,100 +19%
BC
141
Barrett & Company
Rhode Island
$978K +$106K +4,658 +12%
JSA
142
Jim Saulnier & Associates
Colorado
$962K +$6.24K +273 +0.7%
CW
143
CreativeOne Wealth
Kansas
$922K -$28.4K -1,245 -3%
CIA
144
Compass Ion Advisors
Pennsylvania
$856K +$146K +6,370 +21%
CSIA
145
Conrad Siegel Investment Advisors
Pennsylvania
$815K +$22.8K +997 +3%
GHA
146
Granite Harbor Advisors
Texas
$790K -$37.6K -1,645 -5%
EW
147
Element Wealth
Mississippi
$785K -$6.53K -286 -0.8%
NG
148
Novem Group
New York
$751K -$251K -10,972 -25%
KIM
149
Kestra Investment Management
Texas
$692K +$531K +23,246 +335%
RIA
150
Regal Investment Advisors
Michigan
$691K -$35.4K -1,551 -5%