IBTG icon

iShares iBonds Dec 2026 Term Treasury ETF

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$1.26M +$251K +10,950 +25%
SWA
127
Stratos Wealth Advisors
Ohio
$1.22M -$63.1K -2,749 -5%
MBT
128
Montecito Bank & Trust
California
$1.14M +$68.8K +3,000 +6%
SPC
129
Sigma Planning Corp
Michigan
$1.13M +$69.2K +3,015 +7%
PA
130
PSI Advisors
Florida
$1.12M -$59.6K -2,600 -5%
SF
131
Safeguard Financial
Wisconsin
$1.09M +$155K +6,755 +17%
HWM
132
Horizons Wealth Management
North Carolina
$1.07M -$5.39K -235 -0.5%
MCCA
133
Mill Creek Capital Advisors
Pennsylvania
$1.05M
RWM
134
Riverchase Wealth Management
Texas
$1.05M +$115K +5,010 +12%
LWL
135
Leo Wealth LLC
Texas
$1.04M +$221K +9,638 +27%
KPWS
136
Kestra Private Wealth Services
Texas
$1.04M +$95.4K +4,157 +10%
OC
137
Oppenheimer & Co
New York
$1.03M +$1.03M +45,015 New
MIM
138
Moseley Investment Management
Florida
$1.03M +$163K +7,100 +19%
BC
139
Barrett & Company
Rhode Island
$978K +$107K +4,658 +12%
JSA
140
Jim Saulnier & Associates
Colorado
$962K +$6.26K +273 +0.7%
CW
141
CreativeOne Wealth
Kansas
$922K -$28.6K -1,245 -3%
CIA
142
Compass Ion Advisors
Pennsylvania
$856K +$146K +6,370 +21%
CSIA
143
Conrad Siegel Investment Advisors
Pennsylvania
$815K +$22.9K +997 +3%
GHA
144
Granite Harbor Advisors
Texas
$790K -$37.7K -1,645 -5%
EW
145
Element Wealth
Mississippi
$785K -$6.56K -286 -0.8%
NG
146
Novem Group
New York
$751K -$252K -10,972 -25%
KIM
147
Kestra Investment Management
Texas
$692K +$533K +23,246 +335%
RIA
148
Regal Investment Advisors
Michigan
$691K -$35.6K -1,551 -5%
TWM
149
Trinity Wealth Management
Pennsylvania
$672K +$16.5K +721 +3%
RPSA
150
Richard P. Slaughter Associates
Texas
$660K +$274K +11,937 +71%