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iShares iBonds Dec 2026 Term Treasury ETF

189 hedge funds and large institutions have $850M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $711M → $850M (+$138M)

6% more funds holding

Funds holding: 178189 (+11)

2.29% more ownership

Funds ownership: 72.31%74.6% (+2.3%)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
111
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Trinity Wealth Management
Pennsylvania
$233K
HBT
152
Hills Bank & Trust
Iowa
$233K +$11.3K +501 +5%
MWM
153
Mascoma Wealth Management
New Hampshire
$226K -$88.9K -3,940 -28%
AWM
154
AE Wealth Management
Kansas
$223K +$222K +9,841 New
GS
155
GTS Securities
New York
$219K +$219K +9,682 New
DWT
156
Dorsey & Whitney Trust
South Dakota
$213K +$212K +9,380 New
PA
157
Pineridge Advisors
Missouri
$200K +$2.05K +91 +1%
MA
158
Montag & Associates
Georgia
$160K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$157K +$158K +6,982 New
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K
SWC
161
Spectrum Wealth Counsel
Indiana
$115K +$47.8K +2,116 +72%
AF
162
Advisornet Financial
Minnesota
$107K -$25.1K -1,114 -19%
LWA
163
Lowe Wealth Advisors
Maryland
$99.7K +$99.4K +4,402 New
ATPW
164
Ashton Thomas Private Wealth
Arizona
$98.9K +$98.5K +4,365 New
OLVIG
165
Oliver Lagore Vanvalin Investment Group
Michigan
$77.9K -$175K -7,732 -69%
PTC
166
Private Trust Company
Ohio
$74.6K
BWL
167
Bogart Wealth LLC
Virginia
$73.1K +$45 +2 +0.1%
UCB
168
United Community Bank
South Carolina
$67.8K +$2.01K +89 +3%
CTWM
169
Cherry Tree Wealth Management
Minnesota
$66.5K +$36.1K +1,601 +120%
JP Morgan Chase
170
JP Morgan Chase
New York
$49.3K +$26.3K +1,167 +115%
Comerica Bank
171
Comerica Bank
Texas
$45.1K +$34K +1,506 +311%
CAL
172
Capital Analysts LLC
Pennsylvania
$45K
TCM
173
TD Capital Management
Tennessee
$44.2K +$451 +20 +1%
FCA
174
FinTrust Capital Advisors
South Carolina
$35.4K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$35.3K +$361 +16 +1%