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iShares iBonds Dec 2026 Term Treasury ETF

211 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

217% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $850M → $964M (+$115M)

12% more funds holding

Funds holding: 189211 (+22)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.46% less ownership

Funds ownership: 74.6%69.13% (-5.5%)

Holders
211
Holders Change
+22
Holders Change %
+11.64%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
114
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$339K
KWM
152
KFG Wealth Management
Indiana
$326K +$324K +14,141 New
SAMC
153
Spectrum Asset Management (California)
California
$322K -$6.8K -297 -2%
CIAS
154
CFS Investment Advisory Services
New Jersey
$319K +$38.4K +1,680 +14%
DWA
155
Delta Wealth Advisors
Indiana
$301K -$13.6K -594 -4%
MCM
156
Mattern Capital Management
Colorado
$301K +$9.93K +434 +3%
MCC
157
Money Concepts Capital
Florida
$295K +$1.67K +73 +0.6%
AGP
158
Autumn Glory Partners
Texas
$293K
BSTWA
159
Blake Schutter Theil Wealth Advisors
Ohio
$270K +$268K +11,724 New
CTA
160
Chesley Taft & Associates
Illinois
$268K +$265K +11,600 New
HBT
161
Heartland Bank & Trust
Illinois
$267K +$264K +11,556 New
HFA
162
Highland Financial Advisors
New Jersey
$254K
GS
163
GTS Securities
New York
$248K +$24.4K +1,065 +11%
TWM
164
Trinity Wealth Management
Pennsylvania
$238K
HBT
165
Hills Bank & Trust
Iowa
$237K
MWM
166
Mascoma Wealth Management
New Hampshire
$230K
MFG
167
Mendota Financial Group
Wisconsin
$225K -$141K -6,143 -39%
RBFC
168
Roman Butler Fullerton & Co
Missouri
$222K +$222K +9,699 New
CCM
169
Coldstream Capital Management
Washington
$214K +$212K +9,268 New
EW
170
Evexia Wealth
Wisconsin
$208K +$208K +9,111 New
CWM
171
Connecticut Wealth Management
Connecticut
$208K +$206K +9,000 New
PA
172
Pineridge Advisors
Missouri
$206K +$2.1K +92 +1%
WT
173
Washington Trust
Rhode Island
$200K -$45.8K -2,000 -19%
MA
174
Montag & Associates
Georgia
$163K
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$158K -$2.61K -114 -2%