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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
CIBC World Market
151
CIBC World Market
Ontario, Canada
$654K +$199K +8,730 +44%
TWM
152
Trinity Wealth Management
Pennsylvania
$652K +$418K +18,290 +178%
BPA
153
Beacon Pointe Advisors
California
$643K +$45.5K +1,993 +8%
CSP
154
Cary Street Partners
Virginia
$615K +$616K +26,963 New
SAI
155
Savvy Advisors Inc
New York
$592K +$593K +25,966 New
DSC
156
Duncker Streett & Co
Missouri
$588K +$192K +8,424 +49%
EW
157
Evexia Wealth
Wisconsin
$569K +$363K +15,882 +174%
MWM
158
Modera Wealth Management
New Jersey
$549K +$550K +24,080 New
KOC
159
Koss-Olinger Consulting
Florida
$535K +$9.36K +410 +2%
MAS
160
Madden Advisory Services
Florida
$526K +$527K +23,077 New
SPWM
161
Straight Path Wealth Management
Michigan
$515K +$52.3K +2,290 +11%
GSAM
162
Grant Street Asset Management
Pennsylvania
$512K +$6.96K +305 +1%
RW
163
RVW Wealth
California
$501K +$501K +21,955 New
PB
164
Pinnacle Bancorp
Nebraska
$480K +$33.5K +1,465 +7%
BWM
165
BCS Wealth Management
Tennessee
$470K
GSB
166
Greenfield Savings Bank
Massachusetts
$459K +$69.4K +3,038 +18%
4WM
167
4J Wealth Management
Virginia
$452K -$166K -7,267 -27%
KWM
168
KFG Wealth Management
Indiana
$443K +$121K +5,293 +37%
CBT
169
Crews Bank & Trust
Florida
$441K +$441K +19,325 New
LSAG
170
Lake Street Advisors Group
New Hampshire
$439K -$25.2K -1,104 -5%
PS
171
Principal Securities
Iowa
$438K -$1.96K -86 -0.4%
SWMG
172
Signature Wealth Management Group
Georgia
$428K +$63K +2,757 +17%
CTA
173
Chesley Taft & Associates
Illinois
$424K +$160K +7,000 +60%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$396K +$22.3K +976 +6%
HBT
175
Heartland Bank & Trust
Illinois
$393K +$130K +5,677 +49%