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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
TWM
151
Trinity Wealth Management
Pennsylvania
$672K +$16.5K +721 +3%
RPSA
152
Richard P. Slaughter Associates
Texas
$660K +$273K +11,937 +71%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$657K
MWM
154
Modera Wealth Management
New Jersey
$653K +$99.8K +4,367 +18%
PAG
155
Private Advisor Group
New Jersey
$641K -$310K -13,584 -33%
ADL
156
Asset Dedication LLC
California
$639K +$268K +11,743 +73%
BPA
157
Beacon Pointe Advisors
California
$634K -$12.2K -534 -2%
BAM
158
Belpointe Asset Management
Nevada
$625K -$449K -19,654 -42%
SWMG
159
Signature Wealth Management Group
Georgia
$623K +$191K +8,369 +45%
CSP
160
Cary Street Partners
Virginia
$619K
SCA
161
Snowden Capital Advisors
New York
$612K -$6.69M -293,006 -92%
SAI
162
Savvy Advisors Inc
New York
$600K +$4.48K +196 +0.8%
DSC
163
Duncker Streett & Co
Missouri
$592K
RFG
164
RFP Financial Group
Georgia
$590K +$588K +25,729 New
EW
165
Evexia Wealth
Wisconsin
$589K +$17.4K +760 +3%
HF
166
HRT Financial
New York
$583K +$581K +25,446 New
PB
167
Pinnacle Bancorp
Nebraska
$583K +$99.9K +4,371 +21%
CCM
168
Coldstream Capital Management
Washington
$573K +$359K +15,726 +170%
SPWM
169
Straight Path Wealth Management
Michigan
$555K +$36.7K +1,605 +7%
KOC
170
Koss-Olinger Consulting
Florida
$552K +$13.3K +581 +2%
KWM
171
KFG Wealth Management
Indiana
$540K +$93.5K +4,091 +21%
MAS
172
Madden Advisory Services
Florida
$533K +$3.88K +170 +0.7%
BWM
173
BCS Wealth Management
Tennessee
$523K +$50.1K +2,193 +11%
GSAM
174
Grant Street Asset Management
Pennsylvania
$518K +$3.36K +147 +0.7%
WTA
175
Washington Trust Advisors
Massachusetts
$512K +$510K +22,310 New