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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
BFG
176
Berger Financial Group
Minnesota
$390K +$390K +17,082 New
WIA
177
World Investment Advisors
California
$388K +$639 +28 +0.2%
FWM
178
Focused Wealth Management
New York
$385K +$12.1K +532 +3%
RPSA
179
Richard P. Slaughter Associates
Texas
$384K -$88.4K -3,872 -19%
TCA
180
Transcend Capital Advisors
New Jersey
$370K
ADL
181
Asset Dedication LLC
California
$368K -$1.68M -73,619 -82%
BFP
182
Beacon Financial Planning
Massachusetts
$362K +$363K +15,878 New
AC
183
Apella Capital
Connecticut
$355K +$4.84K +212 +1%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$335K
PWA
185
Physician Wealth Advisors
Utah
$329K +$329K +14,425 New
SAMC
186
Spectrum Asset Management (California)
California
$318K -$183 -8 -0.1%
MWM
187
Mascoma Wealth Management
New Hampshire
$317K +$89.5K +3,919 +39%
CIAS
188
CFS Investment Advisory Services
New Jersey
$316K
MCC
189
Money Concepts Capital
Florida
$290K -$1K -44 -0.3%
MCM
190
Mattern Capital Management
Colorado
$288K -$9.96K -436 -3%
JIR
191
James Investment Research
Ohio
$285K +$285K +12,500 New
AGP
192
Autumn Glory Partners
Texas
$282K -$7.08K -310 -2%
SOS
193
Silver Oak Securities
Tennessee
$281K +$281K +12,322 New
BSTWA
194
Blake Schutter Theil Wealth Advisors
Ohio
$267K
HNB
195
Huntington National Bank
Ohio
$256K
HBT
196
Hills Bank & Trust
Iowa
$254K +$19.9K +873 +9%
IA
197
IFG Advisory
Georgia
$253K +$253K +11,101 New
HFA
198
Highland Financial Advisors
New Jersey
$252K
FFA
199
Farther Finance Advisors
California
$251K -$822K -35,995 -77%
YWM
200
Yoder Wealth Management
California
$220K -$132K -5,800 -38%