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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
AWM
201
Abound Wealth Management
Tennessee
$15.8K +$15.7K +687 New
HWA
202
HHM Wealth Advisors
Tennessee
$13.6K
US Bancorp
203
US Bancorp
Minnesota
$11.5K
Comerica Bank
204
Comerica Bank
Texas
$11.2K -$34.5K -1,506 -76%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$9.84K +$9.84K +430 New
ACA
206
Aptus Capital Advisors
Alabama
$3.14K
LWA
207
Lowe Wealth Advisors
Maryland
$2.28K -$98.5K -4,303 -98%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$1.25K
NRG
209
Nemes Rush Group
Michigan
$1.09K -$183 -8 -14%
CAM
210
Costello Asset Management
Pennsylvania
$415 +$412 +18 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$23
CIM
212
Confluence Investment Management
Missouri
-$19.6M -864,059 Closed
OFS
213
OneAscent Financial Services
Alabama
-$3.93M -173,584 Closed
SFC
214
Strategic Financial Concepts
Texas
-$2.73K -62,103 Closed
APP
215
Avantax Planning Partners
Iowa
-$1.08M -47,830 Closed
IAIM
216
International Assets Investment Management
Florida
-$441K -19,475 Closed
AWM
217
AE Wealth Management
Kansas
-$223K -9,841 Closed
ATPW
218
Ashton Thomas Private Wealth
Arizona
-$98.9K -4,365 Closed
JP Morgan Chase
219
JP Morgan Chase
New York
-$49.3K -2,178 Closed
HNB
220
Huntington National Bank
Ohio
-$13.1K