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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
CCM
201
Coldstream Capital Management
Washington
$211K
Comerica Bank
202
Comerica Bank
Texas
$210K +$199K +8,727 +1,799%
PA
203
Pineridge Advisors
Missouri
$207K +$2.81K +123 +1%
WT
204
Washington Trust
Rhode Island
$197K
FDW
205
Fourth Dimension Wealth
Ohio
$193K +$193K +8,468 New
MFG
206
Mendota Financial Group
Wisconsin
$192K -$30.7K -1,345 -14%
OPTFSNA
207
Old Point Trust & Financial Services N A
Virginia
$184K +$136K +5,950 +283%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$175K +$18.5K +812 +12%
KIM
209
Kestra Investment Management
Texas
$158K +$158K +6,939 New
AWM
210
AllSquare Wealth Management
New York
$157K +$127K +5,568 +417%
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K
SWC
212
Spectrum Wealth Counsel
Indiana
$114K -$1.17K -51 -1%
WSFS
213
Wilmington Savings Fund Society
Delaware
$114K +$114K +5,000 New
EB
214
Eastern Bank
Massachusetts
$112K -$959 -42 -0.8%
AF
215
Advisornet Financial
Minnesota
$108K -$8.33K -365 -7%
CTWM
216
Cherry Tree Wealth Management
Minnesota
$102K +$15K +657 +17%
WMS
217
Wealth Management Strategies
Pennsylvania
$80.3K +$8.03M +351,893 New
HC
218
Hara Capital
Washington
$76.3K -$47.3K -2,072 -38%
BWL
219
Bogart Wealth LLC
Virginia
$76K +$2.38K +104 +3%
PTC
220
Private Trust Company
Ohio
$75.1K
HI
221
Harbour Investments
Wisconsin
$69.6K +$28.9K +1,264 +71%
AWM
222
AE Wealth Management
Kansas
$67.4K +$67.5K +2,956 New
CWM
223
Centricity Wealth Management
Ohio
$63.9K +$63.9K +2,800 New
CA
224
CoreCap Advisors
Michigan
$63.6K +$63.7K +2,788 New
KBFS
225
Kohmann Bosshard Financial Services
Ohio
$46.6K +$46.6K +2,043 New