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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
SAMC
201
Spectrum Asset Management (California)
California
$334K +$13.4K +588 +4%
Goldman Sachs
202
Goldman Sachs
New York
$322K -$1.2M -52,524 -79%
BSTWA
203
Blake Schutter Theil Wealth Advisors
Ohio
$319K +$50.1K +2,191 +19%
4WM
204
4J Wealth Management
Virginia
$304K -$150K -6,558 -33%
MCC
205
Money Concepts Capital
Florida
$292K
MCM
206
Mattern Capital Management
Colorado
$289K
MA
207
MONECO Advisors
Connecticut
$289K +$288K +12,588 New
JIR
208
James Investment Research
Ohio
$287K
CFG
209
Cooper Financial Group
California
$285K +$283K +12,402 New
AGP
210
Autumn Glory Partners
Texas
$284K
SOS
211
Silver Oak Securities
Tennessee
$282K
HBT
212
Hills Bank & Trust
Iowa
$280K +$24.2K +1,058 +9%
UCB
213
United Community Bank
South Carolina
$256K +$255K +11,170 New
IA
214
IFG Advisory
Georgia
$256K +$1K +44 +0.4%
HFA
215
Highland Financial Advisors
New Jersey
$253K
FFA
216
Farther Finance Advisors
California
$252K
PJSIMP
217
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K +$248K +10,853 New
IAA
218
Independent Advisor Alliance
North Carolina
$242K -$2.67M -116,809 -92%
MWM
219
Mascoma Wealth Management
New Hampshire
$229K -$89.5K -3,919 -28%
FDW
220
Fourth Dimension Wealth
Ohio
$215K +$20.7K +904 +11%
WJA
221
Willis Johnson & Associates
Texas
$211K +$210K +9,180 New
PA
222
Pineridge Advisors
Missouri
$209K +$1.37K +60 +0.7%
RPC
223
Rossmore Private Capital
Connecticut
$201K +$200K +8,772 New
UIM
224
Unified Investment Management
Georgia
$201K +$200K +8,763 New
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$174K -$1.6K -70 -0.9%