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iShares iBonds Dec 2026 Term Treasury ETF

292 hedge funds and large institutions have $1.76B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 69

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more capital invested

Capital invested by funds: $1.59B → $1.76B (+$175M)

4% more funds holding

Funds holding: 280292 (+12)

2.57% more ownership

Funds ownership: 82.35%84.92% (+2.6%)

Holders
292
Holders Change
+12
Holders Change %
+4.29%
% of All Funds
3.83%
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
152
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
201
Old Point Trust & Financial Services N A
Virginia
$367K +$22.9K +1,000 +7%
VWA
202
Visionary Wealth Advisors
Illinois
$364K +$86.8K +3,792 +31%
SFB
203
STAR Financial Bank
Indiana
$352K -$1.73M -75,418 -83%
EW
204
Evexia Wealth
Wisconsin
$350K +$18.9K +824 +6%
KIM
205
Kestra Investment Management
Texas
$348K -$691K -30,184 -67%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$337K
BFG
207
Berger Financial Group
Minnesota
$329K -$44.6K -1,949 -12%
MPI
208
Mairs & Power Inc
Minnesota
$327K -$254K -11,105 -78%
OCG
209
Opus Capital Group
Ohio
$325K +$324K +14,150 New
WIA
210
World Investment Advisors
California
$322K -$36.1K -1,578 -10%
IA
211
IFG Advisory
Georgia
$320K +$62.4K +2,728 +24%
BSTWA
212
Blake Schutter Theil Wealth Advisors
Ohio
$319K
RPC
213
Rossmore Private Capital
Connecticut
$319K +$117K +5,118 +58%
LWM
214
Liberty Wealth Management
California
$312K +$2.72K +119 +0.9%
RMAM
215
Raab & Moskowitz Asset Management
New Jersey
$311K +$93.2K +4,071 +43%
HBT
216
Hills Bank & Trust
Iowa
$311K +$20.8K +909 +7%
FFS
217
Flavin Financial Services
Florida
$307K -$3.66M -160,091 -92%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$307K +$287K +12,544 +1,479%
AGP
219
Autumn Glory Partners
Texas
$301K +$22.9K +1,002 +8%
CFG
220
Cooper Financial Group
California
$289K +$2.43K +106 +0.8%
MCM
221
Mattern Capital Management
Colorado
$289K
MA
222
MONECO Advisors
Connecticut
$289K
4WM
223
4J Wealth Management
Virginia
$280K +$572 +25 +0.2%
MAM
224
McLean Asset Management
Virginia
$275K +$275K +12,019 New
WEG
225
World Equity Group
Illinois
$274K +$273K +11,932 New