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iShares iBonds Dec 2026 Term Treasury ETF

28 hedge funds and large institutions have $108M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

99% more capital invested

Capital invested by funds: $54.4M → $108M (+$53.7M)

87% more funds holding

Funds holding: 1528 (+13)

13.1% more ownership

Funds ownership: 88.82%101.92% (+13%)

Holders
28
Holders Change
+13
Holders Change %
+86.67%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
11
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$29.6M +$29.6M +1,254,780 New
Stifel Financial
2
Stifel Financial
Missouri
$22.1M +$1.66M +70,363 +8%
CIM
3
Confluence Investment Management
Missouri
$15.8M +$285K +12,056 +2%
SPF
4
Steven Patrick Farmer
$15.8M +$15.9M +671,884 New
BFEC
5
Benjamin F. Edwards & Company
Missouri
$12.5M +$1.32M +55,782 +12%
SBL
6
Sargent Bickham Lagudis
Colorado
$3.8M +$2.55M +107,973 +202%
Bank of America
7
Bank of America
North Carolina
$1.75M +$1.19M +50,406 +212%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.4M +$1.4M +59,309 New
Citadel Advisors
9
Citadel Advisors
Florida
$678K +$11.6K +491 +2%
VWA
10
Visionary Wealth Advisors
Illinois
$667K +$22.3K +947 +3%
HLOC
11
H.L. Ormond & Company
North Carolina
$526K +$19.2K +812 +4%
Jane Street
12
Jane Street
New York
$449K -$314K -13,286 -41%
BEI
13
Benjamin Edwards Inc
Missouri
$417K +$291K +12,312 +229%
PAS
14
Park Avenue Securities
New York
$361K +$74.3K +3,150 +26%
4WM
15
4J Wealth Management
Virginia
$354K +$354K +15,004 New
Cerity Partners
16
Cerity Partners
New York
$308K +$309K +13,082 New
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$304K +$304K +12,888 New
UBS Group
18
UBS Group
Switzerland
$296K +$296K +12,555 New
LA
19
LVW Advisors
New York
$236K +$236K +10,000 New
Creative Planning
20
Creative Planning
Kansas
$222K +$222K +9,427 New
SPIA
21
Steward Partners Investment Advisory
New York
$192K +$192K +8,129 New
Morgan Stanley
22
Morgan Stanley
New York
$110K +$110K +4,650 New
Osaic Holdings
23
Osaic Holdings
Arizona
$93K +$20.2K +856 +28%
GI
24
Gradient Investments
Minnesota
$49K +$48.8K +2,067 New
FNBOSM
25
First National Bank of South Miami
Florida
$31K +$30.7K +1,300 New