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iShares iBonds Dec 2026 Term Treasury ETF

35 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

25% more funds holding

Funds holding: 2835 (+7)

2% less capital invested

Capital invested by funds: $108M → $106M (-$2.43M)

13.96% less ownership

Funds ownership: 101.92%87.96% (-14%)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$31M +$2.67M +114,301 +9%
Stifel Financial
2
Stifel Financial
Missouri
$20M -$1.3M -55,684 -6%
CIM
3
Confluence Investment Management
Missouri
$15.6M +$382K +16,384 +2%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$12.6M +$605K +25,914 +5%
Bank of America
5
Bank of America
North Carolina
$5.42M +$3.85M +165,012 +223%
SBL
6
Sargent Bickham Lagudis
Colorado
$4.4M +$762K +32,659 +20%
Wells Fargo
7
Wells Fargo
California
$3.22M +$3.29M +140,930 +12,439%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.44M +$1.14M +48,651 +82%
RHP
9
Royal Harbor Partners
Texas
$2.21M +$2.28M +97,709 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.47M +$1.51M +64,826 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.09M +$1.12M +48,047 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$639K +$658K +28,174 New
VWA
13
Visionary Wealth Advisors
Illinois
$594K -$48.9K -2,095 -7%
BEI
14
Benjamin Edwards Inc
Missouri
$533K +$136K +5,821 +33%
HLOC
15
H.L. Ormond & Company
North Carolina
$501K -$4.69K -201 -0.9%
Creative Planning
16
Creative Planning
Kansas
$434K +$227K +9,740 +103%
PAS
17
Park Avenue Securities
New York
$426K +$81K +3,470 +23%
WHCI
18
W.H. Cornerstone Investments
Massachusetts
$403K +$417K +17,868 New
4WM
19
4J Wealth Management
Virginia
$386K +$47.1K +2,016 +13%
Cerity Partners
20
Cerity Partners
New York
$306K +$9.97K +427 +3%
FTUS
21
Flow Traders U.S.
New York
$296K +$304K +13,039 New
UBS Group
22
UBS Group
Switzerland
$281K -$3.27K -140 -1%
T
23
TCWP
Ohio
$255K +$263K +11,273 New
LA
24
LVW Advisors
New York
$227K
BC
25
Barrett & Company
Rhode Island
$208K +$214K +9,174 New