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iShares iBonds Dec 2026 Term Treasury ETF

70 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

100% more funds holding

Funds holding: 3570 (+35)

27% more capital invested

Capital invested by funds: $106M → $135M (+$28.9M)

7.25% less ownership

Funds ownership: 87.96%80.71% (-7.2%)

Holders
70
Holders Change
+35
Holders Change %
+100%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
19
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$33.4M +$2.29M +100,804 +7%
CIM
2
Confluence Investment Management
Missouri
$20.3M +$4.63M +204,233 +30%
Wells Fargo
3
Wells Fargo
California
$11.5M +$8.29M +365,484 +257%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.74M +$8.1M +356,768 +1,266%
Bank of America
5
Bank of America
North Carolina
$8.09M +$2.66M +117,197 +49%
Jane Street
6
Jane Street
New York
$6.71M +$6.7M +295,464 New
SBL
7
Sargent Bickham Lagudis
Colorado
$4.86M +$449K +19,795 +10%
KF
8
Krilogy Financial
Missouri
$4.33M +$4.32M +190,517 New
SCA
9
Snowden Capital Advisors
New York
$3.59M +$3.59M +158,036 New
Mariner
10
Mariner
Kansas
$2.84M +$2.84M +125,015 New
CCB
11
Country Club Bank
Missouri
$2.68M +$2.68M +118,080 New
HighTower Advisors
12
HighTower Advisors
Illinois
$2.5M +$43.6K +1,920 +2%
RHP
13
Royal Harbor Partners
Texas
$2.47M +$254K +11,187 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.74M +$266K +11,730 +18%
Morgan Stanley
15
Morgan Stanley
New York
$1.7M +$1.57M +69,092 +1,238%
UBS Group
16
UBS Group
Switzerland
$1.58M +$1.3M +57,295 +461%
DP
17
Denver PWM
Colorado
$1.29M +$1.29M +56,653 New
Creative Planning
18
Creative Planning
Kansas
$1.26M +$824K +36,320 +189%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.17M +$1.17M +51,698 New
Stifel Financial
20
Stifel Financial
Missouri
$1.16M -$18.8M -829,385 -94%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.08M +$1.08M +47,608 New
LPL Financial
22
LPL Financial
California
$788K +$787K +34,698 New
CAN
23
Cetera Advisor Networks
California
$665K +$665K +29,287 New
Citadel Advisors
24
Citadel Advisors
Florida
$590K +$589K +25,967 New
PWM
25
Perigon Wealth Management
California
$548K +$547K +24,115 New