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iShares iBonds Dec 2026 Term Treasury ETF

86 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
49
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$37.3M 1,616,082 +146,197 +10%
Wells Fargo
2
Wells Fargo
California
$34.4M 1,489,433 +981,886 +193%
CIM
3
Confluence Investment Management
Missouri
$21.2M 919,171 +26,670 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.2M 614,040 +229,098 +60%
Bank of America
5
Bank of America
North Carolina
$12.6M 546,219 +189,873 +53%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$12.3M 534,776 +516,348 +2,802%
JAG
7
Journey Advisory Group
Kentucky
$12.1M 524,105 +524,105 New
NA
8
NewEdge Advisors
Louisiana
$8.71M 377,571 +60,428 +19%
RJA
9
Raymond James & Associates
Florida
$7.62M 330,343 +330,343 New
UBS Group
10
UBS Group
Switzerland
$6.72M 290,972 +221,262 +317%
SWP
11
Stratos Wealth Partners
Ohio
$6.36M 275,367 +275,367 New
Lido Advisors
12
Lido Advisors
California
$5M 216,826 +216,826 New
SCA
13
Snowden Capital Advisors
New York
$3.93M 170,154 +12,118 +8%
Morgan Stanley
14
Morgan Stanley
New York
$3.57M 154,696 +80,025 +107%
Jane Street
15
Jane Street
New York
$3.57M 154,619 -140,845 -48%
Mariner
16
Mariner
Kansas
$3.39M 146,693 +21,678 +17%
CTC
17
Central Trust Company
Missouri
$3.34M 144,523 +123,521 +588%
RHP
18
Royal Harbor Partners
Texas
$3.09M 134,073 +25,177 +23%
DP
19
Denver PWM
Colorado
$2.96M 128,224 +71,571 +126%
CCB
20
Country Club Bank
Missouri
$2.83M 122,870 +4,790 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.67M 115,632 +5,752 +5%
KF
22
Krilogy Financial
Missouri
$2.31M 99,997 -90,520 -48%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.03M 88,134 +36,436 +70%
LPL Financial
24
LPL Financial
California
$2M 86,691 +51,993 +150%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.91M 82,727 +35,119 +74%