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iShares iBonds Dec 2026 Term Treasury ETF

100 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

16% more funds holding

Funds holding: 86100 (+14)

11% more capital invested

Capital invested by funds: $237M → $264M (+$26.2M)

9.35% less ownership

Funds ownership: 90.46%81.11% (-9.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
49
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$40.2M +$3.68M +160,286 +10%
FCH
2
Freestone Capital Holdings
Washington
$21.2M +$21.5M +937,119 New
CIM
3
Confluence Investment Management
Missouri
$20.8M -$66.1K -2,879 -0.3%
Wells Fargo
4
Wells Fargo
California
$19.4M -$14.5M -633,136 -43%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.1M +$179K +7,799 +1%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$12.8M +$717K +31,212 +6%
Bank of America
7
Bank of America
North Carolina
$12.7M +$304K +13,243 +2%
JAG
8
Journey Advisory Group
Kentucky
$12M +$128K +5,584 +1%
NA
9
NewEdge Advisors
Louisiana
$8.4M -$158K -6,896 -2%
UBS Group
10
UBS Group
Switzerland
$7.99M +$1.42M +61,815 +21%
SWP
11
Stratos Wealth Partners
Ohio
$6.6M +$364K +15,843 +6%
Lido Advisors
12
Lido Advisors
California
$4.84M -$68.1K -2,966 -1%
CCB
13
Country Club Bank
Missouri
$4.42M +$1.66M +72,509 +59%
SCA
14
Snowden Capital Advisors
New York
$4.35M +$498K +21,707 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.28M +$600K +26,155 +16%
RJA
16
Raymond James & Associates
Florida
$3.94M -$3.59M -156,240 -47%
RHP
17
Royal Harbor Partners
Texas
$3.51M +$475K +20,709 +15%
Mariner
18
Mariner
Kansas
$3.46M +$143K +6,234 +4%
Morgan Stanley
19
Morgan Stanley
New York
$3.29M -$220K -9,601 -6%
DP
20
Denver PWM
Colorado
$3.24M +$359K +15,633 +12%
CTC
21
Central Trust Company
Missouri
$3.19M -$87.8K -3,824 -3%
KF
22
Krilogy Financial
Missouri
$2.53M +$268K +11,678 +12%
LPL Financial
23
LPL Financial
California
$2.53M +$572K +24,897 +29%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.48M -$135K -5,875 -5%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.44M +$571K +24,861 +30%