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iShares iBonds Dec 2026 Term Treasury ETF

106 hedge funds and large institutions have $282M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $264M → $282M (+$18.5M)

6% more funds holding

Funds holding: 100106 (+6)

8.76% less ownership

Funds ownership: 81.11%72.35% (-8.8%)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
62
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$43.1M +$3.15M +139,857 +8%
Wells Fargo
2
Wells Fargo
California
$24.5M +$5.27M +233,571 +27%
CIM
3
Confluence Investment Management
Missouri
$20.3M -$248K -10,993 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.2M +$1.25M +55,261 +9%
JAG
5
Journey Advisory Group
Kentucky
$12M +$104K +4,607 +0.9%
MCM
6
MV Capital Management
Maryland
$11M +$10.1M +447,664 +1,049%
Bank of America
7
Bank of America
North Carolina
$10.6M -$1.94M -86,220 -15%
NA
8
NewEdge Advisors
Louisiana
$10.4M +$2.04M +90,457 +24%
UBS Group
9
UBS Group
Switzerland
$8.65M +$724K +32,101 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.92M +$3.69M +163,531 +86%
SWP
11
Stratos Wealth Partners
Ohio
$7.32M +$784K +34,764 +12%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$6.58M -$6.16M -273,231 -48%
GBWM
13
Granite Bay Wealth Management
New Hampshire
$5.68M +$5.68M +252,000 New
SCA
14
Snowden Capital Advisors
New York
$5.22M +$914K +40,532 +21%
Lido Advisors
15
Lido Advisors
California
$4.85M +$46.5K +2,064 +1%
Morgan Stanley
16
Morgan Stanley
New York
$4.48M +$1.23M +54,348 +37%
RJA
17
Raymond James & Associates
Florida
$4.15M +$234K +10,380 +6%
Mariner
18
Mariner
Kansas
$3.6M +$168K +7,471 +5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.58M +$2.74M +121,643 +323%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.54M +$3.56M +157,714 New
DP
21
Denver PWM
Colorado
$3.45M +$236K +10,469 +7%
LPL Financial
22
LPL Financial
California
$3.37M +$865K +38,389 +34%
CTC
23
Central Trust Company
Missouri
$3.13M -$31.9K -1,415 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.06M +$1.21M +53,649 +65%
CCB
25
Country Club Bank
Missouri
$2.83M -$1.56M -69,242 -35%