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iShares iBonds Dec 2026 Term Treasury ETF

159 hedge funds and large institutions have $609M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 5

387% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 15

116% more capital invested

Capital invested by funds: $282M → $609M (+$327M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more funds holding

Funds holding: 106159 (+53)

9.47% more ownership

Funds ownership: 72.35%81.81% (+9.5%)

Holders
159
Holders Change
+53
Holders Change %
+50%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
73
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$130M +$124M +5,477,449 +2,746%
CIA
2
Capital Investment Advisors
Georgia
$46.6M +$2.81M +124,507 +6%
NA
3
NewEdge Advisors
Louisiana
$28.4M +$17.6M +781,928 +170%
Wells Fargo
4
Wells Fargo
California
$28.4M +$3.45M +152,805 +14%
Bank of America
5
Bank of America
North Carolina
$26.3M +$15.3M +679,455 +144%
ICG
6
InterOcean Capital Group
Tennessee
$22.9M +$21.4M +949,547 +1,799%
CIM
7
Confluence Investment Management
Missouri
$19.7M -$981K -43,472 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15.6M +$82.2K +3,643 +0.5%
UBS Group
9
UBS Group
Switzerland
$15.5M +$6.65M +294,621 +77%
B
10
Bailard
California
$13.2M +$13M +575,710 New
SWP
11
Stratos Wealth Partners
Ohio
$12.5M +$5.03M +223,061 +68%
JAG
12
Journey Advisory Group
Kentucky
$12.5M +$243K +10,748 +2%
MCM
13
MV Capital Management
Maryland
$12M +$828K +36,687 +7%
TC
14
Trust Company
Kansas
$10.7M +$10.6M +470,215 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.2M +$2.13M +94,261 +27%
LPL Financial
16
LPL Financial
California
$10M +$6.53M +289,182 +193%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$9.09M +$8.08M +358,232 +907%
SPIA
18
Steward Partners Investment Advisory
New York
$8.69M +$8.4M +372,087 +4,577%
KF
19
Krilogy Financial
Missouri
$7.45M +$4.73M +209,449 +180%
Financial Engines Advisors
20
Financial Engines Advisors
California
$7.39M +$7.29M +323,229 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$6.99M +$4.18M +185,325 +154%
MFIM
22
Mesirow Financial Investment Management
Illinois
$6.81M +$6.72M +297,846 New
Lido Advisors
23
Lido Advisors
California
$6.67M +$1.72M +76,089 +35%
GBWM
24
Granite Bay Wealth Management
New Hampshire
$5.69M
SCA
25
Snowden Capital Advisors
New York
$5.39M +$82.1K +3,637 +2%