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iShares iBonds Dec 2026 Term Treasury ETF

188 hedge funds and large institutions have $849M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
19
Increased
111
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.3M 3,410,339 +153,477 +5%
HPC
2
HM Payson & Co
Maine
$75.1M 3,314,728 +421,086 +15%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$59.9M 2,642,687 +2,633,192 +27,732%
CIA
4
Capital Investment Advisors
Georgia
$51.9M 2,291,073 +88,816 +4%
Bank of America
5
Bank of America
North Carolina
$41.6M 1,834,564 +235,264 +15%
NA
6
NewEdge Advisors
Louisiana
$34.2M 1,507,574 -53,445 -3%
Wells Fargo
7
Wells Fargo
California
$28.6M 1,264,522 -29,313 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$25.4M 1,121,743 +738,317 +193%
B
9
Bailard
California
$24M 1,058,735 -62,824 -6%
UBS Group
10
UBS Group
Switzerland
$21.5M 948,005 +71,705 +8%
CIM
11
Confluence Investment Management
Missouri
$19.6M 864,059 -3,910 -0.5%
MFG
12
Monumental Financial Group
Maryland
$14.4M 634,479 +634,479 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$14M 617,350 +120,379 +24%
SWP
14
Stratos Wealth Partners
Ohio
$13.6M 600,270 +31,015 +5%
LPL Financial
15
LPL Financial
California
$13M 574,600 +10,208 +2%
MCM
16
MV Capital Management
Maryland
$12.7M 561,562 +6,548 +1%
DP
17
Denver PWM
Colorado
$12.6M 555,420 +555,420 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$12.6M 554,689 +40,634 +8%
TC
19
Trust Company
Kansas
$11.9M 525,682 +9,706 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11M 483,710 -473 -0.1%
KF
21
Krilogy Financial
Missouri
$10.5M 464,928 +8,651 +2%
SPIA
22
Steward Partners Investment Advisory
New York
$9.99M 441,175 +25,997 +6%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$9.44M 416,845 +9,999 +2%
Stifel Financial
24
Stifel Financial
Missouri
$9.2M 406,060 +332,797 +454%
Osaic Holdings
25
Osaic Holdings
Arizona
$9.01M 397,565 +141,796 +55%