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iShares iBonds Dec 2026 Term Treasury ETF

189 hedge funds and large institutions have $850M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $711M → $850M (+$138M)

6% more funds holding

Funds holding: 178189 (+11)

2.29% more ownership

Funds ownership: 72.31%74.6% (+2.3%)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% 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
20
Increased
111
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.3M +$3.46M +153,477 +5%
HPC
2
HM Payson & Co
Maine
$75.1M +$9.5M +421,086 +15%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$59.9M +$59.4M +2,633,192 +27,732%
CIA
4
Capital Investment Advisors
Georgia
$51.9M +$2M +88,816 +4%
Bank of America
5
Bank of America
North Carolina
$41.6M +$5.31M +235,264 +15%
NA
6
NewEdge Advisors
Louisiana
$34.2M -$1.21M -53,445 -3%
Wells Fargo
7
Wells Fargo
California
$28.6M -$662K -29,313 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$16.7M +738,317 +193%
B
9
Bailard
California
$24M -$1.42M -62,824 -6%
UBS Group
10
UBS Group
Switzerland
$21.5M +$1.62M +71,705 +8%
CIM
11
Confluence Investment Management
Missouri
$19.6M -$88.3K -3,910 -0.5%
MFG
12
Monumental Financial Group
Maryland
$14.4M +$14.3M +634,479 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$14M +$2.72M +120,379 +24%
SWP
14
Stratos Wealth Partners
Ohio
$13.6M +$700K +31,015 +5%
LPL Financial
15
LPL Financial
California
$13M +$230K +10,208 +2%
MCM
16
MV Capital Management
Maryland
$12.7M +$148K +6,548 +1%
DP
17
Denver PWM
Colorado
$12.6M +$12.5M +555,420 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$12.6M +$917K +40,634 +8%
TC
19
Trust Company
Kansas
$11.9M +$219K +9,706 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11M -$10.7K -473 -0.1%
KF
21
Krilogy Financial
Missouri
$10.5M +$195K +8,651 +2%
SPIA
22
Steward Partners Investment Advisory
New York
$9.99M +$587K +25,997 +6%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$9.44M +$226K +9,999 +2%
Stifel Financial
24
Stifel Financial
Missouri
$9.2M +$7.51M +332,797 +454%
Osaic Holdings
25
Osaic Holdings
Arizona
$9.01M +$3.2M +141,796 +55%