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iShares iBonds Dec 2026 Term Treasury ETF

211 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

217% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $850M → $964M (+$115M)

12% more funds holding

Funds holding: 189211 (+22)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.46% less ownership

Funds ownership: 74.6%69.13% (-5.5%)

Holders
211
Holders Change
+22
Holders Change %
+11.64%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
114
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$80.4M +$3.92M +171,433 +5%
Morgan Stanley
2
Morgan Stanley
New York
$79.8M +$1.1M +47,884 +1%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$66.5M +$5.5M +240,450 +9%
CIA
4
Capital Investment Advisors
Georgia
$52.5M -$301K -13,151 -0.6%
Bank of America
5
Bank of America
North Carolina
$48.4M +$6.04M +263,948 +14%
Wells Fargo
6
Wells Fargo
California
$40.4M +$11.1M +485,459 +38%
B
7
Bailard
California
$38.1M +$13.6M +592,923 +56%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$36.3M +$10.4M +453,181 +40%
NA
9
NewEdge Advisors
Louisiana
$33M -$1.77M -77,465 -5%
UBS Group
10
UBS Group
Switzerland
$25.4M +$3.49M +152,301 +16%
MFG
11
Monumental Financial Group
Maryland
$21.3M +$6.64M +290,274 +46%
IWC
12
Integrated Wealth Concepts
Massachusetts
$21M +$6.68M +291,954 +47%
LPL Financial
13
LPL Financial
California
$15.9M +$2.64M +115,417 +20%
SWP
14
Stratos Wealth Partners
Ohio
$14.2M +$389K +17,002 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$14.1M +$1.27M +55,362 +10%
DP
16
Denver PWM
Colorado
$13.2M +$420K +18,363 +3%
MCM
17
MV Capital Management
Maryland
$13.1M +$113K +4,926 +0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12.8M +$5.21M +227,467 +70%
TC
19
Trust Company
Kansas
$12.4M +$304K +13,290 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.5M +$372K +16,243 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$11.4M +$2.23M +97,315 +24%
KF
22
Krilogy Financial
Missouri
$11.3M +$557K +24,354 +5%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$9.82M +$204K +8,923 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$9.39M -$783K -34,221 -8%
MA
25
MKT Advisors
California
$9.17M +$892K +38,997 +11%