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iShares iBonds Dec 2026 Term Treasury ETF

248 hedge funds and large institutions have $1.28B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 10

309% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 34

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

33% more capital invested

Capital invested by funds: $964M → $1.28B (+$317M)

18% more funds holding

Funds holding: 211248 (+37)

12.42% more ownership

Funds ownership: 69.13%81.55% (+12%)

Holders
248
Holders Change
+37
Holders Change %
+17.54%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
52
Increased
139
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$91.5M +$12M +525,995 +15%
Morgan Stanley
2
Morgan Stanley
New York
$82M +$3.15M +138,044 +4%
EP
3
Essential Planning
New Hampshire
$78.2M +$77M +3,372,976 +6,411%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$67M +$1.22M +53,577 +2%
Bank of America
5
Bank of America
North Carolina
$61.7M +$13.8M +605,789 +29%
CIA
6
Capital Investment Advisors
Georgia
$53.1M +$1.16M +50,751 +2%
Wells Fargo
7
Wells Fargo
California
$50.2M +$10.3M +450,161 +26%
NA
8
NewEdge Advisors
Louisiana
$46M +$13.4M +588,149 +41%
FAC
9
Financial Advisory Corporation
Michigan
$31.6M +$31.7M +1,386,484 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$28.3M +$7.59M +332,507 +37%
UBS Group
11
UBS Group
Switzerland
$26.7M +$1.64M +71,950 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$25.3M +$25.4M +1,110,250 New
AWM
13
Apollon Wealth Management
South Carolina
$22.4M +$22.1M +966,878 +6,258%
LPL Financial
14
LPL Financial
California
$20.7M +$4.93M +215,954 +31%
SL
15
Summitry LLC
California
$19.3M +$19.3M +845,358 New
B
16
Bailard
California
$18M -$19.7M -862,812 -52%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.7M -$19.3M -843,265 -54%
SWP
18
Stratos Wealth Partners
Ohio
$15.3M +$1.25M +54,634 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$15.1M +$2.47M +108,220 +20%
DP
20
Denver PWM
Colorado
$14M +$953K +41,718 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$13.6M +$2.35M +103,096 +21%
KF
22
Krilogy Financial
Missouri
$13.6M +$2.45M +107,262 +22%
TC
23
Trust Company
Kansas
$13.2M +$899K +39,362 +7%
MCM
24
MV Capital Management
Maryland
$13.2M +$247K +10,813 +2%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12M +$4.34M +189,957 +56%