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iShares iBonds Dec 2026 Term Treasury ETF

264 hedge funds and large institutions have $1.47B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15% more capital invested

Capital invested by funds: $1.28B → $1.47B (+$187M)

6% more funds holding

Funds holding: 248264 (+16)

0.85% less ownership

Funds ownership: 81.55%80.71% (-0.85%)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
30
Increased
143
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$108M +$16M +701,673 +17%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$105M +$103M +4,507,421 +6,077%
Morgan Stanley
3
Morgan Stanley
New York
$90.3M +$7.77M +340,051 +9%
Bank of America
4
Bank of America
North Carolina
$74.4M +$12.4M +540,944 +20%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$70M +$2.57M +112,687 +4%
Wells Fargo
6
Wells Fargo
California
$63.3M +$12.8M +559,197 +25%
CIA
7
Capital Investment Advisors
Georgia
$53.9M +$510K +22,314 +1%
NA
8
NewEdge Advisors
Louisiana
$42.5M -$3.83M -167,656 -8%
UBS Group
9
UBS Group
Switzerland
$36.2M +$9.29M +406,795 +35%
FAC
10
Financial Advisory Corporation
Michigan
$32.3M +$501K +21,920 +2%
SL
11
Summitry LLC
California
$32.1M +$12.7M +554,060 +66%
IWC
12
Integrated Wealth Concepts
Massachusetts
$28.6M +$145K +6,330 +0.5%
Raymond James Financial
13
Raymond James Financial
Florida
$27.5M +$2.06M +90,388 +8%
LPL Financial
14
LPL Financial
California
$24.9M +$4.08M +178,418 +20%
AWM
15
Apollon Wealth Management
South Carolina
$22.3M -$262K -11,471 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$20.1M +$4.95M +216,611 +33%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$358K +15,651 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$16.3M +$2.61M +114,251 +19%
SWP
19
Stratos Wealth Partners
Ohio
$16M +$573K +25,098 +4%
DP
20
Denver PWM
Colorado
$15.6M +$1.45M +63,252 +10%
CIC
21
Carnegie Investment Counsel
Ohio
$15.4M +$4.85M +212,343 +46%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.4M +$3.25M +142,149 +27%
B
23
Bailard
California
$15.1M -$2.95M -129,239 -16%
KF
24
Krilogy Financial
Missouri
$14.9M +$1.19M +51,976 +9%
MCM
25
MV Capital Management
Maryland
$13.7M +$485K +21,245 +4%