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iShares iBonds Dec 2026 Term Treasury ETF

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HPC
1
HM Payson & Co
Maine
$108M 4,713,829 +701,673 +17%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$105M 4,581,588 +4,507,421 +6,077%
Morgan Stanley
3
Morgan Stanley
New York
$90.3M 3,936,318 +340,051 +9%
Bank of America
4
Bank of America
North Carolina
$74.4M 3,245,245 +540,944 +20%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$70M 3,049,401 +112,687 +4%
Wells Fargo
6
Wells Fargo
California
$63.3M 2,759,339 +559,197 +25%
CIA
7
Capital Investment Advisors
Georgia
$53.9M 2,350,987 +22,314 +1%
NA
8
NewEdge Advisors
Louisiana
$42.5M 1,850,602 -167,656 -8%
UBS Group
9
UBS Group
Switzerland
$36.2M 1,579,051 +406,795 +35%
FAC
10
Financial Advisory Corporation
Michigan
$32.3M 1,408,404 +21,920 +2%
SL
11
Summitry LLC
California
$32.1M 1,399,418 +554,060 +66%
IWC
12
Integrated Wealth Concepts
Massachusetts
$28.6M 1,248,141 +6,330 +0.5%
Raymond James Financial
13
Raymond James Financial
Florida
$27.5M 1,200,638 +90,388 +8%
LPL Financial
14
LPL Financial
California
$24.9M 1,084,389 +178,418 +20%
AWM
15
Apollon Wealth Management
South Carolina
$22.3M 970,857 -11,471 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$20.1M 878,362 +216,611 +33%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 747,310 +15,651 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$16.3M 712,227 +114,251 +19%
SWP
19
Stratos Wealth Partners
Ohio
$16M 697,004 +25,098 +4%
DP
20
Denver PWM
Colorado
$15.6M 678,753 +63,252 +10%
CIC
21
Carnegie Investment Counsel
Ohio
$15.4M 673,027 +212,343 +46%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.4M 670,114 +142,149 +27%
B
23
Bailard
California
$15.1M 659,607 -129,239 -16%
KF
24
Krilogy Financial
Missouri
$14.9M 648,520 +51,976 +9%
MCM
25
MV Capital Management
Maryland
$13.7M 598,546 +21,245 +4%