We are live on ! Find out more
IBTG icon

iShares iBonds Dec 2026 Term Treasury ETF

292 hedge funds and large institutions have $1.76B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 69

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more capital invested

Capital invested by funds: $1.59B → $1.76B (+$175M)

4% more funds holding

Funds holding: 280292 (+12)

2.57% more ownership

Funds ownership: 82.35%84.92% (+2.6%)

Holders
292
Holders Change
+12
Holders Change %
+4.29%
% of All Funds
3.83%
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
152
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$127M +$10.5M +459,168 +9%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$115M -$6.12M -267,250 -5%
Morgan Stanley
3
Morgan Stanley
New York
$89.4M +$2.08M +90,734 +2%
Bank of America
4
Bank of America
North Carolina
$81.9M -$1.67M -72,843 -2%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$71.3M -$1.2M -52,517 -2%
B
6
Bailard
California
$71.1M +$68M +2,970,820 +2,375%
Wells Fargo
7
Wells Fargo
California
$55M -$11.3M -493,193 -17%
CIA
8
Capital Investment Advisors
Georgia
$54.5M +$885K +38,657 +2%
NA
9
NewEdge Advisors
Louisiana
$43.7M +$2.83M +123,656 +7%
Raymond James Financial
10
Raymond James Financial
Florida
$37.2M -$3.58M -156,294 -9%
UBS Group
11
UBS Group
Switzerland
$34.5M -$244K -10,674 -0.7%
LPL Financial
12
LPL Financial
California
$34.4M +$6.71M +293,029 +24%
FAC
13
Financial Advisory Corporation
Michigan
$34.1M +$1.52M +66,346 +5%
SWA
14
Stratos Wealth Advisors
Ohio
$34M +$22.3M +975,298 +192%
SL
15
Summitry LLC
California
$33.9M +$518K +22,634 +2%
IWC
16
Integrated Wealth Concepts
Massachusetts
$32.6M +$1.72M +75,291 +6%
UCFA
17
United Capital Financial Advisors
Texas
$30.5M +$15M +656,255 +97%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$28.9M +$13.9M +606,461 +93%
CWM
19
Connecticut Wealth Management
Connecticut
$23.9M +$4.68M +204,290 +24%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.4M +$6.27M +273,856 +37%
AWM
21
Apollon Wealth Management
South Carolina
$23.1M +$411K +17,938 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$22.9M -$2.97M -129,936 -12%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$891K +38,909 +5%
KF
24
Krilogy Financial
Missouri
$18.5M +$3.24M +141,591 +21%
CIC
25
Carnegie Investment Counsel
Ohio
$18.2M +$1.34M +58,658 +8%