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iShares iBonds Dec 2026 Term Treasury ETF

306 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$150M
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$108M
Morgan Stanley
3
Morgan Stanley
New York
$90.9M
Bank of America
4
Bank of America
North Carolina
$90.9M
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$65M
B
6
Bailard
California
$64.6M
Wells Fargo
7
Wells Fargo
California
$57.5M
CIA
8
Capital Investment Advisors
Georgia
$56.9M
Raymond James Financial
9
Raymond James Financial
Florida
$51.9M
LPL Financial
10
LPL Financial
California
$51.5M
NA
11
NewEdge Advisors
Louisiana
$41.6M
UCFA
12
United Capital Financial Advisors
Texas
$38.6M
FAC
13
Financial Advisory Corporation
Michigan
$37.2M
UBS Group
14
UBS Group
Switzerland
$36.3M
SL
15
Summitry LLC
California
$34.8M
IWC
16
Integrated Wealth Concepts
Massachusetts
$33.6M
SWA
17
Stratos Wealth Advisors
Ohio
$33.3M
CWM
18
Connecticut Wealth Management
Connecticut
$30.4M
AWM
19
Apollon Wealth Management
South Carolina
$24.6M
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.2M
CIC
21
Carnegie Investment Counsel
Ohio
$20.1M
KF
22
Krilogy Financial
Missouri
$19.9M
HAS
23
Horizon Advisory Services
New York
$19.7M
MIM
24
Moseley Investment Management
Florida
$18.8M
Osaic Holdings
25
Osaic Holdings
Arizona
$18.1M