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iShares iBonds Dec 2026 Term Treasury ETF

320 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
$135M
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$104M
Bank of America
3
Bank of America
North Carolina
$95.2M
Morgan Stanley
4
Morgan Stanley
New York
$93.5M
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$57.8M
CIA
6
Capital Investment Advisors
Georgia
$56.9M
LPL Financial
7
LPL Financial
California
$54.9M
Wells Fargo
8
Wells Fargo
California
$54.2M
UCFA
9
United Capital Financial Advisors
Texas
$42.6M
CWM
10
Connecticut Wealth Management
Connecticut
$41.2M
Raymond James Financial
11
Raymond James Financial
Florida
$38.7M
UBS Group
12
UBS Group
Switzerland
$36.8M
B
13
Bailard
California
$36.8M
FAC
14
Financial Advisory Corporation
Michigan
$36.7M
IWC
15
Integrated Wealth Concepts
Massachusetts
$36.6M
SL
16
Summitry LLC
California
$35.1M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$31.3M
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.1M
WANY
19
Wealthspire Advisors (New York)
New York
$23.5M
KF
20
Krilogy Financial
Missouri
$21M
OFS
21
OneAscent Financial Services
Alabama
$20.8M
HAS
22
Horizon Advisory Services
New York
$20.1M
MIM
23
Moseley Investment Management
Florida
$19.3M
CIC
24
Carnegie Investment Counsel
Ohio
$19.3M
AC
25
Apella Capital
Connecticut
$17.8M