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iShares iBonds Dec 2034 Term Treasury ETF

55 hedge funds and large institutions have $189M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $165M → $189M (+$24.6M)

4% more funds holding

Funds holding: 5355 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.44% less ownership

Funds ownership: 77.39%76.95% (-0.44%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
28
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1
Atlantic Union Bankshares
Virginia
$36.7M +$4.06M +157,370 +12%
CIM
2
Confluence Investment Management
Missouri
$23.6M +$5.24M +203,003 +28%
SL
3
Summitry LLC
California
$22.1M +$106K +4,086 +0.5%
Stifel Financial
4
Stifel Financial
Missouri
$14.5M +$1.04M +40,099 +8%
BEI
5
Benjamin Edwards Inc
Missouri
$13M +$983K +38,078 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.8M +$1.97M +76,269 +22%
DADC
7
D.A. Davidson & Co
Montana
$9.86M +$273K +10,579 +3%
APW
8
Atlantic Private Wealth
North Carolina
$5.92M -$92K -3,562 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.96M +$529K +20,497 +12%
Ameriprise
10
Ameriprise
Minnesota
$4.55M +$4.59M +177,618 New
Morgan Stanley
11
Morgan Stanley
New York
$3.92M -$109K -4,221 -3%
PA
12
Probity Advisors
Texas
$3.76M +$932K +36,092 +33%
UBS Group
13
UBS Group
Switzerland
$3.4M +$3.11M +120,468 +977%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$3.34M +$242K +9,357 +8%
AWP
15
Accretive Wealth Partners
New Jersey
$3.29M -$11.5K -446 -0.3%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.66M +$7.67K +297 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.55M +$2.57M +99,390 New
UCFA
18
United Capital Financial Advisors
Texas
$2.44M +$486K +18,820 +25%
Raymond James Financial
19
Raymond James Financial
Florida
$1.92M +$1.17M +45,308 +153%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.49M +$51.1K +1,977 +4%
RWP
21
Reliant Wealth Planning
Kentucky
$1.34M
Bank of America
22
Bank of America
North Carolina
$1.07M +$73.5K +2,845 +7%
PFW
23
Petros Family Wealth
Minnesota
$1.05M +$545K +21,098 +105%
Citadel Advisors
24
Citadel Advisors
Florida
$1.04M +$306K +11,834 +41%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$995K -$413 -16 -0%