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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

274 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
29
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$121M
2
Raymond James Financial
2
Raymond James Financial
Florida
$40.8M
3
SWA
3
Stratos Wealth Advisors
Ohio
$11.6M
4
CWM
4
Connecticut Wealth Management
Connecticut
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$83.5M

Top Sellers

1
B
1
Bailard
California
$2.87M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
5
Steward Partners Investment Advisory
New York
$6.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$121M 5,260,457 +678,869 +15%
Morgan Stanley
2
Morgan Stanley
New York
$87.3M 3,805,089 -131,229 -3%
Bank of America
3
Bank of America
North Carolina
$83.5M 3,643,624 +398,379 +12%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$72.5M 3,160,744 +111,343 +4%
Wells Fargo
5
Wells Fargo
California
$66.3M 2,889,591 +130,252 +5%
CIA
6
Capital Investment Advisors
Georgia
$53.6M 2,336,393 -14,594 -0.6%
NA
7
NewEdge Advisors
Louisiana
$40.8M 1,780,749 -69,853 -4%
Raymond James Financial
8
Raymond James Financial
Florida
$40.8M 1,778,324 +577,686 +48%
UBS Group
9
UBS Group
Switzerland
$34.7M 1,513,861 -65,190 -4%
SL
10
Summitry LLC
California
$33.4M 1,455,550 +56,132 +4%
FAC
11
Financial Advisory Corporation
Michigan
$32.6M 1,420,533 +12,129 +0.9%
IWC
12
Integrated Wealth Concepts
Massachusetts
$30.8M 1,344,636 +96,495 +8%
LPL Financial
13
LPL Financial
California
$27.7M 1,205,892 +121,503 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$25.9M 1,128,586 +250,224 +28%
AWM
15
Apollon Wealth Management
South Carolina
$22.7M 987,956 +17,099 +2%
CWM
16
Connecticut Wealth Management
Connecticut
$19.2M 835,276 +427,103 +105%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$18M 784,753 +37,443 +5%
DP
18
Denver PWM
Colorado
$17.9M 780,842 +102,089 +15%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.1M 747,142 +77,028 +11%
CIC
20
Carnegie Investment Counsel
Ohio
$16.8M 734,491 +61,464 +9%
UCFA
21
United Capital Financial Advisors
Texas
$15.5M 674,775 +318,223 +89%
KF
22
Krilogy Financial
Missouri
$15.3M 667,853 +19,333 +3%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$14.9M 651,224 +192,345 +42%
SWP
24
Stratos Wealth Partners
Ohio
$14.7M 640,463 -56,541 -8%
MCM
25
MV Capital Management
Maryland
$13.5M 590,467 -8,079 -1%
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