IBTG icon

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 %
MWM
226
Mascoma Wealth Management
New Hampshire
$229K 9,988 – –
LPT
227
Legacy Private Trust
Wisconsin
$224K 9,778 +9,778 New
RMAM
228
Raab & Moskowitz Asset Management
New Jersey
$218K 9,488 +9,488 New
PA
229
Pineridge Advisors
Missouri
$211K 9,210 +94 +1%
ASN
230
Advisory Services Network
Georgia
$210K 9,160 +9,160 New
LIG
231
Lokken Investment Group
Delaware
$209K 9,109 +9,109 New
LIA
232
LBMC Investment Advisors
Tennessee
$208K 9,070 +9,070 New
DWM
233
DecisionMap Wealth Management
Virginia
$204K 8,890 +8,890 New
Corient Private Wealth
234
Corient Private Wealth
Florida
$203K 8,871 -6,977 -44%
IWM
235
IHT Wealth Management
Illinois
$202K 8,816 +8,816 New
RPC
236
Rossmore Private Capital
Connecticut
$201K 8,772 – –
UIM
237
Unified Investment Management
Georgia
$201K 8,763 – –
CAM
238
Costello Asset Management
Pennsylvania
$186K 8,097 +6,918 +587%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$178K 7,759 +149 +2%
ACA
240
Aptus Capital Advisors
Alabama
$164K 7,133 +6,997 +5,145%
CTWM
241
Cherry Tree Wealth Management
Minnesota
$162K 7,062 +526 +8%
AWM
242
AllSquare Wealth Management
New York
$158K 6,904 – –
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$81.4K 3,548 +1,565 +79%
PGAM
244
Princeton Global Asset Management
New Jersey
$80.3K 3,500 – –
HC
245
Hara Capital
Washington
$76.7K 3,346 – –
PTC
246
Private Trust Company
Ohio
$75.5K 3,293 – –
BWL
247
Bogart Wealth LLC
Virginia
$74.3K 3,241 +4 +0.1%
BOJHT
248
Bank of Jackson Hole Trust
Wyoming
$73.4K 3,201 – –
BCCM
249
Black Cypress Capital Management
Florida
$69.2K 3,018 +1,924 +176%
AWM
250
AE Wealth Management
Kansas
$67.8K 2,956 – –
8 9
10
11 12