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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

246 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
51
Increased
138
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$78.2M
2
AWM
Apollon Wealth Management
South Carolina
$22.4M
3
SL
Summitry LLC
California
$19.3M
4
Bank of America
Bank of America
North Carolina
$61.7M
5
NA
NewEdge Advisors
Louisiana
$46M

Top Sellers

1
B
Bailard
California
$18M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
3
HF
HRT Financial
New York
$0
4
ADL
Asset Dedication LLC
California
$368K
5
FFA
Farther Finance Advisors
California
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
226
TD Capital Management
Tennessee
$45.6K +$639 +28 +1%
OLVIG
227
Oliver Lagore Vanvalin Investment Group
Michigan
$44.9K -$23.8K -1,043 -35%
BOJHT
228
Bank of Jackson Hole Trust
Wyoming
$42.1K +$42.1K +1,846 New
PA
229
Parallel Advisors
California
$36.5K -$24.3K -1,064 -40%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$36.4K +$502 +22 +1%
RF
231
Robbins Farley
New Hampshire
$32.3K – – –
HWM
232
Hemington Wealth Management
Virginia
$27K – – –
CAM
233
Costello Asset Management
Pennsylvania
$26K +$25.6K +1,121 +6,228%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$25.4K – – –
BL
235
Balentine LLC
Georgia
$25K – – –
BBHC
236
Brown Brothers Harriman & Co
New York
$18.2K +$18.2K +800 New
FPB
237
First PREMIER Bank
South Dakota
$17K +$1.39K +62 +9%
SAM
238
Synergy Asset Management
Washington
$16.7K +$16.7K +725 New
HWA
239
HHM Wealth Advisors
Tennessee
$13.4K – – –
US Bancorp
240
US Bancorp
Minnesota
$11.4K – – –
VHAM
241
Van Hulzen Asset Management
California
$11.4K +$11.4K +500 New
JPMorgan Chase & Co
242
JPMorgan Chase & Co
New York
$6.34K +$6.34K +277 New
TWC
243
TD Waterhouse Canada
Ontario, Canada
$4.56K +$4.56K +200 New
ACA
244
Aptus Capital Advisors
Alabama
$3.1K – – –
NRG
245
Nemes Rush Group
Michigan
$1.3K +$204 +9 +19%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$1.23K – – –
Fidelity Investments
247
Fidelity Investments
Massachusetts
$23 – – –
HF
248
HRT Financial
New York
– -$2.36M -102,131 Closed
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
– -$658K -28,520 Closed
CCM
250
Crew Capital Management
Ohio
– -$407K -17,640 Closed
7 8 9
10
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