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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

276 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 30 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
30
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$15.6M
2
Raymond James Financial
Raymond James Financial
Florida
+$13.2M
3
SWA
Stratos Wealth Advisors
Ohio
+$10.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$9.79M
5
Bank of America
Bank of America
North Carolina
+$9.13M

Top Sellers

1
B
Bailard
California
-$12.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.34M
3
Morgan Stanley
Morgan Stanley
New York
-$3.01M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.75M
5
SPIA
Steward Partners Investment Advisory
New York
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
226
Prime Capital Investment Advisors
Kansas
$232K +$232K +10,100 New
PWS
227
Precision Wealth Strategies
Missouri
$231K +$231K +10,063 New
MWM
228
Mascoma Wealth Management
New Hampshire
$229K – – –
LPT
229
Legacy Private Trust
Wisconsin
$224K +$224K +9,778 New
RMAM
230
Raab & Moskowitz Asset Management
New Jersey
$218K +$218K +9,488 New
PA
231
Pineridge Advisors
Missouri
$211K +$2.16K +94 +1%
ASN
232
Advisory Services Network
Georgia
$210K +$210K +9,160 New
LIG
233
Lokken Investment Group
Delaware
$209K +$209K +9,109 New
LIA
234
LBMC Investment Advisors
Tennessee
$208K +$208K +9,070 New
DWM
235
DecisionMap Wealth Management
Virginia
$204K +$204K +8,890 New
Corient Private Wealth
236
Corient Private Wealth
Florida
$203K -$160K -6,977 -44%
IWM
237
IHT Wealth Management
Illinois
$202K +$202K +8,816 New
RPC
238
Rossmore Private Capital
Connecticut
$201K – – –
UIM
239
Unified Investment Management
Georgia
$201K – – –
CAM
240
Costello Asset Management
Pennsylvania
$186K +$159K +6,918 +587%
National Bank of Canada
241
National Bank of Canada
Quebec, Canada
$178K +$3.42K +149 +2%
ACA
242
Aptus Capital Advisors
Alabama
$164K +$160K +6,997 +5,145%
CTWM
243
Cherry Tree Wealth Management
Minnesota
$162K +$12.1K +526 +8%
AWM
244
AllSquare Wealth Management
New York
$158K – – –
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$81.4K +$35.9K +1,565 +79%
PGAM
246
Princeton Global Asset Management
New Jersey
$80.3K – – –
HC
247
Hara Capital
Washington
$76.7K – – –
PTC
248
Private Trust Company
Ohio
$75.5K – – –
BWL
249
Bogart Wealth LLC
Virginia
$74.3K +$92 +4 +0.1%
BOJHT
250
Bank of Jackson Hole Trust
Wyoming
$73.4K – – –
8 9
10
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