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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 %
CWM
251
Centricity Wealth Management
Ohio
$64.2K 2,800 – –
WSFS
252
Wilmington Savings Fund Society
Delaware
$57.3K 2,500 -2,500 -50%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$50.1K 2,185 – –
TCM
254
TD Capital Management
Tennessee
$46.7K 2,034 +20 +1%
CAL
255
Capital Analysts LLC
Pennsylvania
$46K 2,004 – –
EB
256
Eastern Bank
Massachusetts
$45.6K 1,990 -2,332 -54%
OLVIG
257
Oliver Lagore Vanvalin Investment Group
Michigan
$45.3K 1,973 +1,973 New
NP
258
NorthRock Partners
Minnesota
$34.4K 1,500 -2,700 -64%
RF
259
Robbins Farley
New Hampshire
$31.4K 1,368 -46 -3%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$31K 1,354 +242 +22%
JPMorgan Chase & Co
261
JPMorgan Chase & Co
New York
$29.6K 1,292 -367 -22%
HIA
262
Harbor Investment Advisory
Maryland
$27.5K 1,200 – –
LWA
263
Lowe Wealth Advisors
Maryland
$27.5K 1,200 – –
HWM
264
Hemington Wealth Management
Virginia
$27K 1,214 – –
FFA
265
Farther Finance Advisors
California
$26.4K 1,150 -9,850 -90%
BL
266
Balentine LLC
Georgia
$25.2K 1,098 – –
AGWCA
267
Annis Gardner Whiting Capital Advisors
Florida
$20.4K 890 +890 New
Fidelity Investments
268
Fidelity Investments
Massachusetts
$19.4K 848 +93 +12%
BBHC
269
Brown Brothers Harriman & Co
New York
$18.3K 800 – –
AF
270
Advisornet Financial
Minnesota
$18.2K 794 -3,928 -83%
FPB
271
First PREMIER Bank
South Dakota
$17K 729 -30 -4%
HWA
272
HHM Wealth Advisors
Tennessee
$13.5K 589 – –
US Bancorp
273
US Bancorp
Minnesota
$11.5K 500 – –
FWM
274
FSA Wealth Management
Massachusetts
$2.04K 89 +89 New
NRG
275
Nemes Rush Group
Michigan
$1.32K 58 +1 +2%
8 9 10
11
12