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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$12.9M 565,719 -146,508 -21%
MA
27
MKT Advisors
California
$12.6M 550,370 +16,794 +3%
SWA
28
Stratos Wealth Advisors
Ohio
$11.6M 507,700 +454,468 +854%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$11.4M 497,407 +21,323 +4%
SWM
30
Scissortail Wealth Management
Oklahoma
$11.3M 493,150 +9,149 +2%
OFS
31
OneAscent Financial Services
Alabama
$11.2M 490,666 +260,355 +113%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$11.1M 482,832 +3,849 +0.8%
Stifel Financial
33
Stifel Financial
Missouri
$10.2M 443,443 -27,690 -6%
BWFA
34
Baltimore-Washington Financial Advisors
Maryland
$9.98M 435,120 -47,488 -10%
AC
35
Apella Capital
Connecticut
$9.7M 424,481 +56,457 +15%
SC
36
Stephens Consulting
Michigan
$9.32M 406,623 +4,462 +1%
SFG
37
Stonebridge Financial Group
Pennsylvania
$8.94M 389,673 +10,891 +3%
HighTower Advisors
38
HighTower Advisors
Illinois
$8.55M 372,840 -1,403 -0.4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$8.42M 367,389 +57,625 +19%
SB
40
Strategic Blueprint
Georgia
$8.02M 349,880 +68,765 +24%
AAIM
41
Asset Advisors Investment Management
Georgia
$7.94M 346,169 +48,820 +16%
Financial Engines Advisors
42
Financial Engines Advisors
California
$7.81M 340,662 -42,118 -11%
SWM
43
Shelton Wealth Management
Texas
$7.55M 329,329 +16,331 +5%
MIG
44
McGuire Investment Group
Rhode Island
$7.3M 318,186 +318,186 New
GRP
45
Global Retirement Partners
California
$7.11M 310,291 +310,291 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$6.93M 302,181 +41,670 +16%
TAM
47
Titleist Asset Management
Texas
$6.89M 300,277 +18,550 +7%
MFIM
48
Mesirow Financial Investment Management
Illinois
$6.87M 299,583 -660 -0.2%
CTC
49
Central Trust Company
Missouri
$6.81M 297,191 +21,796 +8%
SPIA
50
Steward Partners Investment Advisory
New York
$6.38M 278,439 -118,675 -30%
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