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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

70 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+35
Holders Change %
+100%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
19
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.74M
3
Jane Street
3
Jane Street
New York
$6.71M
4
CIM
4
Confluence Investment Management
Missouri
$20.3M
5
KF
5
Krilogy Financial
Missouri
$4.33M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.16M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$46K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VWA
4
Visionary Wealth Advisors
Illinois
$0
5
BEI
5
Benjamin Edwards Inc
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$477K +$475K +20,902 +20,902%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$460K +$460K +20,232 New
4WM
28
4J Wealth Management
Virginia
$455K +$68K +2,992 +18%
PAS
29
Park Avenue Securities
New York
$454K +$27.5K +1,210 +6%
Osaic Holdings
30
Osaic Holdings
Arizona
$426K +$329K +14,485 +337%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$419K +$419K +18,428 New
WHCI
32
W.H. Cornerstone Investments
Massachusetts
$404K -$7.58K -329 -2%
TFS
33
Thoroughbred Financial Services
Tennessee
$382K +$382K +16,830 New
SWA
34
Stratos Wealth Advisors
Ohio
$379K +$379K +16,699 New
SWP
35
Summit Wealth Partners
Florida
$365K +$365K +16,069 New
FWM
36
Focused Wealth Management
New York
$333K +$333K +14,647 New
CSIA
37
Conrad Siegel Investment Advisors
Pennsylvania
$305K +$305K +13,415 New
Goldman Sachs
38
Goldman Sachs
New York
$275K +$275K +12,097 New
CIAS
39
CFS Investment Advisory Services
New Jersey
$263K +$263K +11,586 New
DADC
40
D.A. Davidson & Co
Montana
$250K +$250K +10,990 New
CA
41
Cetera Advisors
Colorado
$237K +$237K +10,455 New
LA
42
LVW Advisors
New York
$227K – – –
Cerity Partners
43
Cerity Partners
New York
$222K -$84.7K -3,727 -28%
GHA
44
Granite Harbor Advisors
Texas
$215K +$215K +9,475 New
LIM
45
Leavell Investment Management
Alabama
$215K +$215K +9,485 New
KAS
46
Kestra Advisory Services
Texas
$212K +$212K +9,313 New
BC
47
Barrett & Company
Rhode Island
$208K – – –
AAS
48
Avantax Advisory Services
Texas
$204K +$204K +8,982 New
JFG
49
JDM Financial Group
Texas
$199K +$199K +8,744 New
SPIA
50
Steward Partners Investment Advisory
New York
$185K – – –
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