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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

86 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
49
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.4M
2
JAG
2
Journey Advisory Group
Kentucky
$12.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$12.3M
4
RJA
4
Raymond James & Associates
Florida
$7.62M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.36M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.57M
2
KF
2
Krilogy Financial
Missouri
$2.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.59M 68,777 +63,317 +1,160%
Stifel Financial
27
Stifel Financial
Missouri
$1.25M 54,298 +3,135 +6%
Creative Planning
28
Creative Planning
Kansas
$1.2M 52,042 -3,445 -6%
CAN
29
Cetera Advisor Networks
California
$1.18M 51,137 +21,850 +75%
DADC
30
D.A. Davidson & Co
Montana
$994K 43,076 +32,086 +292%
Citadel Advisors
31
Citadel Advisors
Florida
$946K 41,003 +15,036 +58%
Osaic Holdings
32
Osaic Holdings
Arizona
$901K 39,028 +20,246 +108%
ICG
33
InterOcean Capital Group
Tennessee
$770K 33,360 +33,360 New
PFM
34
Phillips Financial Management
Indiana
$719K 31,147 +31,147 New
TFS
35
Thoroughbred Financial Services
Tennessee
$624K 27,071 +10,241 +61%
PAS
36
Park Avenue Securities
New York
$588K 25,472 +5,479 +27%
PWM
37
Perigon Wealth Management
California
$569K 24,634 +519 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$516K 22,375 +17,913 +401%
4WM
39
4J Wealth Management
Virginia
$515K 22,309 +2,297 +11%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$467K 20,232 – –
SWP
41
Summit Wealth Partners
Florida
$456K 19,774 +3,705 +23%
CIAS
42
CFS Investment Advisory Services
New Jersey
$443K 19,178 +7,592 +66%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$434K 18,786 +18,786 New
SWA
44
Stratos Wealth Advisors
Ohio
$425K 18,435 +1,736 +10%
WHCI
45
W.H. Cornerstone Investments
Massachusetts
$399K 17,282 -257 -1%
LIM
46
Leavell Investment Management
Alabama
$382K 16,540 +7,055 +74%
CSPAM
47
Cary Street Partners Asset Management
Virginia
$370K 16,025 +16,025 New
FWM
48
Focused Wealth Management
New York
$337K 14,593 -54 -0.4%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$323K 14,000 – –
CSIA
50
Conrad Siegel Investment Advisors
Pennsylvania
$311K 13,491 +76 +0.6%
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