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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

178 hedge funds and large institutions have $711M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
103
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$65.7M
2
B
2
Bailard
California
$25.5M
3
ICG
3
InterOcean Capital Group
Tennessee
$34.2M
4
Bank of America
4
Bank of America
North Carolina
$36.3M
5
NA
5
NewEdge Advisors
Louisiana
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
JAG
2
Journey Advisory Group
Kentucky
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$6.35M 279,484 +43,454 +18%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.81M 255,769 +100,157 +64%
RJA
28
Raymond James & Associates
Florida
$5.68M 250,049 +48,676 +24%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.48M 241,188 +19,615 +9%
CTC
30
Central Trust Company
Missouri
$5.22M 229,842 +54,974 +31%
Mariner
31
Mariner
Kansas
$4.91M 216,344 +13,724 +7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.22M 185,887 +7,612 +4%
KTM
33
Keeler Thomas Management
Utah
$3.92M 172,443 +172,443 New
GRP
34
Global Retirement Partners
California
$3.47M 152,888 +53,884 +54%
Ameriprise
35
Ameriprise
Minnesota
$3.47M 152,737 +83,464 +120%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.46M 152,193 +94,320 +163%
OPA
37
Old Port Advisors
Maine
$3.31M 145,612 -19,014 -12%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.25M 143,213 +17,932 +14%
OFS
39
OneAscent Financial Services
Alabama
$3.24M 142,726 +142,726 New
CCB
40
Country Club Bank
Missouri
$3.04M 133,738 +8,169 +7%
SWM
41
Shelton Wealth Management
Texas
$2.86M 125,778 +40,942 +48%
DADC
42
D.A. Davidson & Co
Montana
$2.75M 121,182 +5,729 +5%
AF
43
Allworth Financial
California
$2.64M 116,178 -46,938 -29%
GAA
44
Global Assets Advisory
Florida
$2.45M 55,321 +55,321 New
PA
45
Probity Advisors
Texas
$2.42M 106,523 +51,776 +95%
SCM
46
SCS Capital Management
Massachusetts
$2.39M 105,378 +105,378 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$2.38M 104,917 +51,015 +95%
SB
48
Strategic Blueprint
Georgia
$2.31M 101,924 +41,946 +70%
AWP
49
Accretive Wealth Partners
New Jersey
$2.24M 99,280 +7,112 +8%
LF
50
Lantz Financial
Illinois
$2.23M 98,376 +10,412 +12%
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