IBTG icon

iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$105M
2
HPC
HM Payson & Co
Maine
$108M
3
Wells Fargo
Wells Fargo
California
$63.3M
4
SL
Summitry LLC
California
$32.1M
5
Bank of America
Bank of America
North Carolina
$74.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
$1.66M
2
TC
Trust Company
Kansas
$1.71M
3
SCA
Snowden Capital Advisors
New York
$612K
4
NA
NewEdge Advisors
Louisiana
$42.5M
5
B
Bailard
California
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MKT Advisors
California
$12.2M +$524K +22,878 +4%
SWM
27
Scissortail Wealth Management
Oklahoma
$11.1M +$9.92M +432,463 +839%
BWFA
28
Baltimore-Washington Financial Advisors
Maryland
$11.1M +$796K +34,706 +8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$11M +$66.4K +2,896 +0.6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$10.9M -$1.08M -47,237 -9%
Stifel Financial
31
Stifel Financial
Missouri
$10.8M +$913K +39,818 +9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$10.5M +$1.36M +59,289 +15%
CWM
33
Connecticut Wealth Management
Connecticut
$9.36M +$7.3M +318,409 +355%
SC
34
Stephens Consulting
Michigan
$9.23M +$83.9K +3,659 +0.9%
SPIA
35
Steward Partners Investment Advisory
New York
$9.11M -$117K -5,094 -1%
WMS
36
Wealth Management Strategies
Pennsylvania
$9.01M +$933K +40,669 +12%
Financial Engines Advisors
37
Financial Engines Advisors
California
$8.78M +$485K +21,157 +6%
SFG
38
Stonebridge Financial Group
Pennsylvania
$8.69M -$177K -7,724 -2%
HighTower Advisors
39
HighTower Advisors
Illinois
$8.59M -$84.8K -3,696 -1%
AC
40
Apella Capital
Connecticut
$8.42M +$8.07M +352,477 +2,267%
UCFA
41
United Capital Financial Advisors
Texas
$8.18M +$5.03M +219,193 +160%
SWM
42
Shelton Wealth Management
Texas
$7.18M +$635K +27,696 +10%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$7.11M +$59.2K +2,580 +0.8%
MFIM
44
Mesirow Financial Investment Management
Illinois
$6.89M +$13.2K +577 +0.2%
AAIM
45
Asset Advisors Investment Management
Georgia
$6.82M +$2.84M +123,716 +71%
TAM
46
Titleist Asset Management
Texas
$6.46M +$6.46M +281,727 New
SB
47
Strategic Blueprint
Georgia
$6.45M +$1.38M +60,233 +27%
Ameriprise
48
Ameriprise
Minnesota
$6.4M -$34.9K -1,521 -0.5%
CTC
49
Central Trust Company
Missouri
$6.32M -$164K -7,131 -3%
E3F
50
Eight 31 Financial
Texas
$5.98M +$5.98M +260,768 New
1
2
3 4 5