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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

276 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 30 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
30
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$121M
2
Raymond James Financial
Raymond James Financial
Florida
$40.8M
3
SWA
Stratos Wealth Advisors
Ohio
$11.6M
4
CWM
Connecticut Wealth Management
Connecticut
$19.2M
5
Bank of America
Bank of America
North Carolina
$83.5M

Top Sellers

1
B
Bailard
California
$2.87M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
Steward Partners Investment Advisory
New York
$6.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$12.9M -$3.34M -146,508 -21%
MA
27
MKT Advisors
California
$12.6M +$384K +16,794 +3%
SWA
28
Stratos Wealth Advisors
Ohio
$11.6M +$10.4M +454,468 +854%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$11.4M +$489K +21,323 +4%
SWM
30
Scissortail Wealth Management
Oklahoma
$11.3M +$210K +9,149 +2%
OFS
31
OneAscent Financial Services
Alabama
$11.2M +$5.97M +260,355 +113%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$11.1M +$88.3K +3,849 +0.8%
Stifel Financial
33
Stifel Financial
Missouri
$10.2M -$635K -27,690 -6%
BWFA
34
Baltimore-Washington Financial Advisors
Maryland
$9.98M -$1.09M -47,488 -10%
AC
35
Apella Capital
Connecticut
$9.7M +$1.29M +56,457 +15%
SC
36
Stephens Consulting
Michigan
$9.32M +$102K +4,462 +1%
SFG
37
Stonebridge Financial Group
Pennsylvania
$8.94M +$250K +10,891 +3%
HighTower Advisors
38
HighTower Advisors
Illinois
$8.55M -$32.2K -1,403 -0.4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$8.42M +$1.32M +57,625 +19%
SB
40
Strategic Blueprint
Georgia
$8.02M +$1.58M +68,765 +24%
AAIM
41
Asset Advisors Investment Management
Georgia
$7.94M +$1.12M +48,820 +16%
Financial Engines Advisors
42
Financial Engines Advisors
California
$7.81M -$966K -42,118 -11%
SWM
43
Shelton Wealth Management
Texas
$7.55M +$374K +16,331 +5%
MIG
44
McGuire Investment Group
Rhode Island
$7.3M +$7.3M +318,186 New
GRP
45
Global Retirement Partners
California
$7.11M +$7.11M +310,291 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$6.93M +$955K +41,670 +16%
TAM
47
Titleist Asset Management
Texas
$6.89M +$425K +18,550 +7%
MFIM
48
Mesirow Financial Investment Management
Illinois
$6.87M -$15.1K -660 -0.2%
CTC
49
Central Trust Company
Missouri
$6.81M +$500K +21,796 +8%
SPIA
50
Steward Partners Investment Advisory
New York
$6.38M -$2.72M -118,675 -30%
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