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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

274 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 29 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
29
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
B
1
Bailard
California
$2.87M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
5
Steward Partners Investment Advisory
New York
$6.38M
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
51
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.2M 142,166 +135,966 +2,193%
E3F
52
Eight 31 Financial
Texas
$6.13M 267,196 +6,428 +2%
MPPLM
53
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.02M 262,423 +43,797 +20%
KOMWMG
54
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.56M 242,524 -13,046 -5%
Lido Advisors
55
Lido Advisors
California
$5.55M 241,829 -10,879 -4%
SVWAG
56
Sound View Wealth Advisors Group
Georgia
$5.53M 241,272 +241,272 New
BFO
57
Boston Family Office
Massachusetts
$5.19M 226,379 +25,491 +13%
LIM
58
Leavell Investment Management
Alabama
$5.14M 224,028 -18,078 -7%
MIM
59
Moseley Investment Management
Florida
$4.85M 211,555 +166,555 +370%
Ameriprise
60
Ameriprise
Minnesota
$4.82M 210,134 -68,724 -25%
Mariner
61
Mariner
Kansas
$4.69M 204,722 +22,441 +12%
DADC
62
D.A. Davidson & Co
Montana
$4.65M 202,673 -50,819 -20%
GI
63
Gradient Investments
Minnesota
$4.6M 200,526 +7,268 +4%
PFS
64
Prospera Financial Services
Texas
$4.5M 196,416 +82,293 +72%
APW
65
Atlantic Private Wealth
North Carolina
$4.47M 194,920 +65,489 +51%
EIA
66
Eldridge Investment Advisors
New Hampshire
$4.45M 194,779 +2,533 +1%
BlackRock
67
BlackRock
New York
$4.25M 185,129 +31,726 +21%
AWS
68
Atria Wealth Solutions
New York
$4.11M 179,051 -12,440 -6%
MML Investors Services
69
MML Investors Services
Massachusetts
$4.04M 176,257 +8,761 +5%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$4.04M 176,754 +20,855 +13%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$4M 174,584 +8,407 +5%
FFS
72
Flavin Financial Services
Florida
$3.98M 173,485 -3,884 -2%
PAG
73
Private Advisor Group
New Jersey
$3.86M 168,532 +140,606 +503%
R
74
Rebalance
California
$3.86M 168,144 +98,480 +141%
MCM
75
MAI Capital Management
Ohio
$3.79M 165,330 +875 +0.5%
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