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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 %
JFG
51
JDM Financial Group
Texas
$295K 12,772 +4,028 +46%
FAAM
52
First Ascent Asset Management
Colorado
$295K 12,772 +12,772 New
BC
53
Barrett & Company
Rhode Island
$286K 12,384 +3,210 +35%
Cerity Partners
54
Cerity Partners
New York
$276K 11,947 +2,165 +22%
IA
55
IFP Advisors
Florida
$263K 10,468 +3,517 +51%
GHA
56
Granite Harbor Advisors
Texas
$259K 11,229 +1,754 +19%
CA
57
Cetera Advisors
Colorado
$255K 11,035 +580 +6%
ETIA
58
Epic Trust Investment Advisors
Washington
$238K 10,304 +10,304 New
LA
59
LVW Advisors
New York
$237K 10,280 +280 +3%
ABC
60
Associated Banc-Corp
Wisconsin
$236K 10,242 +10,242 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$230K 9,986 +9,986 New
APP
62
Avantax Planning Partners
Iowa
$208K 9,017 +9,017 New
SPIA
63
Steward Partners Investment Advisory
New York
$188K 8,129 – –
MA
64
Montag & Associates
Georgia
$163K 7,079 – –
BWM
65
BerganKDV Wealth Management
Minnesota
$144K 6,236 – –
HWM
66
Horizons Wealth Management
North Carolina
$120K 5,205 +2,875 +123%
SCA
67
Stonebridge Capital Advisors
Minnesota
$114K 4,920 +3,120 +173%
AF
68
Advisornet Financial
Minnesota
$114K 4,920 +3,120 +173%
GRP
69
Global Retirement Partners
California
$106K 4,566 +20 +0.4%
GI
70
Gradient Investments
Minnesota
$96.3K 4,172 +1,972 +90%
SFG
71
Steward Financial Group
Texas
$77K 3,377 +3,377 New
PTC
72
Private Trust Company
Ohio
$76K 3,293 +3,293 New
BFEC
73
Benjamin F. Edwards & Company
Missouri
$46K 2,010 – –
TCM
74
TD Capital Management
Tennessee
$43K 1,863 +11 +0.6%
FCA
75
FinTrust Capital Advisors
South Carolina
$35.5K 1,562 – –
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3
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