IBTG icon

iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

100 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
1
Freestone Capital Holdings
Washington
$21.2M
2
CIA
2
Capital Investment Advisors
Georgia
$40.2M
3
FTUS
3
Flow Traders U.S.
New York
$1.77M
4
CCB
4
Country Club Bank
Missouri
$4.42M
5
UBS Group
5
UBS Group
Switzerland
$7.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.4M
2
RJA
2
Raymond James & Associates
Florida
$3.94M
3
Jane Street
3
Jane Street
New York
$1.51M
4
CSIA
4
Conrad Siegel Investment Advisors
Pennsylvania
$0
5
ETIA
5
Epic Trust Investment Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
51
Perigon Wealth Management
California
$522K 23,027 -1,607 -7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$503K 22,217 +22,217 New
Ameriprise
53
Ameriprise
Minnesota
$461K 20,339 +20,339 New
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$458K 20,232 – –
CSPAM
55
Cary Street Partners Asset Management
Virginia
$405K 17,888 +1,863 +12%
LIM
56
Leavell Investment Management
Alabama
$405K 17,890 +1,350 +8%
ABC
57
Associated Banc-Corp
Wisconsin
$382K 16,887 +6,645 +65%
WHCI
58
W.H. Cornerstone Investments
Massachusetts
$362K 15,998 -1,284 -7%
CIAS
59
CFS Investment Advisory Services
New Jersey
$355K 15,685 -3,493 -18%
LB
60
Leo Brokerage
Texas
$338K 14,903 +14,903 New
FWM
61
Focused Wealth Management
New York
$330K 14,572 -21 -0.1%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$328K 14,487 +4,501 +45%
GHA
63
Granite Harbor Advisors
Texas
$322K 14,207 +2,978 +27%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$317K 14,000 – –
Cerity Partners
65
Cerity Partners
New York
$303K 13,373 +1,426 +12%
BC
66
Barrett & Company
Rhode Island
$297K 13,094 +710 +6%
JFG
67
JDM Financial Group
Texas
$293K 12,925 +153 +1%
FAAM
68
First Ascent Asset Management
Colorado
$293K 12,925 +153 +1%
IA
69
IFP Advisors
Florida
$278K 12,267 +1,799 +17%
MA
70
MKT Advisors
California
$277K 12,261 +12,261 New
GSB
71
Greenfield Savings Bank
Massachusetts
$270K 11,934 +11,934 New
CA
72
Cetera Advisors
Colorado
$252K 11,124 +89 +0.8%
KAS
73
Kestra Advisory Services
Texas
$236K 10,400 +10,400 New
LA
74
LVW Advisors
New York
$233K 10,280 – –
APP
75
Avantax Planning Partners
Iowa
$209K 9,214 +197 +2%
1 2
3
4 5