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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

106 hedge funds and large institutions have $282M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
62
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MV Capital Management
Maryland
$11M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$5.68M
3
Wells Fargo
3
Wells Fargo
California
$24.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.92M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.54M

Top Sellers

1
FCH
1
Freestone Capital Holdings
Washington
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$6.58M
3
RHP
3
Royal Harbor Partners
Texas
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
Bank of America
5
Bank of America
North Carolina
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$723K 32,188 +11,956 +59%
SWP
52
Summit Wealth Partners
Florida
$715K 31,809 +7,694 +32%
PFM
53
Phillips Financial Management
Indiana
$700K 31,168 +11 +0%
4WM
54
4J Wealth Management
Virginia
$670K 29,799 -5,904 -17%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$664K 29,534 +3,512 +13%
LIM
56
Leavell Investment Management
Alabama
$651K 28,979 +11,089 +62%
HWM
57
Horizons Wealth Management
North Carolina
$632K 28,136 +20,322 +260%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$601K 26,763 +4,546 +20%
EP
59
Essential Planning
New Hampshire
$563K 25,061 +25,061 New
RWP
60
Reliant Wealth Planning
Kentucky
$559K 24,899 +24,899 New
LSAG
61
Lake Street Advisors Group
New Hampshire
$526K 23,428 +23,428 New
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$475K 21,150 +20,976 +12,055%
PWM
63
Perigon Wealth Management
California
$417K 18,548 -4,479 -19%
KAS
64
Kestra Advisory Services
Texas
$398K 17,718 +7,318 +70%
CIAS
65
CFS Investment Advisory Services
New Jersey
$390K 17,335 +1,650 +11%
WHCI
66
W.H. Cornerstone Investments
Massachusetts
$365K 16,262 +264 +2%
DSC
67
Duncker Streett & Co
Missouri
$356K 15,861 +15,861 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$349K 15,527 +1,040 +7%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$330K 14,700 +700 +5%
FWM
70
Focused Wealth Management
New York
$324K 14,414 -158 -1%
GHA
71
Granite Harbor Advisors
Texas
$316K 14,079 -128 -0.9%
AWM
72
AE Wealth Management
Kansas
$307K 13,674 +13,674 New
Cerity Partners
73
Cerity Partners
New York
$300K 13,373 – –
BC
74
Barrett & Company
Rhode Island
$294K 13,105 +11 +0.1%
GSB
75
Greenfield Savings Bank
Massachusetts
$268K 11,934 – –
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