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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

188 hedge funds and large institutions have $849M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
19
Increased
111
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$59.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$25.4M
3
MFG
3
Monumental Financial Group
Maryland
$14.4M
4
DP
4
Denver PWM
Colorado
$12.6M
5
HPC
5
HM Payson & Co
Maine
$75.1M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
B
2
Bailard
California
$24M
3
NA
3
NewEdge Advisors
Louisiana
$34.2M
4
Mariner
4
Mariner
Kansas
$3.86M
5
SPC
5
Sigma Planning Corp
Michigan
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.82M +$2.82M +124,355 New
AAIM
52
Asset Advisors Investment Management
Georgia
$2.76M +$1.73M +76,496 +169%
PA
53
Probity Advisors
Texas
$2.65M +$233K +10,275 +10%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.59M +$683K +30,135 +36%
LIM
55
Leavell Investment Management
Alabama
$2.41M +$659K +29,105 +38%
SCM
56
SCS Capital Management
Massachusetts
$2.39M +$4.3K +190 +0.2%
SWM
57
Stockman Wealth Management
Montana
$2.39M +$294K +12,974 +14%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$2.33M -$44K -1,941 -2%
AWP
59
Accretive Wealth Partners
New Jersey
$2.28M +$29.4K +1,299 +1%
LF
60
Lantz Financial
Illinois
$2.28M +$47.4K +2,091 +2%
SC
61
Stephens Consulting
Michigan
$2.27M +$1.9M +84,001 +515%
AF
62
Allworth Financial
California
$2.16M -$483K -21,279 -18%
LWL
63
Leo Wealth LLC
Texas
$1.99M +$126K +5,543 +7%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.94M +$1.02M +45,095 +112%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.91M +$116K +5,104 +6%
WANY
66
Wealthspire Advisors (New York)
New York
$1.9M +$438K +19,332 +30%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.86M -$58.6K -2,588 -3%
GAM
68
Gould Asset Management
California
$1.85M +$799K +35,250 +76%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$1.75M +$271K +11,974 +18%
IA
70
IFP Advisors
Florida
$1.72M +$827K +36,490 +93%
Creative Planning
71
Creative Planning
Kansas
$1.7M -$103K -4,544 -6%
ABC
72
Associated Banc-Corp
Wisconsin
$1.55M +$46.2K +2,038 +3%
PGA
73
Portland Global Advisors
Maine
$1.5M +$352K +15,541 +31%
GI
74
Gradient Investments
Minnesota
$1.47M -$247K -10,895 -14%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$417K +18,424 +40%
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