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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

246 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
51
Increased
138
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$78.2M
2
AWM
2
Apollon Wealth Management
South Carolina
$22.4M
3
SL
3
Summitry LLC
California
$19.3M
4
Bank of America
4
Bank of America
North Carolina
$61.7M
5
NA
5
NewEdge Advisors
Louisiana
$46M

Top Sellers

1
B
1
Bailard
California
$18M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
3
HF
3
HRT Financial
New York
$0
4
ADL
4
Asset Dedication LLC
California
$368K
5
FFA
5
Farther Finance Advisors
California
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
51
Gradient Investments
Minnesota
$4.97M +$3.64M +159,772 +275%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.69M +$389K +17,075 +9%
BFO
53
Boston Family Office
Massachusetts
$4.36M +$615K +26,972 +16%
OPA
54
Old Port Advisors
Maine
$4.28M +$193K +8,480 +5%
AWS
55
Atria Wealth Solutions
New York
$4.09M – – –
AAIM
56
Asset Advisors Investment Management
Georgia
$3.96M +$502K +21,990 +15%
KTM
57
Keeler Thomas Management
Utah
$3.92M -$121K -5,283 -3%
MCM
58
MAI Capital Management
Ohio
$3.9M +$3.9M +171,101 New
GRP
59
Global Retirement Partners
California
$3.82M +$341K +14,945 +10%
Mariner
60
Mariner
Kansas
$3.73M +$99.4K +4,359 +3%
PA
61
Probity Advisors
Texas
$3.36M +$409K +17,918 +14%
MML Investors Services
62
MML Investors Services
Massachusetts
$3.35M +$150K +6,556 +5%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$3.29M +$1.13M +49,716 +52%
OPS
64
Orion Portfolio Solutions
Nebraska
$3.29M +$3.29M +143,242 New
BCI
65
Brinker Capital Investments
Pennsylvania
$3.29M +$3.29M +143,242 New
FFS
66
Flavin Financial Services
Florida
$3.2M +$3.2M +140,103 New
CCB
67
Country Club Bank
Missouri
$3.18M +$49.5K +2,173 +2%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$3.14M +$364K +16,000 +13%
UCFA
69
United Capital Financial Advisors
Texas
$3.13M +$2.28M +100,170 +269%
IA
70
IFP Advisors
Florida
$3.1M +$134K +5,883 +5%
SWM
71
Stockman Wealth Management
Montana
$2.98M +$273K +11,951 +10%
IAA
72
Independent Advisor Alliance
North Carolina
$2.91M +$2.91M +127,367 New
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$160K +7,030 +6%
MA
74
Montag & Associates
Georgia
$2.88M +$2.71M +119,026 +1,681%
MPPLM
75
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.87M +$1.16M +51,061 +68%
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3
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