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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

276 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
30
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$15.6M
2
Raymond James Financial
Raymond James Financial
Florida
+$13.2M
3
SWA
Stratos Wealth Advisors
Ohio
+$10.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$9.79M
5
Bank of America
Bank of America
North Carolina
+$9.13M

Top Sellers

1
B
Bailard
California
-$12.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.34M
3
Morgan Stanley
Morgan Stanley
New York
-$3.01M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.75M
5
SPIA
Steward Partners Investment Advisory
New York
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
51
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.2M +$5.93M +135,966 +2,193%
E3F
52
Eight 31 Financial
Texas
$6.13M +$147K +6,428 +2%
MPPLM
53
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.02M +$1M +43,797 +20%
KOMWMG
54
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.56M -$299K -13,046 -5%
Lido Advisors
55
Lido Advisors
California
$5.55M -$249K -10,879 -4%
SVWAG
56
Sound View Wealth Advisors Group
Georgia
$5.53M +$5.53M +241,272 New
BFO
57
Boston Family Office
Massachusetts
$5.19M +$585K +25,491 +13%
LIM
58
Leavell Investment Management
Alabama
$5.14M -$415K -18,078 -7%
MIM
59
Moseley Investment Management
Florida
$4.85M +$3.82M +166,555 +370%
Ameriprise
60
Ameriprise
Minnesota
$4.82M -$1.58M -68,724 -25%
Mariner
61
Mariner
Kansas
$4.69M +$515K +22,441 +12%
DADC
62
D.A. Davidson & Co
Montana
$4.65M -$1.17M -50,819 -20%
GI
63
Gradient Investments
Minnesota
$4.6M +$167K +7,268 +4%
PFS
64
Prospera Financial Services
Texas
$4.5M +$1.89M +82,293 +72%
APW
65
Atlantic Private Wealth
North Carolina
$4.47M +$1.5M +65,489 +51%
EIA
66
Eldridge Investment Advisors
New Hampshire
$4.45M +$57.9K +2,533 +1%
BlackRock
67
BlackRock
New York
$4.25M +$727K +31,726 +21%
AWS
68
Atria Wealth Solutions
New York
$4.11M -$285K -12,440 -6%
MML Investors Services
69
MML Investors Services
Massachusetts
$4.04M +$201K +8,761 +5%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$4.04M +$476K +20,855 +13%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$4M +$193K +8,407 +5%
FFS
72
Flavin Financial Services
Florida
$3.98M -$89.1K -3,884 -2%
PAG
73
Private Advisor Group
New Jersey
$3.86M +$3.22M +140,606 +503%
R
74
Rebalance
California
$3.86M +$2.26M +98,480 +141%
MCM
75
MAI Capital Management
Ohio
$3.79M +$20.1K +875 +0.5%
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