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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

274 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 29 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
29
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$121M
2
Raymond James Financial
2
Raymond James Financial
Florida
$40.8M
3
SWA
3
Stratos Wealth Advisors
Ohio
$11.6M
4
CWM
4
Connecticut Wealth Management
Connecticut
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$83.5M

Top Sellers

1
B
1
Bailard
California
$2.87M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
5
Steward Partners Investment Advisory
New York
$6.38M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Probity Advisors
Texas
$3.68M 160,455 +7,143 +5%
HCM
77
Howland Capital Management
Massachusetts
$3.62M 157,661 +12,293 +8%
S
78
SignatureFD
Georgia
$3.45M 150,437 +59,836 +66%
SWM
79
Stockman Wealth Management
Montana
$3.42M 149,045 +7,841 +6%
BAM
80
Belpointe Asset Management
Nevada
$3.31M 144,397 +117,165 +430%
IA
81
IFP Advisors
Florida
$3.26M 142,224 -1,806 -1%
AWP
82
Accretive Wealth Partners
New Jersey
$3.22M 140,504 +9,192 +7%
VA
83
Valmark Advisers
Ohio
$3.17M 138,197 +10,358 +8%
WANY
84
Wealthspire Advisors (New York)
New York
$3.11M 135,573 -1,268 -0.9%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$3.1M 135,115 +2,090 +2%
AF
86
Allworth Financial
California
$3.09M 134,975 +38,983 +41%
CCB
87
Country Club Bank
Missouri
$3M 130,793 -6,260 -5%
B
88
Bailard
California
$2.87M 125,079 -534,528 -81%
LFS
89
Littlejohn Financial Services
Oregon
$2.84M 123,820 +4,362 +4%
LF
90
Lantz Financial
Illinois
$2.84M 123,672 +9,554 +8%
PGA
91
Portland Global Advisors
Maine
$2.52M 110,055 +8,767 +9%
BSG
92
Black Swift Group
Colorado
$2.37M 103,300 -1,150 -1%
AI
93
Atria Investments
North Carolina
$2.34M 102,247 +3,479 +4%
SCM
94
SCS Capital Management
Massachusetts
$2.32M 101,026 +195 +0.2%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$2.31M 100,762 -706 -0.7%
PAS
96
Park Avenue Securities
New York
$2.26M 98,676 +5,062 +5%
HFS
97
Hughes Financial Services
Virginia
$2.25M 98,370 +3,211 +3%
OPA
98
Old Port Advisors
Maine
$2.24M 97,730 -13,748 -12%
TLFA
99
True Link Financial Advisors
California
$2.09M 91,181 +91,181 New
SFB
100
STAR Financial Bank
Indiana
$2.08M 90,746 +8,024 +10%
2 3
4
5 6