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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 %
AGP
76
Autumn Glory Partners
Texas
$265K 11,813 +11,813 New
CA
77
Cetera Advisors
Colorado
$254K 11,298 +174 +2%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$252K 11,236 +11,236 New
BPA
79
Beacon Pointe Advisors
California
$251K 11,187 +11,187 New
MBT
80
Montecito Bank & Trust
California
$250K 11,140 +11,140 New
KOC
81
Koss-Olinger Consulting
Florida
$236K 10,521 +10,521 New
LA
82
LVW Advisors
New York
$231K 10,280 – –
MWM
83
Mascoma Wealth Management
New Hampshire
$203K 9,053 – –
AF
84
Allworth Financial
California
$199K 8,873 +8,873 New
SPIA
85
Steward Partners Investment Advisory
New York
$183K 8,129 – –
IA
86
IFP Advisors
Florida
$168K 7,480 -4,787 -39%
MA
87
Montag & Associates
Georgia
$159K 7,079 – –
HBT
88
Hills Bank & Trust
Iowa
$149K 6,643 +6,643 New
AF
89
Advisornet Financial
Minnesota
$119K 5,291 -250 -5%
GI
90
Gradient Investments
Minnesota
$111K 4,933 +900 +22%
GRP
91
Global Retirement Partners
California
$103K 4,603 +22 +0.5%
EW
92
Element Wealth
Mississippi
$94K 4,183 +2,860 +216%
PB
93
Pinnacle Bancorp
Nebraska
$93.6K 4,164 +2,000 +92%
PA
94
PSI Advisors
Florida
$82.1K 3,653 +2,540 +228%
SFG
95
Steward Financial Group
Texas
$75K 3,377 – –
PTC
96
Private Trust Company
Ohio
$74K 3,293 – –
CAL
97
Capital Analysts LLC
Pennsylvania
$51K 2,254 +2,004 +802%
SWA
98
Sutton Wealth Advisors
Florida
$43K 1,914 -197 -9%
TCM
99
TD Capital Management
Tennessee
$42.6K 1,897 +18 +1%
FCA
100
FinTrust Capital Advisors
South Carolina
$35.1K 1,562 – –
1 2 3
4
5