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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

178 hedge funds and large institutions have $711M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
103
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$65.7M
2
B
2
Bailard
California
$25.5M
3
ICG
3
InterOcean Capital Group
Tennessee
$34.2M
4
Bank of America
4
Bank of America
North Carolina
$36.3M
5
NA
5
NewEdge Advisors
Louisiana
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
JAG
2
Journey Advisory Group
Kentucky
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MBT
76
Montecito Bank & Trust
California
$1.11M 49,031 – –
GAM
77
Gould Asset Management
California
$1.05M 46,200 +13,490 +41%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.05M 46,114 -18,544 -29%
MCCA
79
Mill Creek Capital Advisors
Pennsylvania
$1.04M 45,880 – –
AAIM
80
Asset Advisors Investment Management
Georgia
$1.03M 45,257 +45,257 New
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$1M 44,052 +44,052 New
HighTower Advisors
82
HighTower Advisors
Illinois
$922K 40,697 -20,747 -34%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$917K 40,401 +7,069 +21%
IA
84
IFP Advisors
Florida
$893K 39,305 +114 +0.3%
FFG
85
Foundry Financial Group
New Hampshire
$861K 37,908 +13,057 +53%
LNC
86
Lincoln National Corp
Pennsylvania
$857K 37,737 +37,737 New
APW
87
Austin Private Wealth
Texas
$857K 37,891 +12,255 +48%
EP
88
Essential Planning
New Hampshire
$806K 35,250 +4,376 +14%
SWP
89
Summit Wealth Partners
Florida
$769K 33,880 -1,291 -4%
Jane Street
90
Jane Street
New York
$719K 31,672 +31,672 New
SRC
91
Shufro Rose & Co
New York
$713K 31,415 +31,415 New
LSAG
92
Lake Street Advisors Group
New Hampshire
$713K 31,389 -14,936 -32%
HCM
93
Howland Capital Management
Massachusetts
$709K 31,220 +10,875 +53%
VA
94
Valmark Advisers
Ohio
$688K 30,285 +19,673 +185%
EW
95
Element Wealth
Mississippi
$685K 30,182 +3,363 +13%
CIA
96
Compass Ion Advisors
Pennsylvania
$677K 29,819 +4,810 +19%
BCM
97
Brookstone Capital Management
Illinois
$668K 29,421 +7,390 +34%
APW
98
Atlantic Private Wealth
North Carolina
$659K 29,033 +15,913 +121%
PAG
99
Private Advisor Group
New Jersey
$657K 28,934 +10,795 +60%
KPWS
100
Kestra Private Wealth Services
Texas
$637K 28,066 +8,128 +41%
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4
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