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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

210 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
210
Holders Change
+22
Holders Change %
+11.7%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
114
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$38.1M
2
Wells Fargo
2
Wells Fargo
California
$40.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$36.3M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$21M
5
MFG
5
Monumental Financial Group
Maryland
$21.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.2M
2
CIM
2
Confluence Investment Management
Missouri
$0
3
OFS
3
OneAscent Financial Services
Alabama
$0
4
NA
4
NewEdge Advisors
Louisiana
$33M
5
APP
5
Avantax Planning Partners
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APW
76
Atlantic Private Wealth
North Carolina
$1.78M 77,154 +12,783 +20%
KOMWMG
77
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.74M 75,607 +60,867 +413%
MPPLM
78
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M 74,778 +40,704 +119%
ABC
79
Associated Banc-Corp
Wisconsin
$1.68M 72,653 +4,149 +6%
Creative Planning
80
Creative Planning
Kansas
$1.65M 71,337 -3,576 -5%
TFS
81
Thoroughbred Financial Services
Tennessee
$1.59M 68,893 +6,205 +10%
LWL
82
Leo Wealth LLC
Texas
$1.58M 68,666 -19,201 -22%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1.58M 68,555 +4,017 +6%
PA
84
PSI Advisors
Florida
$1.46M 63,413 +1,320 +2%
VA
85
Valmark Advisers
Ohio
$1.4M 60,611 +18,846 +45%
CFS
86
Cannon Financial Strategists
Georgia
$1.38M 59,695 +612 +1%
PAS
87
Park Avenue Securities
New York
$1.34M 58,228 +2,360 +4%
GI
88
Gradient Investments
Minnesota
$1.34M 58,121 -6,918 -11%
MBT
89
Montecito Bank & Trust
California
$1.31M 56,951 – –
APW
90
Austin Private Wealth
Texas
$1.3M 56,572 +1,854 +3%
PFM
91
Phillips Financial Management
Indiana
$1.24M 53,726 +893 +2%
EP
92
Essential Planning
New Hampshire
$1.21M 52,610 -2,353 -4%
SWM
93
Scissortail Wealth Management
Oklahoma
$1.2M 89 -50,210 -100%
FFG
94
Foundry Financial Group
New Hampshire
$1.15M 49,862 +1,305 +3%
DWT
95
Dorsey & Whitney Trust
South Dakota
$1.15M 49,773 +40,393 +431%
FFA
96
Farther Finance Advisors
California
$1.08M 46,995 +7,891 +20%
HCM
97
Howland Capital Management
Massachusetts
$1.08M 46,620 +6,045 +15%
WCP
98
Wick Capital Partners
Pennsylvania
$1.07M 46,249 +46,249 New
MCCA
99
Mill Creek Capital Advisors
Pennsylvania
$1.06M 45,880 – –
SPC
100
Sigma Planning Corp
Michigan
$1.04M 45,116 -4,008 -8%
2 3
4
5 6