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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

246 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
51
Increased
138
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$78.2M
2
AWM
2
Apollon Wealth Management
South Carolina
$22.4M
3
SL
3
Summitry LLC
California
$19.3M
4
Bank of America
4
Bank of America
North Carolina
$61.7M
5
NA
5
NewEdge Advisors
Louisiana
$46M

Top Sellers

1
B
1
Bailard
California
$18M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
3
HF
3
HRT Financial
New York
$0
4
ADL
4
Asset Dedication LLC
California
$368K
5
FFA
5
Farther Finance Advisors
California
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
76
Cornerstone Planning
North Carolina
$2.87M +$2.87M +125,821 New
APW
77
Atlantic Private Wealth
North Carolina
$2.86M +$1.1M +48,108 +62%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$2.82M +$335K +14,674 +13%
VA
79
Valmark Advisers
Ohio
$2.67M +$1.29M +56,361 +93%
LF
80
Lantz Financial
Illinois
$2.6M -$129K -5,663 -5%
WANY
81
Wealthspire Advisors (New York)
New York
$2.57M +$249K +10,895 +11%
BSG
82
Black Swift Group
Colorado
$2.55M +$2.55M +111,775 New
SCM
83
SCS Capital Management
Massachusetts
$2.42M +$5.84K +256 +0.2%
AWP
84
Accretive Wealth Partners
New Jersey
$2.36M +$22.1K +967 +0.9%
PAS
85
Park Avenue Securities
New York
$2.29M +$962K +42,148 +72%
AF
86
Allworth Financial
California
$2.22M +$176K +7,714 +9%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$2.19M +$196K +8,578 +10%
KAS
88
Kestra Advisory Services
Texas
$2.15M +$1.52M +66,608 +241%
AI
89
Atria Investments
North Carolina
$2.12M +$2.12M +93,002 New
PGA
90
Portland Global Advisors
Maine
$2.1M +$286K +12,532 +16%
HFS
91
Hughes Financial Services
Virginia
$2.08M +$2.08M +91,381 New
CWM
92
Connecticut Wealth Management
Connecticut
$2.05M +$1.84M +80,764 +897%
WCP
93
Wick Capital Partners
Pennsylvania
$2M +$950K +41,650 +90%
HCM
94
Howland Capital Management
Massachusetts
$2M +$940K +41,227 +88%
EIA
95
Eldridge Investment Advisors
New Hampshire
$2M +$1.11M +48,492 +124%
GAM
96
Gould Asset Management
California
$1.96M +$97.7K +4,285 +5%
Creative Planning
97
Creative Planning
Kansas
$1.95M +$321K +14,093 +20%
SCM
98
Sunbeam Capital Management
Georgia
$1.92M +$1.92M +84,113 New
Citadel Advisors
99
Citadel Advisors
Florida
$1.9M +$141K +6,178 +8%
SFB
100
STAR Financial Bank
Indiana
$1.86M +$95.4K +4,181 +5%
2 3
4
5 6