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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$105M
2
HPC
2
HM Payson & Co
Maine
$108M
3
Wells Fargo
3
Wells Fargo
California
$63.3M
4
SL
4
Summitry LLC
California
$32.1M
5
Bank of America
5
Bank of America
North Carolina
$74.4M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$1.66M
2
TC
2
Trust Company
Kansas
$1.71M
3
SCA
3
Snowden Capital Advisors
New York
$612K
4
NA
4
NewEdge Advisors
Louisiana
$42.5M
5
B
5
Bailard
California
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$3.05M +$218K +9,507 +8%
AWP
77
Accretive Wealth Partners
New Jersey
$3M +$638K +27,900 +27%
APW
78
Atlantic Private Wealth
North Carolina
$2.97M +$95.6K +4,169 +3%
VA
79
Valmark Advisers
Ohio
$2.93M +$249K +10,867 +9%
LFS
80
Littlejohn Financial Services
Oregon
$2.74M +$2.74M +119,458 New
PFS
81
Prospera Financial Services
Texas
$2.62M +$2.62M +114,123 New
LF
82
Lantz Financial
Illinois
$2.62M +$4.98K +217 +0.2%
KTM
83
Keeler Thomas Management
Utah
$2.58M -$1.36M -59,320 -35%
OPA
84
Old Port Advisors
Maine
$2.56M -$1.74M -75,995 -41%
BSG
85
Black Swift Group
Colorado
$2.4M -$168K -7,325 -7%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$2.33M +$127K +5,530 +6%
PGA
87
Portland Global Advisors
Maine
$2.32M +$215K +9,355 +10%
SCM
88
SCS Capital Management
Massachusetts
$2.31M -$119K -5,182 -5%
KAS
89
Kestra Advisory Services
Texas
$2.27M +$113K +4,909 +5%
AI
90
Atria Investments
North Carolina
$2.27M +$132K +5,766 +6%
Jane Street
91
Jane Street
New York
$2.23M +$1.54M +67,334 +226%
AF
92
Allworth Financial
California
$2.2M -$27.1K -1,184 -1%
HFS
93
Hughes Financial Services
Virginia
$2.18M +$86.4K +3,778 +4%
PAS
94
Park Avenue Securities
New York
$2.15M -$155K -6,762 -7%
S
95
SignatureFD
Georgia
$2.08M +$965K +42,064 +87%
Creative Planning
96
Creative Planning
Kansas
$2M +$35.4K +1,545 +2%
GAM
97
Gould Asset Management
California
$1.97M +$5.85K +255 +0.3%
SCM
98
Sunbeam Capital Management
Georgia
$1.94M +$11.1K +482 +0.6%
SFB
99
STAR Financial Bank
Indiana
$1.9M +$23.2K +1,011 +1%
MA
100
Montag & Associates
Georgia
$1.87M -$1.02M -44,556 -35%
2 3
4
5 6