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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

276 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
30
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$121M
2
Raymond James Financial
Raymond James Financial
Florida
$40.8M
3
SWA
Stratos Wealth Advisors
Ohio
$11.6M
4
CWM
Connecticut Wealth Management
Connecticut
$19.2M
5
Bank of America
Bank of America
North Carolina
$83.5M

Top Sellers

1
B
Bailard
California
$2.87M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
Steward Partners Investment Advisory
New York
$6.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Probity Advisors
Texas
$3.68M +$164K +7,143 +5%
HCM
77
Howland Capital Management
Massachusetts
$3.62M +$282K +12,293 +8%
S
78
SignatureFD
Georgia
$3.45M +$1.37M +59,836 +66%
SWM
79
Stockman Wealth Management
Montana
$3.42M +$180K +7,841 +6%
BAM
80
Belpointe Asset Management
Nevada
$3.31M +$2.69M +117,165 +430%
IA
81
IFP Advisors
Florida
$3.26M -$41.4K -1,806 -1%
AWP
82
Accretive Wealth Partners
New Jersey
$3.22M +$211K +9,192 +7%
VA
83
Valmark Advisers
Ohio
$3.17M +$238K +10,358 +8%
WANY
84
Wealthspire Advisors (New York)
New York
$3.11M -$29.1K -1,268 -0.9%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$3.1M +$47.9K +2,090 +2%
AF
86
Allworth Financial
California
$3.09M +$894K +38,983 +41%
CCB
87
Country Club Bank
Missouri
$3M -$143K -6,260 -5%
B
88
Bailard
California
$2.87M -$12.3M -534,528 -81%
LFS
89
Littlejohn Financial Services
Oregon
$2.84M +$100K +4,362 +4%
LF
90
Lantz Financial
Illinois
$2.84M +$219K +9,554 +8%
PGA
91
Portland Global Advisors
Maine
$2.52M +$201K +8,767 +9%
BSG
92
Black Swift Group
Colorado
$2.37M -$26.4K -1,150 -1%
AI
93
Atria Investments
North Carolina
$2.34M +$79.8K +3,479 +4%
SCM
94
SCS Capital Management
Massachusetts
$2.32M +$4.47K +195 +0.2%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$2.31M -$16.2K -706 -0.7%
PAS
96
Park Avenue Securities
New York
$2.26M +$116K +5,062 +5%
HFS
97
Hughes Financial Services
Virginia
$2.25M +$73.4K +3,211 +3%
OPA
98
Old Port Advisors
Maine
$2.24M -$315K -13,748 -12%
TLFA
99
True Link Financial Advisors
California
$2.09M +$2.09M +91,181 New
SFB
100
STAR Financial Bank
Indiana
$2.08M +$184K +8,024 +10%
2 3
4
5 6