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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

274 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 29 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
29
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
B
1
Bailard
California
$2.87M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
5
Steward Partners Investment Advisory
New York
$6.38M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
101
Gould Asset Management
California
$2.07M 90,433 +4,460 +5%
Creative Planning
102
Creative Planning
Kansas
$2.02M 88,250 +1,275 +1%
SCM
103
Sunbeam Capital Management
Georgia
$1.96M 85,359 +764 +0.9%
TC
104
TFR Capital
Texas
$1.93M 84,346 +16,444 +24%
NG
105
Northstar Group
New York
$1.92M 83,796 +14,766 +21%
ABC
106
Associated Banc-Corp
Wisconsin
$1.89M 82,291 +6,427 +8%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$1.88M 81,885 +8,562 +12%
KTM
108
Keeler Thomas Management
Utah
$1.86M 81,332 -30,974 -28%
DWM
109
Drive Wealth Management
Utah
$1.82M 79,505 -1,155 -1%
KAS
110
Kestra Advisory Services
Texas
$1.78M 77,739 -21,374 -22%
TFS
111
Thoroughbred Financial Services
Tennessee
$1.67M 73,042 -8,139 -10%
MA
112
Montag & Associates
Georgia
$1.58M 68,965 -12,584 -15%
KFAA
113
Klaas Financial Asset Advisors
Illinois
$1.57M 68,621 -5,307 -7%
BCM
114
Brookstone Capital Management
Illinois
$1.54M 67,021 +4,252 +7%
TC
115
Trust Company
Kansas
$1.53M 66,734 -7,819 -10%
APW
116
Austin Private Wealth
Texas
$1.5M 65,507 +7,791 +13%
BCI
117
Brinker Capital Investments
Pennsylvania
$1.5M 65,467 -1,705 -3%
SWP
118
Summit Wealth Partners
Florida
$1.47M 63,898 +4,424 +7%
IAIM
119
International Assets Investment Management
Florida
$1.45M 63,280 – –
TWC
120
TD Waterhouse Canada
Ontario, Canada
$1.42M 62,388 – –
EP
121
Essential Planning
New Hampshire
$1.41M 61,646 -10,761 -15%
CFS
122
Cannon Financial Strategists
Georgia
$1.41M 61,519 +603 +1%
FW
123
FullCircle Wealth
Texas
$1.34M 58,474 -668 -1%
APP
124
Avantax Planning Partners
Iowa
$1.33M 57,909 -2,017 -3%
RWP
125
Reliant Wealth Planning
Kentucky
$1.32M 57,728 +2,412 +4%
3 4
5
6 7