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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 Holding Trade Value Shares
Change 		Shares
Change %
HWM
101
Horizons Wealth Management
North Carolina
$1.02M +$6.64K +288 +0.7%
SWP
102
Summit Wealth Partners
Florida
$1.01M +$1.11K +48 +0.1%
Jane Street
103
Jane Street
New York
$1.01M +$624K +27,074 +163%
JSA
104
Jim Saulnier & Associates
Colorado
$945K +$945K +40,993 New
EIA
105
Eldridge Investment Advisors
New Hampshire
$901K +$901K +39,196 New
FW
106
FullCircle Wealth
Texas
$891K – – –
Cerity Partners
107
Cerity Partners
New York
$879K +$453K +19,630 +106%
SWA
108
Stratos Wealth Advisors
Ohio
$878K +$878K +38,081 New
UCFA
109
United Capital Financial Advisors
Texas
$858K +$160K +6,916 +23%
RWP
110
Reliant Wealth Planning
Kentucky
$848K +$185K +8,029 +28%
BCM
111
Brookstone Capital Management
Illinois
$787K +$133K +5,752 +20%
KPWS
112
Kestra Private Wealth Services
Texas
$772K +$75K +3,252 +11%
BAM
113
Belpointe Asset Management
Nevada
$764K +$764K +33,135 New
EW
114
Element Wealth
Mississippi
$761K +$14.1K +610 +2%
CSIA
115
Conrad Siegel Investment Advisors
Pennsylvania
$758K +$226K +9,800 +42%
MIM
116
Moseley Investment Management
Florida
$747K +$747K +32,400 New
CW
117
CreativeOne Wealth
Kansas
$743K +$743K +32,210 New
SRC
118
Shufro Rose & Co
New York
$730K – – –
SF
119
Safeguard Financial
Wisconsin
$720K +$24.9K +1,081 +4%
CIA
120
Compass Ion Advisors
Pennsylvania
$713K +$25.5K +1,104 +4%
BC
121
Barrett & Company
Rhode Island
$712K +$241K +10,442 +51%
RIA
122
Regal Investment Advisors
Michigan
$658K +$77.9K +3,379 +13%
CSPIA
123
Cary Street Partners Investment Advisory
Virginia
$658K +$318K +13,800 +94%
KAS
124
Kestra Advisory Services
Texas
$637K +$3.23K +140 +0.5%
PAG
125
Private Advisor Group
New Jersey
$633K +$738 +32 +0.1%
3 4
5
6 7