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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.

New
Increased
Maintained
Reduced
Closed
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 %
ABC
101
Associated Banc-Corp
Wisconsin
$1.71M +$54.1K +2,372 +3%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$129K +5,643 +8%
Kovitz Investment Group Partners
103
Kovitz Investment Group Partners
Illinois
$1.69M -$75K -3,288 -4%
TFS
104
Thoroughbred Financial Services
Tennessee
$1.61M +$41.9K +1,836 +3%
Goldman Sachs
105
Goldman Sachs
New York
$1.52M +$1.52M +66,558 New
CFS
106
Cannon Financial Strategists
Georgia
$1.38M +$18.8K +825 +1%
RWP
107
Reliant Wealth Planning
Kentucky
$1.37M +$532K +23,337 +63%
APP
108
Avantax Planning Partners
Iowa
$1.37M +$1.37M +60,092 New
SWP
109
Summit Wealth Partners
Florida
$1.36M +$353K +15,455 +35%
APW
110
Austin Private Wealth
Texas
$1.3M +$11.5K +504 +0.9%
SWA
111
Stratos Wealth Advisors
Ohio
$1.28M +$408K +17,900 +47%
PFM
112
Phillips Financial Management
Indiana
$1.26M +$34.9K +1,532 +3%
FW
113
FullCircle Wealth
Texas
$1.24M +$356K +15,601 +40%
EH
114
Equitable Holdings
New York
$1.22M +$667K +29,263 +120%
IAIM
115
International Assets Investment Management
Florida
$1.22M +$1.22M +53,490 New
FFG
116
Foundry Financial Group
New Hampshire
$1.18M +$41.2K +1,807 +4%
SWM
117
Scissortail Wealth Management
Oklahoma
$1.18M +$1.17M +51,449 +57,808%
PA
118
PSI Advisors
Florida
$1.17M -$275K -12,055 -19%
S
119
SignatureFD
Georgia
$1.11M +$1.11M +48,537 New
BAM
120
Belpointe Asset Management
Nevada
$1.08M +$316K +13,751 +41%
HWM
121
Horizons Wealth Management
North Carolina
$1.07M +$57.5K +2,521 +6%
MBT
122
Montecito Bank & Trust
California
$1.07M -$233K -10,203 -18%
DWT
123
Dorsey & Whitney Trust
South Dakota
$1.06M -$75.6K -3,315 -7%
SPC
124
Sigma Planning Corp
Michigan
$1.06M +$27.2K +1,194 +3%
MCCA
125
Mill Creek Capital Advisors
Pennsylvania
$1.05M – – –
3 4
5
6 7