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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 %
GAM
101
Gould Asset Management
California
$2.07M +$102K +4,460 +5%
Creative Planning
102
Creative Planning
Kansas
$2.02M +$29.2K +1,275 +1%
SCM
103
Sunbeam Capital Management
Georgia
$1.96M +$17.5K +764 +0.9%
TC
104
TFR Capital
Texas
$1.93M +$377K +16,444 +24%
NG
105
Northstar Group
New York
$1.92M +$339K +14,766 +21%
ABC
106
Associated Banc-Corp
Wisconsin
$1.89M +$147K +6,427 +8%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$1.88M +$196K +8,562 +12%
KTM
108
Keeler Thomas Management
Utah
$1.86M -$710K -30,974 -28%
DWM
109
Drive Wealth Management
Utah
$1.82M -$26.5K -1,155 -1%
KAS
110
Kestra Advisory Services
Texas
$1.78M -$490K -21,374 -22%
TFS
111
Thoroughbred Financial Services
Tennessee
$1.67M -$187K -8,139 -10%
MA
112
Montag & Associates
Georgia
$1.58M -$289K -12,584 -15%
KFAA
113
Klaas Financial Asset Advisors
Illinois
$1.57M -$122K -5,307 -7%
BCM
114
Brookstone Capital Management
Illinois
$1.54M +$97.5K +4,252 +7%
TC
115
Trust Company
Kansas
$1.53M -$179K -7,819 -10%
APW
116
Austin Private Wealth
Texas
$1.5M +$179K +7,791 +13%
BCI
117
Brinker Capital Investments
Pennsylvania
$1.5M -$39.1K -1,705 -3%
SWP
118
Summit Wealth Partners
Florida
$1.47M +$101K +4,424 +7%
IAIM
119
International Assets Investment Management
Florida
$1.45M – – –
TWC
120
TD Waterhouse Canada
Ontario, Canada
$1.42M – – –
EP
121
Essential Planning
New Hampshire
$1.41M -$247K -10,761 -15%
CFS
122
Cannon Financial Strategists
Georgia
$1.41M +$13.8K +603 +1%
FW
123
FullCircle Wealth
Texas
$1.34M -$15.3K -668 -1%
APP
124
Avantax Planning Partners
Iowa
$1.33M -$46.3K -2,017 -3%
RWP
125
Reliant Wealth Planning
Kentucky
$1.32M +$55.3K +2,412 +4%
3 4
5
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