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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

159 hedge funds and large institutions have $609M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+53
Holders Change %
+50%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
73
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
ICG
InterOcean Capital Group
Tennessee
$22.9M
3
NA
NewEdge Advisors
Louisiana
$28.4M
4
Bank of America
Bank of America
North Carolina
$26.3M
5
B
Bailard
California
$13.2M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.23M
2
DP
Denver PWM
Colorado
$0
3
Jane Street
Jane Street
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
CIM
Confluence Investment Management
Missouri
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$238K +$238K +10,423 New
CAN
127
Cetera Advisor Networks
California
$230K +$230K +10,045 New
BWM
128
BCS Wealth Management
Tennessee
$221K +$221K +9,681 New
MML Investors Services
129
MML Investors Services
Massachusetts
$216K +$216K +9,439 New
SFC
130
Strategic Financial Concepts
Texas
$214K +$214K +9,366 New
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$212K -$272K -11,884 -56%
APP
132
Avantax Planning Partners
Iowa
$201K +$201K +8,809 New
PA
133
Pineridge Advisors
Missouri
$200K +$200K +8,750 New
HBT
134
Hills Bank & Trust
Iowa
$175K +$23.2K +1,014 +15%
AF
135
Advisornet Financial
Minnesota
$163K +$41.8K +1,827 +35%
MA
136
Montag & Associates
Georgia
$162K – – –
LWANC
137
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K +$142K +6,200 New
SC
138
Stephens Consulting
Michigan
$130K +$125K +5,450 +2,146%
PB
139
Pinnacle Bancorp
Nebraska
$95.2K – – –
PA
140
PSI Advisors
Florida
$88.1K +$4.57K +200 +5%
PTC
141
Private Trust Company
Ohio
$75.3K – – –
BWL
142
Bogart Wealth LLC
Virginia
$75.2K +$75.2K +3,292 New
SWC
143
Spectrum Wealth Counsel
Indiana
$66.9K +$66.9K +2,929 New
CAL
144
Capital Analysts LLC
Pennsylvania
$46K -$5.74K -250 -11%
TCM
145
TD Capital Management
Tennessee
$43.9K +$548 +24 +1%
FCA
146
FinTrust Capital Advisors
South Carolina
$35.7K – – –
ASN
147
Advisory Services Network
Georgia
$35.1K +$35.1K +1,534 New
RF
148
Robbins Farley
New Hampshire
$32.3K – – –
CTWM
149
Cherry Tree Wealth Management
Minnesota
$30.5K +$30.5K +1,336 New
MSWM
150
McGlone Suttner Wealth Management
Wisconsin
$20K +$20K +875 New
3 4 5
6
7