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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

178 hedge funds and large institutions have $711M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
103
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$65.7M
2
B
2
Bailard
California
$25.5M
3
ICG
3
InterOcean Capital Group
Tennessee
$34.2M
4
Bank of America
4
Bank of America
North Carolina
$36.3M
5
NA
5
NewEdge Advisors
Louisiana
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
JAG
2
Journey Advisory Group
Kentucky
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWMG
126
Signature Wealth Management Group
Georgia
$357K 15,835 – –
YWM
127
Yoder Wealth Management
California
$350K 15,422 +3,600 +30%
BPA
128
Beacon Pointe Advisors
California
$340K 14,966 -26 -0.2%
FWM
129
Focused Wealth Management
New York
$340K 14,955 +698 +5%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$332K 14,700 – –
SAMC
131
Spectrum Asset Management (California)
California
$317K 13,958 -14,206 -50%
MWM
132
Mascoma Wealth Management
New Hampshire
$316K 13,928 +1,280 +10%
SF
133
Safeguard Financial
Wisconsin
$302K 13,315 +13,315 New
AGP
134
Autumn Glory Partners
Texas
$285K 12,558 – –
AWM
135
Apollon Wealth Management
South Carolina
$283K 12,440 +79 +0.6%
CIAS
136
CFS Investment Advisory Services
New Jersey
$276K 12,172 -3,377 -22%
MCM
137
Mattern Capital Management
Colorado
$275K 12,118 +12,118 New
SFC
138
Strategic Financial Concepts
Texas
$274K 12,066 +2,700 +29%
WHCI
139
W.H. Cornerstone Investments
Massachusetts
$271K 11,941 -3,264 -21%
OLVIG
140
Oliver Lagore Vanvalin Investment Group
Michigan
$254K 11,170 +10,451 +1,454%
HFA
141
Highland Financial Advisors
New Jersey
$250K 11,027 – –
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$243K 10,707 -51,379 -83%
WT
143
Washington Trust
Rhode Island
$242K 10,650 +10,650 New
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$238K 10,466 +1,200 +13%
TWM
145
Trinity Wealth Management
Pennsylvania
$234K 10,299 +10,299 New
MPPLM
146
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K 9,832 +9,832 New
HBT
147
Hills Bank & Trust
Iowa
$222K 9,764 +2,107 +28%
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$216K 9,495 +9,495 New
MCC
149
Money Concepts Capital
Florida
$214K 9,403 +9,403 New
PA
150
Pineridge Advisors
Missouri
$199K 8,750 – –
4 5
6
7 8