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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.

New
Increased
Maintained
Reduced
Closed
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
Bailard
California
$38.1M
2
Wells Fargo
Wells Fargo
California
$40.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36.3M
4
IWC
Integrated Wealth Concepts
Massachusetts
$21M
5
MFG
Monumental Financial Group
Maryland
$21.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$1.2M
2
CIM
Confluence Investment Management
Missouri
$0
3
OFS
OneAscent Financial Services
Alabama
$0
4
NA
NewEdge Advisors
Louisiana
$33M
5
APP
Avantax Planning Partners
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
126
4J Wealth Management
Virginia
$625K +$112K +4,838 +22%
BPA
127
Beacon Pointe Advisors
California
$604K +$252K +10,908 +71%
GHA
128
Granite Harbor Advisors
Texas
$592K +$33.5K +1,451 +6%
EH
129
Equitable Holdings
New York
$561K -$43.8K -1,898 -7%
KOC
130
Koss-Olinger Consulting
Florida
$532K +$14.2K +615 +3%
GSAM
131
Grant Street Asset Management
Pennsylvania
$510K +$5.24K +227 +1%
RPSA
132
Richard P. Slaughter Associates
Texas
$478K +$10.9K +474 +2%
BWM
133
BCS Wealth Management
Tennessee
$475K – – –
LSAG
134
Lake Street Advisors Group
New Hampshire
$470K -$253K -10,949 -35%
SPWM
135
Straight Path Wealth Management
Michigan
$468K -$16.7K -725 -3%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$460K – – –
PB
137
Pinnacle Bancorp
Nebraska
$451K +$55.4K +2,400 +14%
NG
138
Northstar Group
New York
$448K +$448K +19,435 New
PS
139
Principal Securities
Iowa
$445K +$28.1K +1,219 +7%
CCM
140
Crew Capital Management
Ohio
$407K +$407K +17,640 New
DSC
141
Duncker Streett & Co
Missouri
$400K – – –
GSB
142
Greenfield Savings Bank
Massachusetts
$394K -$18.7K -809 -5%
WIA
143
World Investment Advisors
California
$392K +$392K +16,985 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$378K -$437K -18,940 -54%
FWM
145
Focused Wealth Management
New York
$377K +$16K +695 +4%
TCA
146
Transcend Capital Advisors
New Jersey
$375K +$375K +16,240 New
SWMG
147
Signature Wealth Management Group
Georgia
$370K -$1.15K -50 -0.3%
AWM
148
Apollon Wealth Management
South Carolina
$356K +$66.4K +2,880 +23%
YWM
149
Yoder Wealth Management
California
$356K – – –
AC
150
Apella Capital
Connecticut
$353K +$2.44K +106 +0.7%
4 5
6
7 8