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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
+$15.6M
2
Raymond James Financial
Raymond James Financial
Florida
+$13.2M
3
SWA
Stratos Wealth Advisors
Ohio
+$10.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$9.79M
5
Bank of America
Bank of America
North Carolina
+$9.13M

Top Sellers

1
B
Bailard
California
-$12.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.34M
3
Morgan Stanley
Morgan Stanley
New York
-$3.01M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.75M
5
SPIA
Steward Partners Investment Advisory
New York
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$1.3M +$43.8K +1,909 +3%
FFG
127
Foundry Financial Group
New Hampshire
$1.24M -$174K -7,591 -12%
CW
128
CreativeOne Wealth
Kansas
$1.23M +$310K +13,500 +34%
EH
129
Equitable Holdings
New York
$1.17M -$161K -7,007 -12%
PFM
130
Phillips Financial Management
Indiana
$1.12M -$156K -6,791 -12%
SPC
131
Sigma Planning Corp
Michigan
$1.11M -$18K -783 -2%
RWM
132
Riverchase Wealth Management
Texas
$1.08M +$37K +1,614 +4%
HWM
133
Horizons Wealth Management
North Carolina
$1.07M -$1.08K -47 -0.1%
MCCA
134
Mill Creek Capital Advisors
Pennsylvania
$1.05M – – –
KIM
135
Kestra Investment Management
Texas
$1.04M +$348K +15,180 +50%
OC
136
Oppenheimer & Co
New York
$1.04M +$3.65K +159 +0.4%
JSA
137
Jim Saulnier & Associates
Colorado
$1.03M +$71.1K +3,101 +7%
CIA
138
Compass Ion Advisors
Pennsylvania
$1.03M +$175K +7,645 +20%
MFG
139
Merit Financial Group
Georgia
$1.01M +$1.01M +44,010 New
BC
140
Barrett & Company
Rhode Island
$977K +$138 +6 +0%
KPWS
141
Kestra Private Wealth Services
Texas
$956K -$80.3K -3,502 -8%
FDW
142
Fourth Dimension Wealth
Ohio
$946K +$732K +31,904 +340%
EW
143
Element Wealth
Mississippi
$883K +$97.9K +4,271 +12%
RPSA
144
Richard P. Slaughter Associates
Texas
$812K +$152K +6,635 +23%
GHA
145
Granite Harbor Advisors
Texas
$810K +$21K +917 +3%
NG
146
Novem Group
New York
$799K +$48.1K +2,097 +6%
LWL
147
Leo Wealth LLC
Texas
$767K -$277K -12,089 -27%
TWM
148
Trinity Wealth Management
Pennsylvania
$731K +$58.9K +2,570 +9%
ADL
149
Asset Dedication LLC
California
$709K +$70.3K +3,066 +11%
CSP
150
Cary Street Partners
Virginia
$658K +$40.1K +1,749 +6%
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6
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