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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

274 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 29 funds opening new positions, 135 increasing their positions, 70 reducing their positions, and 9 closing their positions.

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
29
Increased
135
Reduced
70
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$121M
2
Raymond James Financial
2
Raymond James Financial
Florida
$40.8M
3
SWA
3
Stratos Wealth Advisors
Ohio
$11.6M
4
CWM
4
Connecticut Wealth Management
Connecticut
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$83.5M

Top Sellers

1
B
1
Bailard
California
$2.87M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$410K
5
SPIA
5
Steward Partners Investment Advisory
New York
$6.38M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$657K 28,655 – –
RFG
152
RFP Financial Group
Georgia
$657K 28,632 +2,903 +11%
MWM
153
Modera Wealth Management
New Jersey
$652K 28,447 – –
SAI
154
Savvy Advisors Inc
New York
$620K 27,057 +895 +3%
BPA
155
Beacon Pointe Advisors
California
$616K 26,849 -801 -3%
SWMG
156
Signature Wealth Management Group
Georgia
$614K 26,797 -349 -1%
SCA
157
Snowden Capital Advisors
New York
$612K 26,686 – –
RIA
158
Regal Investment Advisors
Michigan
$605K 26,385 -3,729 -12%
DSC
159
Duncker Streett & Co
Missouri
$591K 25,786 – –
MCC
160
Money Concepts Capital
Florida
$584K 25,471 +12,739 +100%
PB
161
Pinnacle Bancorp
Nebraska
$582K 25,396 – –
CCM
162
Coldstream Capital Management
Washington
$573K 24,994 – –
KWM
163
KFG Wealth Management
Indiana
$568K 24,756 +1,231 +5%
SPWM
164
Straight Path Wealth Management
Michigan
$566K 24,674 +470 +2%
PFA
165
Pure Financial Advisors
California
$566K 24,669 +24,669 New
MAS
166
Madden Advisory Services
Florida
$559K 24,392 +1,145 +5%
KOC
167
Koss-Olinger Consulting
Florida
$559K 24,382 +335 +1%
HNW
168
High Note Wealth
Minnesota
$558K 24,334 +24,334 New
GSAM
169
Grant Street Asset Management
Pennsylvania
$523K 22,804 +233 +1%
WTA
170
Washington Trust Advisors
Massachusetts
$513K 22,377 +67 +0.3%
RW
171
RVW Wealth
California
$510K 22,257 +167 +0.8%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$486K 21,193 – –
CSIA
173
Conrad Siegel Investment Advisors
Pennsylvania
$485K 21,160 -14,355 -40%
Cerity Partners
174
Cerity Partners
New York
$465K 20,278 -74 -0.4%
PS
175
Principal Securities
Iowa
$461K 20,083 +886 +5%
5 6
7
8 9