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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 %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$339K – – –
KWM
152
KFG Wealth Management
Indiana
$326K +$326K +14,141 New
SAMC
153
Spectrum Asset Management (California)
California
$322K -$6.85K -297 -2%
CIAS
154
CFS Investment Advisory Services
New Jersey
$319K +$38.7K +1,680 +14%
MCM
155
Mattern Capital Management
Colorado
$301K +$10K +434 +3%
MCC
156
Money Concepts Capital
Florida
$295K +$1.68K +73 +0.6%
AGP
157
Autumn Glory Partners
Texas
$293K – – –
BSTWA
158
Blake Schutter Theil Wealth Advisors
Ohio
$270K +$270K +11,724 New
CTA
159
Chesley Taft & Associates
Illinois
$268K +$268K +11,600 New
HBT
160
Heartland Bank & Trust
Illinois
$267K +$267K +11,556 New
HFA
161
Highland Financial Advisors
New Jersey
$254K – – –
GS
162
GTS Securities
New York
$248K +$24.6K +1,065 +11%
TWM
163
Trinity Wealth Management
Pennsylvania
$238K – – –
HBT
164
Hills Bank & Trust
Iowa
$237K – – –
MWM
165
Mascoma Wealth Management
New Hampshire
$230K – – –
MFG
166
Mendota Financial Group
Wisconsin
$225K -$142K -6,143 -39%
RBFC
167
Roman Butler Fullerton & Co
Missouri
$222K +$222K +9,699 New
CCM
168
Coldstream Capital Management
Washington
$214K +$214K +9,268 New
EW
169
Evexia Wealth
Wisconsin
$208K +$208K +9,111 New
CWM
170
Connecticut Wealth Management
Connecticut
$208K +$208K +9,000 New
PA
171
Pineridge Advisors
Missouri
$206K +$2.12K +92 +1%
WT
172
Washington Trust
Rhode Island
$200K -$46.1K -2,000 -19%
MA
173
Montag & Associates
Georgia
$163K – – –
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$158K -$2.63K -114 -2%
LWANC
175
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K – – –
5 6
7
8 9