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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

246 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
51
Increased
138
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$78.2M
2
AWM
Apollon Wealth Management
South Carolina
$22.4M
3
SL
Summitry LLC
California
$19.3M
4
Bank of America
Bank of America
North Carolina
$61.7M
5
NA
NewEdge Advisors
Louisiana
$46M

Top Sellers

1
B
Bailard
California
$18M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
3
HF
HRT Financial
New York
$0
4
ADL
Asset Dedication LLC
California
$368K
5
FFA
Farther Finance Advisors
California
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
151
Trinity Wealth Management
Pennsylvania
$652K +$417K +18,290 +178%
BPA
152
Beacon Pointe Advisors
California
$643K +$45.5K +1,993 +8%
CSP
153
Cary Street Partners
Virginia
$615K +$615K +26,963 New
SAI
154
Savvy Advisors Inc
New York
$592K +$592K +25,966 New
DSC
155
Duncker Streett & Co
Missouri
$588K +$192K +8,424 +49%
EW
156
Evexia Wealth
Wisconsin
$569K +$362K +15,882 +174%
MWM
157
Modera Wealth Management
New Jersey
$549K +$549K +24,080 New
KOC
158
Koss-Olinger Consulting
Florida
$535K +$9.35K +410 +2%
MAS
159
Madden Advisory Services
Florida
$526K +$526K +23,077 New
SPWM
160
Straight Path Wealth Management
Michigan
$515K +$52.2K +2,290 +11%
GSAM
161
Grant Street Asset Management
Pennsylvania
$512K +$6.96K +305 +1%
RW
162
RVW Wealth
California
$501K +$501K +21,955 New
PB
163
Pinnacle Bancorp
Nebraska
$480K +$33.4K +1,465 +7%
BWM
164
BCS Wealth Management
Tennessee
$470K – – –
GSB
165
Greenfield Savings Bank
Massachusetts
$459K +$69.3K +3,038 +18%
4WM
166
4J Wealth Management
Virginia
$452K -$166K -7,267 -27%
KWM
167
KFG Wealth Management
Indiana
$443K +$121K +5,293 +37%
CBT
168
Crews Bank & Trust
Florida
$441K +$441K +19,325 New
LSAG
169
Lake Street Advisors Group
New Hampshire
$439K -$25.2K -1,104 -5%
PS
170
Principal Securities
Iowa
$438K -$1.96K -86 -0.4%
SWMG
171
Signature Wealth Management Group
Georgia
$428K +$62.9K +2,757 +17%
CTA
172
Chesley Taft & Associates
Illinois
$424K +$160K +7,000 +60%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$396K +$22.3K +976 +6%
HBT
174
Heartland Bank & Trust
Illinois
$393K +$129K +5,677 +49%
BFG
175
Berger Financial Group
Minnesota
$390K +$390K +17,082 New
5 6
7
8 9