IBTG icon

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 %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$657K – – –
RFG
152
RFP Financial Group
Georgia
$657K +$66.6K +2,903 +11%
MWM
153
Modera Wealth Management
New Jersey
$652K – – –
SAI
154
Savvy Advisors Inc
New York
$620K +$20.5K +895 +3%
BPA
155
Beacon Pointe Advisors
California
$616K -$18.4K -801 -3%
SWMG
156
Signature Wealth Management Group
Georgia
$614K -$8K -349 -1%
SCA
157
Snowden Capital Advisors
New York
$612K – – –
RIA
158
Regal Investment Advisors
Michigan
$605K -$85.5K -3,729 -12%
DSC
159
Duncker Streett & Co
Missouri
$591K – – –
MCC
160
Money Concepts Capital
Florida
$584K +$292K +12,739 +100%
PB
161
Pinnacle Bancorp
Nebraska
$582K – – –
CCM
162
Coldstream Capital Management
Washington
$573K – – –
KWM
163
KFG Wealth Management
Indiana
$568K +$28.2K +1,231 +5%
SPWM
164
Straight Path Wealth Management
Michigan
$566K +$10.8K +470 +2%
PFA
165
Pure Financial Advisors
California
$566K +$566K +24,669 New
MAS
166
Madden Advisory Services
Florida
$559K +$26.3K +1,145 +5%
KOC
167
Koss-Olinger Consulting
Florida
$559K +$7.68K +335 +1%
HNW
168
High Note Wealth
Minnesota
$558K +$558K +24,334 New
GSAM
169
Grant Street Asset Management
Pennsylvania
$523K +$5.34K +233 +1%
WTA
170
Washington Trust Advisors
Massachusetts
$513K +$1.54K +67 +0.3%
RW
171
RVW Wealth
California
$510K +$3.83K +167 +0.8%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$486K – – –
CSIA
173
Conrad Siegel Investment Advisors
Pennsylvania
$485K -$329K -14,355 -40%
Cerity Partners
174
Cerity Partners
New York
$465K -$1.7K -74 -0.4%
PS
175
Principal Securities
Iowa
$461K +$20.3K +886 +5%
5 6
7
8 9