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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 %
CBT
176
Crews Bank & Trust
Florida
$460K 20,050 +1,625 +9%
GSB
177
Greenfield Savings Bank
Massachusetts
$449K 19,595 -206 -1%
FWM
178
Focused Wealth Management
New York
$437K 19,047 +696 +4%
HI
179
Harbour Investments
Wisconsin
$431K 18,809 +1,544 +9%
HBT
180
Heartland Bank & Trust
Illinois
$428K 18,650 +1,417 +8%
SAMC
181
Spectrum Asset Management (California)
California
$428K 18,648 +4,104 +28%
CTA
182
Chesley Taft & Associates
Illinois
$426K 18,600 – –
YWM
183
Yoder Wealth Management
California
$423K 18,431 – –
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$410K 17,901 -119,944 -87%
CIAS
185
CFS Investment Advisory Services
New Jersey
$402K 17,536 -24 -0.1%
HNB
186
Huntington National Bank
Ohio
– – – –
PWA
187
Physician Wealth Advisors
Utah
$383K 16,715 – –
TCA
188
Transcend Capital Advisors
New Jersey
$378K 16,501 – –
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$377K 16,432 +16,432 New
BFG
190
Berger Financial Group
Minnesota
$374K 16,292 -790 -5%
BFP
191
Beacon Financial Planning
Massachusetts
$369K 16,075 +104 +0.7%
PIM
192
Penobscot Investment Management
Massachusetts
$367K 16,000 +16,000 New
FTUS
193
Flow Traders U.S.
New York
$359K 15,664 +79 +0.5%
WIA
194
World Investment Advisors
California
$358K 15,606 +21 +0.1%
SC
195
Savant Capital
Illinois
$344K 15,021 +15,021 New
OPTFSNA
196
Old Point Trust & Financial Services N A
Virginia
$344K 15,000 – –
MWM
197
Modern Wealth Management
Kansas
$336K 14,638 +14,638 New
EW
198
Evexia Wealth
Wisconsin
$330K 14,431 -11,322 -44%
DWT
199
Dorsey & Whitney Trust
South Dakota
$327K 14,255 -2,375 -14%
MPI
200
Mairs & Power Inc
Minnesota
$327K 14,255 +14,255 New
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