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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 %
HC
176
Hara Capital
Washington
$125K -$167K -7,242 -57%
AF
177
Advisornet Financial
Minnesota
$117K +$8.72K +378 +8%
SWC
178
Spectrum Wealth Counsel
Indiana
$117K – – –
EB
179
Eastern Bank
Massachusetts
$114K +$114K +4,949 New
CTWM
180
Cherry Tree Wealth Management
Minnesota
$87.7K +$20K +867 +30%
PTC
181
Private Trust Company
Ohio
$76K – – –
BWL
182
Bogart Wealth LLC
Virginia
$74.5K +$46 +2 +0.1%
OLVIG
183
Oliver Lagore Vanvalin Investment Group
Michigan
$69.5K -$9.8K -425 -12%
UCB
184
United Community Bank
South Carolina
$69K – – –
PA
185
Parallel Advisors
California
$61.5K +$61.5K +2,665 New
OPTFSNA
186
Old Point Trust & Financial Services N A
Virginia
$48.4K +$48.4K +2,100 New
CAL
187
Capital Analysts LLC
Pennsylvania
$46K – – –
TCM
188
TD Capital Management
Tennessee
$45.5K +$461 +20 +1%
HI
189
Harbour Investments
Wisconsin
$41.2K +$28K +1,213 +211%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$36.4K +$370 +16 +1%
FCA
191
FinTrust Capital Advisors
South Carolina
$36K – – –
RF
192
Robbins Farley
New Hampshire
$32.6K – – –
NIC
193
Northwest Investment Counselors
Oregon
$31.3K +$31.3K +1,359 New
AWM
194
AllSquare Wealth Management
New York
$30.8K +$30K +1,300 +3,611%
CWM
195
CarsonAllaria Wealth Management
Illinois
$28.4K +$28.4K +1,232 New
HWM
196
Hemington Wealth Management
Virginia
$27K +$27K +1,214 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$25.6K +$1.75K +76 +7%
BL
198
Balentine LLC
Georgia
$25.3K – – –
FPB
199
First PREMIER Bank
South Dakota
$16K – – –
AWM
200
Abound Wealth Management
Tennessee
$15.8K +$15.8K +687 New
5 6 7
8
9