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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 %
CBT
176
Crews Bank & Trust
Florida
$460K +$37.3K +1,625 +9%
GSB
177
Greenfield Savings Bank
Massachusetts
$449K -$4.72K -206 -1%
FWM
178
Focused Wealth Management
New York
$437K +$16K +696 +4%
HI
179
Harbour Investments
Wisconsin
$431K +$35.4K +1,544 +9%
HBT
180
Heartland Bank & Trust
Illinois
$428K +$32.5K +1,417 +8%
SAMC
181
Spectrum Asset Management (California)
California
$428K +$94.1K +4,104 +28%
CTA
182
Chesley Taft & Associates
Illinois
$426K – – –
YWM
183
Yoder Wealth Management
California
$423K – – –
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$410K -$2.75M -119,944 -87%
CIAS
185
CFS Investment Advisory Services
New Jersey
$402K -$550 -24 -0.1%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$388K +$388K +16,922 New
HNB
187
Huntington National Bank
Ohio
$384K -$384K – –
PWA
188
Physician Wealth Advisors
Utah
$383K – – –
TCA
189
Transcend Capital Advisors
New Jersey
$378K – – –
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
$377K +$377K +16,432 New
BFG
191
Berger Financial Group
Minnesota
$374K -$18.1K -790 -5%
BFP
192
Beacon Financial Planning
Massachusetts
$369K +$2.39K +104 +0.7%
PIM
193
Penobscot Investment Management
Massachusetts
$367K +$367K +16,000 New
FTUS
194
Flow Traders U.S.
New York
$359K +$1.81K +79 +0.5%
WIA
195
World Investment Advisors
California
$358K +$482 +21 +0.1%
SC
196
Savant Capital
Illinois
$344K +$344K +15,021 New
OPTFSNA
197
Old Point Trust & Financial Services N A
Virginia
$344K – – –
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$337K – – –
MWM
199
Modern Wealth Management
Kansas
$336K +$336K +14,638 New
EW
200
Evexia Wealth
Wisconsin
$330K -$259K -11,322 -44%
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