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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 %
BSTWA
201
Blake Schutter Theil Wealth Advisors
Ohio
$319K 13,915 – –
LWM
202
Liberty Wealth Management
California
$309K 13,494 +13,494 New
HBT
203
Hills Bank & Trust
Iowa
$290K 12,633 +437 +4%
MCM
204
Mattern Capital Management
Colorado
$289K 12,606 – –
Goldman Sachs
205
Goldman Sachs
New York
$289K 12,597 -1,437 -10%
MA
206
MONECO Advisors
Connecticut
$289K 12,588 – –
CFG
207
Cooper Financial Group
California
$287K 12,508 +106 +0.9%
JIR
208
James Investment Research
Ohio
$287K 12,500 – –
SOS
209
Silver Oak Securities
Tennessee
$284K 12,404 +82 +0.7%
IAA
210
Independent Advisor Alliance
North Carolina
$282K 12,289 +1,731 +16%
Comerica Bank
211
Comerica Bank
Texas
$280K 12,202 -8,238 -40%
4WM
212
4J Wealth Management
Virginia
$279K 12,185 -1,075 -8%
AGP
213
Autumn Glory Partners
Texas
$278K 12,109 -272 -2%
VWA
214
Visionary Wealth Advisors
Illinois
$277K 12,069 +12,069 New
IA
215
IFG Advisory
Georgia
$257K 11,213 +68 +0.6%
WFMPM
216
Woodley Farra Manion Portfolio Management
Indiana
$256K 11,175 +11,175 New
UCB
217
United Community Bank
South Carolina
$256K 11,170 – –
HFA
218
Highland Financial Advisors
New Jersey
$253K 11,027 – –
PJSIMP
219
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K 10,877 +24 +0.2%
AWE
220
Avidian Wealth Enterprises
Texas
$246K 10,708 +10,708 New
Citadel Advisors
221
Citadel Advisors
Florida
$245K 10,683 -46,820 -81%
WJA
222
Willis Johnson & Associates
Texas
$238K 10,374 +1,194 +13%
HA
223
Hamel Associates
New Jersey
$234K 10,210 +10,210 New
PCIA
224
Prime Capital Investment Advisors
Kansas
$232K 10,100 +10,100 New
PWS
225
Precision Wealth Strategies
Missouri
$231K 10,063 +10,063 New
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9
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