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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

261 hedge funds and large institutions have $1.45B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
30
Increased
141
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$105M
2
HPC
HM Payson & Co
Maine
$108M
3
Wells Fargo
Wells Fargo
California
$63.3M
4
SL
Summitry LLC
California
$32.1M
5
Bank of America
Bank of America
North Carolina
$74.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
$1.66M
2
TC
Trust Company
Kansas
$1.71M
3
SCA
Snowden Capital Advisors
New York
$612K
4
NA
NewEdge Advisors
Louisiana
$42.5M
5
B
Bailard
California
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSTWA
201
Blake Schutter Theil Wealth Advisors
Ohio
$319K +$50.3K +2,191 +19%
4WM
202
4J Wealth Management
Virginia
$304K -$150K -6,558 -33%
MCC
203
Money Concepts Capital
Florida
$292K – – –
MCM
204
Mattern Capital Management
Colorado
$289K – – –
MA
205
MONECO Advisors
Connecticut
$289K +$289K +12,588 New
JIR
206
James Investment Research
Ohio
$287K – – –
CFG
207
Cooper Financial Group
California
$285K +$285K +12,402 New
AGP
208
Autumn Glory Partners
Texas
$284K – – –
SOS
209
Silver Oak Securities
Tennessee
$282K – – –
HBT
210
Hills Bank & Trust
Iowa
$280K +$24.3K +1,058 +9%
UCB
211
United Community Bank
South Carolina
$256K +$256K +11,170 New
IA
212
IFG Advisory
Georgia
$256K +$1.01K +44 +0.4%
HFA
213
Highland Financial Advisors
New Jersey
$253K – – –
FFA
214
Farther Finance Advisors
California
$252K – – –
PJSIMP
215
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K +$249K +10,853 New
IAA
216
Independent Advisor Alliance
North Carolina
$242K -$2.68M -116,809 -92%
MWM
217
Mascoma Wealth Management
New Hampshire
$229K -$89.9K -3,919 -28%
FDW
218
Fourth Dimension Wealth
Ohio
$215K +$20.7K +904 +11%
WJA
219
Willis Johnson & Associates
Texas
$211K +$211K +9,180 New
PA
220
Pineridge Advisors
Missouri
$209K +$1.38K +60 +0.7%
RPC
221
Rossmore Private Capital
Connecticut
$201K +$201K +8,772 New
UIM
222
Unified Investment Management
Georgia
$201K +$201K +8,763 New
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$174K -$1.61K -70 -0.9%
AWM
224
AllSquare Wealth Management
New York
$158K – – –
WT
225
Washington Trust
Rhode Island
$158K -$40.1K -1,750 -20%
7 8
9
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