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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 %
DWT
201
Dorsey & Whitney Trust
South Dakota
$327K -$54.5K -2,375 -14%
MPI
202
Mairs & Power Inc
Minnesota
$327K +$327K +14,255 New
BSTWA
203
Blake Schutter Theil Wealth Advisors
Ohio
$319K – – –
LWM
204
Liberty Wealth Management
California
$309K +$309K +13,494 New
HBT
205
Hills Bank & Trust
Iowa
$290K +$10K +437 +4%
MCM
206
Mattern Capital Management
Colorado
$289K – – –
Goldman Sachs
207
Goldman Sachs
New York
$289K -$33K -1,437 -10%
MA
208
MONECO Advisors
Connecticut
$289K – – –
CFG
209
Cooper Financial Group
California
$287K +$2.43K +106 +0.9%
JIR
210
James Investment Research
Ohio
$287K – – –
SOS
211
Silver Oak Securities
Tennessee
$284K +$1.88K +82 +0.7%
IAA
212
Independent Advisor Alliance
North Carolina
$282K +$39.7K +1,731 +16%
Comerica Bank
213
Comerica Bank
Texas
$280K -$189K -8,238 -40%
4WM
214
4J Wealth Management
Virginia
$279K -$24.6K -1,075 -8%
AGP
215
Autumn Glory Partners
Texas
$278K -$6.24K -272 -2%
VWA
216
Visionary Wealth Advisors
Illinois
$277K +$277K +12,069 New
IA
217
IFG Advisory
Georgia
$257K +$1.56K +68 +0.6%
WFMPM
218
Woodley Farra Manion Portfolio Management
Indiana
$256K +$256K +11,175 New
UCB
219
United Community Bank
South Carolina
$256K – – –
HFA
220
Highland Financial Advisors
New Jersey
$253K – – –
PJSIMP
221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K +$550 +24 +0.2%
AWE
222
Avidian Wealth Enterprises
Texas
$246K +$246K +10,708 New
Citadel Advisors
223
Citadel Advisors
Florida
$245K -$1.07M -46,820 -81%
WJA
224
Willis Johnson & Associates
Texas
$238K +$27.4K +1,194 +13%
HA
225
Hamel Associates
New Jersey
$234K +$234K +10,210 New
7 8
9
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