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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

100 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
1
Freestone Capital Holdings
Washington
$21.2M
2
CIA
2
Capital Investment Advisors
Georgia
$40.2M
3
FTUS
3
Flow Traders U.S.
New York
$1.77M
4
CCB
4
Country Club Bank
Missouri
$4.42M
5
UBS Group
5
UBS Group
Switzerland
$7.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.4M
2
RJA
2
Raymond James & Associates
Florida
$3.94M
3
Jane Street
3
Jane Street
New York
$1.51M
4
CSIA
4
Conrad Siegel Investment Advisors
Pennsylvania
$0
5
ETIA
5
Epic Trust Investment Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$40.2M 1,776,368 +160,286 +10%
FCH
2
Freestone Capital Holdings
Washington
$21.2M 937,119 +937,119 New
CIM
3
Confluence Investment Management
Missouri
$20.8M 916,292 -2,879 -0.3%
Wells Fargo
4
Wells Fargo
California
$19.4M 856,297 -633,136 -43%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.1M 621,839 +7,799 +1%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$12.8M 565,988 +31,212 +6%
Bank of America
7
Bank of America
North Carolina
$12.7M 559,462 +13,243 +2%
JAG
8
Journey Advisory Group
Kentucky
$12M 529,689 +5,584 +1%
NA
9
NewEdge Advisors
Louisiana
$8.4M 370,675 -6,896 -2%
UBS Group
10
UBS Group
Switzerland
$7.99M 352,787 +61,815 +21%
SWP
11
Stratos Wealth Partners
Ohio
$6.6M 291,210 +15,843 +6%
Lido Advisors
12
Lido Advisors
California
$4.84M 213,860 -2,966 -1%
CCB
13
Country Club Bank
Missouri
$4.42M 195,379 +72,509 +59%
SCA
14
Snowden Capital Advisors
New York
$4.35M 191,861 +21,707 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.28M 189,063 +26,155 +16%
RJA
16
Raymond James & Associates
Florida
$3.94M 174,103 -156,240 -47%
RHP
17
Royal Harbor Partners
Texas
$3.51M 154,782 +20,709 +15%
Mariner
18
Mariner
Kansas
$3.46M 152,927 +6,234 +4%
Morgan Stanley
19
Morgan Stanley
New York
$3.29M 145,095 -9,601 -6%
DP
20
Denver PWM
Colorado
$3.24M 143,857 +15,633 +12%
CTC
21
Central Trust Company
Missouri
$3.19M 140,699 -3,824 -3%
KF
22
Krilogy Financial
Missouri
$2.53M 111,675 +11,678 +12%
LPL Financial
23
LPL Financial
California
$2.53M 111,588 +24,897 +29%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.48M 109,757 -5,875 -5%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.44M 107,588 +24,861 +30%
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