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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

106 hedge funds and large institutions have $282M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
62
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MV Capital Management
Maryland
$11M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$5.68M
3
Wells Fargo
3
Wells Fargo
California
$24.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.92M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.54M

Top Sellers

1
FCH
1
Freestone Capital Holdings
Washington
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$6.58M
3
RHP
3
Royal Harbor Partners
Texas
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
Bank of America
5
Bank of America
North Carolina
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$43.1M 1,916,225 +139,857 +8%
Wells Fargo
2
Wells Fargo
California
$24.5M 1,089,868 +233,571 +27%
CIM
3
Confluence Investment Management
Missouri
$20.3M 905,299 -10,993 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.2M 677,100 +55,261 +9%
JAG
5
Journey Advisory Group
Kentucky
$12M 534,296 +4,607 +0.9%
MCM
6
MV Capital Management
Maryland
$11M 490,322 +447,664 +1,049%
Bank of America
7
Bank of America
North Carolina
$10.6M 473,242 -86,220 -15%
NA
8
NewEdge Advisors
Louisiana
$10.4M 461,132 +90,457 +24%
UBS Group
9
UBS Group
Switzerland
$8.65M 384,888 +32,101 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.92M 352,594 +163,531 +86%
SWP
11
Stratos Wealth Partners
Ohio
$7.32M 325,974 +34,764 +12%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$6.58M 292,757 -273,231 -48%
GBWM
13
Granite Bay Wealth Management
New Hampshire
$5.68M 252,000 +252,000 New
SCA
14
Snowden Capital Advisors
New York
$5.22M 232,393 +40,532 +21%
Lido Advisors
15
Lido Advisors
California
$4.85M 215,924 +2,064 +1%
Morgan Stanley
16
Morgan Stanley
New York
$4.48M 199,443 +54,348 +37%
RJA
17
Raymond James & Associates
Florida
$4.15M 184,483 +10,380 +6%
Mariner
18
Mariner
Kansas
$3.6M 160,398 +7,471 +5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.58M 159,290 +121,643 +323%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.54M 157,714 +157,714 New
DP
21
Denver PWM
Colorado
$3.45M 154,326 +10,469 +7%
LPL Financial
22
LPL Financial
California
$3.37M 149,977 +38,389 +34%
CTC
23
Central Trust Company
Missouri
$3.13M 139,284 -1,415 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.06M 136,246 +53,649 +65%
CCB
25
Country Club Bank
Missouri
$2.83M 126,137 -69,242 -35%
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