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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

178 hedge funds and large institutions have $711M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
103
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$65.7M
2
B
2
Bailard
California
$25.5M
3
ICG
3
InterOcean Capital Group
Tennessee
$34.2M
4
Bank of America
4
Bank of America
North Carolina
$36.3M
5
NA
5
NewEdge Advisors
Louisiana
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
JAG
2
Journey Advisory Group
Kentucky
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74M 3,256,862 -2,420,030 -43%
HPC
2
HM Payson & Co
Maine
$65.7M 2,893,642 +2,783,510 +2,527%
CIA
3
Capital Investment Advisors
Georgia
$50M 2,202,257 +161,525 +8%
Bank of America
4
Bank of America
North Carolina
$36.3M 1,599,300 +446,603 +39%
NA
5
NewEdge Advisors
Louisiana
$35.5M 1,561,019 +317,959 +26%
ICG
6
InterOcean Capital Group
Tennessee
$34.2M 1,507,057 +504,740 +50%
Wells Fargo
7
Wells Fargo
California
$29.4M 1,293,835 +51,162 +4%
B
8
Bailard
California
$25.5M 1,121,559 +545,849 +95%
UBS Group
9
UBS Group
Switzerland
$19.9M 876,300 +196,791 +29%
CIM
10
Confluence Investment Management
Missouri
$19.7M 867,969 +6,142 +0.7%
SWP
11
Stratos Wealth Partners
Ohio
$12.9M 569,255 +20,220 +4%
LPL Financial
12
LPL Financial
California
$12.8M 564,392 +125,233 +29%
MCM
13
MV Capital Management
Maryland
$12.6M 555,014 +28,005 +5%
TC
14
Trust Company
Kansas
$11.7M 515,976 +45,761 +10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11.7M 514,055 -166,688 -24%
IWC
16
Integrated Wealth Concepts
Massachusetts
$11.3M 496,971 +191,238 +63%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11M 484,183 +37,328 +8%
KF
18
Krilogy Financial
Missouri
$10.4M 456,277 +130,261 +40%
SPIA
19
Steward Partners Investment Advisory
New York
$9.43M 415,178 +34,962 +9%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$9.24M 406,846 +9,126 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$8.71M 383,426 +172,489 +82%
Financial Engines Advisors
22
Financial Engines Advisors
California
$8.38M 369,031 +45,802 +14%
MFIM
23
Mesirow Financial Investment Management
Illinois
$7.2M 317,177 +19,331 +6%
Lido Advisors
24
Lido Advisors
California
$6.91M 304,395 +12,382 +4%
MA
25
MKT Advisors
California
$6.37M 283,389 +188,554 +199%
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