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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

210 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
210
Holders Change
+22
Holders Change %
+11.7%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
114
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$38.1M
2
Wells Fargo
2
Wells Fargo
California
$40.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$36.3M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$21M
5
MFG
5
Monumental Financial Group
Maryland
$21.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.2M
2
CIM
2
Confluence Investment Management
Missouri
$0
3
OFS
3
OneAscent Financial Services
Alabama
$0
4
NA
4
NewEdge Advisors
Louisiana
$33M
5
APP
5
Avantax Planning Partners
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
1
HM Payson & Co
Maine
$80.4M 3,486,161 +171,433 +5%
Morgan Stanley
2
Morgan Stanley
New York
$79.8M 3,458,223 +47,884 +1%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$66.5M 2,883,137 +240,450 +9%
CIA
4
Capital Investment Advisors
Georgia
$52.5M 2,277,922 -13,151 -0.6%
Bank of America
5
Bank of America
North Carolina
$48.4M 2,098,512 +263,948 +14%
Wells Fargo
6
Wells Fargo
California
$40.4M 1,749,981 +485,459 +38%
B
7
Bailard
California
$38.1M 1,651,658 +592,923 +56%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$36.3M 1,574,924 +453,181 +40%
NA
9
NewEdge Advisors
Louisiana
$33M 1,430,109 -77,465 -5%
UBS Group
10
UBS Group
Switzerland
$25.4M 1,100,306 +152,301 +16%
MFG
11
Monumental Financial Group
Maryland
$21.3M 924,753 +290,274 +46%
IWC
12
Integrated Wealth Concepts
Massachusetts
$21M 909,304 +291,954 +47%
LPL Financial
13
LPL Financial
California
$15.9M 690,017 +115,417 +20%
SWP
14
Stratos Wealth Partners
Ohio
$14.2M 617,272 +17,002 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$14.1M 610,051 +55,362 +10%
DP
16
Denver PWM
Colorado
$13.2M 573,783 +18,363 +3%
MCM
17
MV Capital Management
Maryland
$13.1M 566,488 +4,926 +0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12.8M 553,531 +227,467 +70%
TC
19
Trust Company
Kansas
$12.4M 538,972 +13,290 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.5M 499,953 +16,243 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$11.4M 494,880 +97,315 +24%
KF
22
Krilogy Financial
Missouri
$11.3M 489,282 +24,354 +5%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$9.82M 425,768 +8,923 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$9.39M 406,954 -34,221 -8%
MA
25
MKT Advisors
California
$9.17M 398,765 +38,997 +11%
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