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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

246 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
51
Increased
138
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$78.2M
2
FAC
2
Financial Advisory Corporation
Michigan
$31.6M
3
Raymond James Financial
3
Raymond James Financial
Florida
$25.3M
4
AWM
4
Apollon Wealth Management
South Carolina
$22.4M
5
SL
5
Summitry LLC
California
$19.3M

Top Sellers

1
B
1
Bailard
California
$18M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
3
HF
3
HRT Financial
New York
$0
4
ADL
4
Asset Dedication LLC
California
$368K
5
FFA
5
Farther Finance Advisors
California
$251K
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
1
HM Payson & Co
Maine
$91.5M 4,012,156 +525,995 +15%
Morgan Stanley
2
Morgan Stanley
New York
$82M 3,596,267 +138,044 +4%
EP
3
Essential Planning
New Hampshire
$78.2M 3,425,586 +3,372,976 +6,411%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$67M 2,936,714 +53,577 +2%
Bank of America
5
Bank of America
North Carolina
$61.7M 2,704,301 +605,789 +29%
CIA
6
Capital Investment Advisors
Georgia
$53.1M 2,328,673 +50,751 +2%
Wells Fargo
7
Wells Fargo
California
$50.2M 2,200,142 +450,161 +26%
NA
8
NewEdge Advisors
Louisiana
$46M 2,018,258 +588,149 +41%
FAC
9
Financial Advisory Corporation
Michigan
$31.6M 1,386,484 +1,386,484 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$28.3M 1,241,811 +332,507 +37%
UBS Group
11
UBS Group
Switzerland
$26.7M 1,172,256 +71,950 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$25.3M 1,110,250 +1,110,250 New
AWM
13
Apollon Wealth Management
South Carolina
$22.4M 982,328 +966,878 +6,258%
LPL Financial
14
LPL Financial
California
$20.7M 905,971 +215,954 +31%
SL
15
Summitry LLC
California
$19.3M 845,358 +845,358 New
B
16
Bailard
California
$18M 788,846 -862,812 -52%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.7M 731,659 -843,265 -54%
SWP
18
Stratos Wealth Partners
Ohio
$15.3M 671,906 +54,634 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$15.1M 661,751 +108,220 +20%
DP
20
Denver PWM
Colorado
$14M 615,501 +41,718 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$13.6M 597,976 +103,096 +21%
KF
22
Krilogy Financial
Missouri
$13.6M 596,544 +107,262 +22%
TC
23
Trust Company
Kansas
$13.2M 578,334 +39,362 +7%
MCM
24
MV Capital Management
Maryland
$13.2M 577,301 +10,813 +2%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12M 527,965 +189,957 +56%
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