Who Owns iShares iBonds Dec 2026 Term Treasury ETF (IBTG)?Hedge Fund & Institutional Holders

$22.88-0.01 (-0.02%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$22.72$22.81$22.91$23.01$23.10Aug 24Jun 25Mar 26

IBTG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
HM PAYSON & CONew Position+6.6M+$150.0B
BANK OF AMERICA CORP /DE/Increased+403K+$88.9B
BAILARD, INC.New Position+2.8M+$64.6B
Capital Investment Advisors, LLCNew Position+2.5M+$56.9B
MERCER GLOBAL ADVISORS INC /ADVIncreased+1.6M+$36.1B
Stratos Wealth Advisors, LLCNew Position+1.5M+$33.3B
Carnegie Investment CounselNew Position+877K+$20.1B
Krilogy Financial LLCNew Position+867K+$19.9B
Horizon Advisory Services, Inc.New Position+860K+$19.7B
MOSELEY INVESTMENT MANAGEMENT INCNew Position+823K+$18.8B
Denver PWM, LLCNew Position+781K+$17.9B
MKT Advisors LLCNew Position+755K+$17.3B
RAYMOND JAMES FINANCIAL INCIncreased+648K+$13.8B
MV CAPITAL MANAGEMENT, INC.New Position+595K+$13.7B
Scissortail Wealth Management, LLCNew Position+526K+$12.0B

IBTG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners WealthDecreased-2.5M-$58.3B
NewEdge Advisors, LLCDecreased-86K-$43.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-822K-$18.9B
HighTower Advisors, LLCDecreased-28K-$8.5B
Mesirow Financial Investment Management, Inc.Decreased-161K-$6.8B
Kovitz Investment Group Partners, LLCDecreased-278K-$6.7B
Steward Partners Investment Advisory, LLCDecreased-250K-$5.7B
Allworth Financial LPDecreased-9K-$2.9B
Wealth Watch Advisors, INCClosed Position-92K-$2.1B
CITADEL ADVISORS LLCClosed Position-74K-$1.7B
SCS Capital Management LLCDecreased-67K-$1.5B
GTS SECURITIES LLCClosed Position-23K-$532.9M
HARBOUR INVESTMENTS, INC.Decreased-1K-$519.7M
Greenfield Savings BankClosed Position-21K-$475.8M
EVEXIA WEALTH LLCClosed Position-15K-$349.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HM PAYSON & CO5,536,480$126.6B1786.07%Share
2Kovitz Investment Group Partners, LLC4,714,898$107.9B2.39%Share
3MERCER GLOBAL ADVISORS INC /ADV2,842,417$65.0B99.08%Share
4BAILARD, INC.2,824,210$64.6B1.43%Share
5BANK OF AMERICA CORP /DE/2,561,315$58.0B4.22%Share
6Capital Investment Advisors, LLC2,488,875$56.9B867.18%Share
7WELLS FARGO & COMPANY/MN1,833,625$41.0B7.47%Share
8UNITED CAPITAL FINANCIAL ADVISORS, LLC1,686,300$38.0B228.81%Share
9Financial Advisory Corp1,624,264$37.2B5.40%Share
10UBS Group AG1,585,824$36.3B5.88%Share
11SUMMITRY LLC1,522,715$34.8B1.45%Share
12Stratos Wealth Advisors, LLC1,453,846$33.3B1.61%Share
13BANK OF AMERICA CORP /DE/1,393,803$31.0B2.25%Share
14RAYMOND JAMES FINANCIAL INC1,357,004$31.0B9.65%Share
15Connecticut Wealth Management, LLC1,327,463$30.0B1.30%Share
16HM PAYSON & CO1,022,435$23.4B329.84%Share
17Carnegie Investment Counsel877,139$20.1B370.15%Share
18RAYMOND JAMES FINANCIAL INC901,618$20.0B6.22%Share
19Krilogy Financial LLC867,383$19.9B0.68%Share
20Horizon Advisory Services, Inc.860,483$19.7B9.96%Share
21MOSELEY INVESTMENT MANAGEMENT INC822,855$18.8B5.82%Share
22Denver PWM, LLC780,983$17.9B5.98%Share
23MKT Advisors LLC755,316$17.3B5.90%Share
24OSAIC HOLDINGS, INC.761,627$17.0B24.84%Share
25Stratos Wealth Partners, LTD.675,295$15.4B174.62%Share
26WELLS FARGO & COMPANY/MN678,156$15.0B2.73%Share
27MV CAPITAL MANAGEMENT, INC.594,883$13.7B1.31%Share
28Focus Partners Wealth588,408$13.0B14.82%Share
29Scissortail Wealth Management, LLC526,067$12.0B2.74%Share
30COMMONWEALTH EQUITY SERVICES, LLC532,095$12.0B16.00%Share
31Sound View Wealth Advisors Group, LLC494,443$11.3B0.76%Share
32Delta Wealth Advisors LLC492,638$11.3B9.43%Share
33Asset Advisors Investment Management, LLC474,139$10.8B1.00%Share
34CreativeOne Wealth, LLC448,425$10.0B0.24%Share
35STIFEL FINANCIAL CORP446,629$10.0B9.00%Share
36Baird Financial Group, Inc.457,326$10.0B15.59%Share
37Baltimore-Washington Financial Advisors, Inc.451,747$10.0B0.42%Share
38Stephens Consulting, LLC397,664$9.1B2.94%Share
39ROYAL BANK OF CANADA434,188$9.0B1.46%Share
40SHELTON WEALTH MANAGEMENT, LLC376,011$8.6B3.69%Share
41Midwest Professional Planners, LTD.323,594$7.4B1.75%Share
42Eldridge Investment Advisors, Inc.308,953$7.1B1.56%Share
43AMERIPRISE FINANCIAL INC319,181$7.0B1.58%Share
44CENTRAL TRUST Co280,576$6.4B125.73%Share
45Asset Dedication, LLC271,240$6.2B0.41%Share
46Trinity Wealth Management, LLC258,390$5.9B2.18%Share
47Atlantic Private Wealth, LLC255,888$5.9B3.74%Share
48KOM Wealth Management Group, LLC244,141$5.6B3.95%Share
49LEAVELL INVESTMENT MANAGEMENT, INC.241,706$5.0B0.21%Share
50Parkside Financial Bank & Trust218,579$5.0B0.37%Share

IBTG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025307$1.3T+158
Q3 2025149$870.4B-102
Q2 2025251$1.1T-11
Q1 2025262$1.5T+58
Q4 2024204$49.1T+69
Q3 2024135$47.9T+8
Q2 2024127$18.1T+10
Q1 2024117$255.2T—

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As of Q4 2025, 50 institutional investors hold IBTG (iShares iBonds Dec 2026 Term Treasury ETF). The largest holder is HM PAYSON & CO with $126.6B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own IBTG?

As of Q4 2025, 50 institutional investors report holding IBTG (iShares iBonds Dec 2026 Term Treasury ETF) in their 13F filings.

Who is the largest institutional holder of IBTG?

The largest institutional holder of IBTG is HM PAYSON & CO with $126.6B in shares.

Is institutional ownership of IBTG increasing or decreasing?

This quarter, 12 institutions opened new positions in IBTG and 5 closed their positions.