iShares iBonds Dec 2026 Term Tr (IBTG) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IBTG?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares iBonds Dec 2026 Term Tr, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IBTG?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares iBonds Dec 2026 Term Tr.

Is institutional money flowing into IBTG?

66 institutional investors hold iShares iBonds Dec 2026 Term Tr (IBTG). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IBTG?

Track institutional sentiment and conviction scores for iShares iBonds Dec 2026 Term Tr (IBTG) including Smart Money Verdict and position changes on HoldingsIntel.

iShares iBonds Dec 2026 Term Tr

IBTG·46436E858·US·etf·Unknown - Unknown

IBONDS 26 TRM TS

IBTG (iShares iBonds Dec 2026 Term Tr) is held by 66 institutional investors as of Q4 2025. Largest holders: Kovitz Investment Group Partners, LLC ($107.9M), MORGAN STANLEY ($90.9M), BANK OF AMERICA CORP /DE/ ($90.9M). Net institutional sentiment: Bullish.

Holders

Avg rating(11 Elite)

$868.9M

Total Value

70% (67)

Fund Consensus

43 buying - 18 selling

Smart Money VerdictView all

63Mixed MomentumSingle Source

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See how IBTG's score breaks down across 4 SEC sources

Held by 66 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Kovitz Investment Group Partners, LLC	Decreased	4.7M(-5.6%)	$107.9M	2.4%	+3.33%	0
MORGAN STANLEY	Increased	4M(+2.0%)	$90.9M	0.0%	+7.08%	30
BANK OF AMERICA CORP /DE/	Increased	4M(+11.3%)	$90.9M	0.0%	+3.91%	33
MERCER GLOBAL ADVISORS INC /ADV	Increased	2.8M(+126.0%)	$65M	0.1%	+1.48%	48
WELLS FARGO & COMPANY/MN	Increased	2.5M(+4.8%)	$57.5M	0.0%	+6.91%	31
RAYMOND JAMES FINANCIAL INC	Increased	2.3M(+40.0%)	$51.9M	0.0%	+2.87%	39
LPL Financial LLC	Increased	2.2M(+50.1%)	$51.5M	0.0%	+3.69%	41
NewEdge Advisors, LLC	Decreased	1.8M(-4.5%)	$41.6M	0.2%	+7.94%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	1.7M(+26.7%)	$38.6M	0.2%	+1.88%	43
UBS Group AG	Increased	1.6M(+5.5%)	$36.3M	0.0%	+7.07%	31
Integrated Wealth Concepts LLC	Increased	1.5M(+3.4%)	$33.6M	0.4%	+6.13%	36
OSAIC HOLDINGS, INC.	Increased	789,197(+13.7%)	$18.1M	0.0%	+6.12%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	624,750(-24.1%)	$14.3M	0.0%	+6.89%	0
Focus Partners Wealth	Decreased	588,408(-81.1%)	$13.5M	0.0%	+7.27%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	532,095(+12.7%)	$12.2M	0.0%	+9.23%	31
ROYAL BANK OF CANADA	Increased	519,265(+4.3%)	$11.9M	0.0%	+4.49%	29
Baird Financial Group, Inc.	Increased	457,326(+17.5%)	$10.5M	0.0%	+4.44%	32
STIFEL FINANCIAL CORP	Increased	446,629(+5.9%)	$10.2M	0.0%	+7.12%	29
Sanctuary Advisors, LLC	Increased	419,785(+3.2%)	$9.6M	0.1%	+4.56%	29
Mariner, LLC	Increased	405,997(+4.9%)	$9.3M	0.0%	+5.36%	29
Financial Engines Advisors L.L.C.	Increased	396,586(+18.9%)	$9.1M	0.0%	+6.82%	33
HighTower Advisors, LLC	Decreased	341,310(-7.6%)	$7.8M	0.0%	+5.66%	0
AMERIPRISE FINANCIAL INC	Increased	319,181(+11.4%)	$7.3M	0.0%	+5.57%	30
BlackRock, Inc.	Increased	277,468(+65.8%)	$6.3M	0.0%	+2.18%	40
Lido Advisors, LLC	Increased	239,564(+0.1%)	$5.5M	0.0%	+10.52%	27
ENVESTNET ASSET MANAGEMENT INC	Decreased	208,615(-79.1%)	$4.8M	0.0%	+5.07%	0
CAPTRUST FINANCIAL ADVISORS	Increased	206,708(+18.1%)	$4.7M	0.0%	+6.18%	32
MML INVESTORS SERVICES, LLC	Increased	191,620(+7.2%)	$4.4M	0.0%	+6.37%	29
D.A. DAVIDSON & CO.	Decreased	190,610(-10.4%)	$4.4M	0.0%	+7.51%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	188,574(+5.4%)	$4.3M	0.0%	+5.98%	28
Private Advisor Group, LLC	Increased	175,123(+2.5%)	$4M	0.0%	+3.12%	27
MAI Capital Management	Increased	170,497(+2.3%)	$3.9M	0.0%	+4.67%	27
Wealthspire Advisors, LLC	Increased	156,047(+11.3%)	$3.6M	0.0%	+6.98%	30
Cetera Investment Advisers	Increased	144,000(+1.5%)	$3.3M	0.0%	+7.24%	27
Allworth Financial LP	Decreased	118,987(-7.0%)	$2.7M	0.0%	+6.77%	0
Kestra Advisory Services, LLC	Increased	94,483(+7.5%)	$2.2M	0.0%	+5.34%	28
Creative Planning	Increased	85,563(+24.3%)	$2M	0.0%	+8.28%	32
Equitable Holdings, Inc.	Increased	78,240(+95.7%)	$1.8M	0.0%	+3.26%	41
TD Waterhouse Canada Inc.	Increased	62,913(+0.8%)	$1.4M	0.0%	+3.42%	26
Merit Financial Group, LLC	Increased	48,603(+5.0%)	$1.1M	0.0%	+2.26%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	46,269	$1.1M	0.0%	+0.26%	35
Steward Partners Investment Advisory, LLC	Decreased	44,515(-84.9%)	$1M	0.0%	+8.38%	0
SCS Capital Management LLC	Decreased	34,233(-66.2%)	$783,080	0.0%	+8.76%	0
Beacon Pointe Advisors, LLC	Increased	29,812(+5.5%)	$681,943	0.0%	+7.35%	26
CIBC WORLD MARKET INC.	Unchanged	28,655	$655,626	0.0%	+7.56%	0
REGIONS FINANCIAL CORP	Decreased	28,605(-47.8%)	$654,339	0.0%	+4.47%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	25,275(+19.3%)	$578,166	0.0%	+2.92%	29
Cerity Partners LLC	Increased	24,090(+18.8%)	$551,052	0.0%	+6.22%	29
OneDigital Investment Advisors LLC	New	21,001	$480,398	0.0%	+0.26%	33
AQR CAPITAL MANAGEMENT LLC	Unchanged	20,387	$466,353	0.0%	+1.24%	0
CIBC Private Wealth Group LLC	Increased	14,877(+1.2%)	$340,311	0.0%	+13.27%	24
MAIRS & POWER INC	Increased	14,255(+352.5%)	$326,083	0.0%	+0.73%	38
FMR LLC	Decreased	12,475(-6.8%)	$285,376	0.0%	+1.37%	0
COMERICA BANK	Decreased	11,616(-0.8%)	$265,717	0.0%	+4.13%	0
Savant Capital, LLC	Decreased	9,987(-1.5%)	$228,443	0.0%	+2.42%	0
Farther Finance Advisors, LLC	Increased	9,213(+4.3%)	$210,747	0.0%	+2.01%	24
Rockefeller Capital Management L.P.	Decreased	7,279(-0.0%)	$166,508	0.0%	+1.24%	0
Aptus Capital Advisors, LLC	Increased	7,136(+0.0%)	$163,236	0.0%	+2.53%	22
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	3,518	$80,474	0.0%	+0.26%	33
NATIONAL BANK OF CANADA /FI/	Decreased	3,469(-68.6%)	$79,336	0.0%	+5.55%	0
JPMORGAN CHASE & CO	Unchanged	3,342	$76,448	0.0%	+2.17%	0
AE Wealth Management LLC	Decreased	3,096(-0.6%)	$70,821	0.0%	+4.63%	0
FIFTH THIRD BANCORP	Unchanged	2,185	$49,982	0.0%	+3.44%	0
BANK OF MONTREAL /CAN/	Increased	1,663(+1.3%)	$38,052	0.0%	+3.55%	14
BROWN BROTHERS HARRIMAN & CO	Unchanged	800	$18,300	0.0%	+4.82%	0
US BANCORP \DE\	Unchanged	500	$11,438	0.0%	+12.29%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$1.7M	0.0%	+1.80%	0

iShares iBonds Dec 2026 Term Tr

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