ISHARES IBONDS DEC 2026 TERM (IBTG) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS DEC 2026 TERM (IBTG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Integrated Wealth Concepts Llc, Mercer Global Advisors Inc, Wells Fargo & Company/Mn, Beacon Pointe Advisors, Llc, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,821,273 | +176.8% | 4,416,916 | $101.10M | Q2 2026 | Sep 09, 2026 |
| Dakota Wealth Management | Sell | -18,218 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 26, 2026 |
| Mercer Global Advisors Inc | Buy | +2,350,674 | +93.2% | 4,874,170 | $111.57M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +200,888 | +93.4% | 416,086 | $9.52M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +424,380 | +1339.6% | 456,059 | $10.44M | Q2 2026 | Aug 18, 2026 |
| Denver Pwm, Llc | Buy | +23,492 | +3.5% | 692,276 | $15.83M | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +48,701 | +2.6% | 1,908,680 | $43.69M | Q2 2026 | Aug 17, 2026 |
| Wealth Management Strategies, Inc. | Sell | -20,139 | -3.9% | 495,686 | $11.35M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +3,555 | +4.3% | 86,586 | $1.98M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -100 | -1.1% | 8,834 | $202.00K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +96 | +0.3% | 28,950 | $662.67K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,334,152 | -49.4% | 2,394,076 | $54.80M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -323,083 | -49.2% | 333,675 | $7.63M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +316,437 | +1209.8% | 342,593 | $7.84M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -304,217 | -18.0% | 1,386,313 | $31.73M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +150,498 | +3.6% | 4,303,932 | $98.52M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +107,642 | +544.0% | 127,430 | $2.92M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -55,955 | -7.3% | 711,891 | $16.30M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -54,392 | -68.2% | 25,420 | $581.87K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +45,495 | +34.2% | 178,350 | $4.08M | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +22,927 | — | 22,927 | $524.80K | Q2 2026 | Aug 14, 2026 |
| Steelhead Wealth Management Llc | Sell | -21,806 | -24.5% | 67,379 | $1.54M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +21,576 | +7.1% | 327,147 | $7.49M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +18,871 | +3.8% | 511,804 | $11.71M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -18,171 | -21.0% | 68,295 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -15,253 | -3.9% | 380,451 | $8.71M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +14,480 | — | 14,480 | $331.44K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +11,264 | — | 11,264 | $257.83K | Q2 2026 | Aug 14, 2026 |
| Davis R M Inc | Buy | +10,969 | — | 10,969 | $251.08K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +5,103 | — | 5,103 | $116.80K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IBTG activity
Which institutional owners are buying IBTG?
Institutional owners buying IBTG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBTG activity?
"Buy" means an investor increased their reported position in IBTG compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2026 TERM (IBTG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBTG increasing?
Institutional interest in IBTG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.