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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,821,273+176.8%4,416,916$101.10MQ2 2026Sep 09, 2026
Dakota Wealth ManagementSell-18,218-100.0%0$0.00Q2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+2,350,674+93.2%4,874,170$111.57MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+200,888+93.4%416,086$9.52MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+424,380+1339.6%456,059$10.44MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+23,492+3.5%692,276$15.83MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+48,701+2.6%1,908,680$43.69MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Sell-20,139-3.9%495,686$11.35MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,555+4.3%86,586$1.98MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-100-1.1%8,834$202.00KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+96+0.3%28,950$662.67KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-2,334,152-49.4%2,394,076$54.80MQ2 2026Aug 14, 2026
Ameriprise Financial IncSell-323,083-49.2%333,675$7.63MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+316,437+1209.8%342,593$7.84MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-304,217-18.0%1,386,313$31.73MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+150,498+3.6%4,303,932$98.52MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+107,642+544.0%127,430$2.92MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-55,955-7.3%711,891$16.30MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-54,392-68.2%25,420$581.87KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+45,495+34.2%178,350$4.08MQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+22,92722,927$524.80KQ2 2026Aug 14, 2026
Steelhead Wealth Management LlcSell-21,806-24.5%67,379$1.54MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+21,576+7.1%327,147$7.49MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+18,871+3.8%511,804$11.71MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-18,171-21.0%68,295$1.56MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-15,253-3.9%380,451$8.71MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+14,48014,480$331.44KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+11,26411,264$257.83KQ2 2026Aug 14, 2026
Davis R M IncBuy+10,96910,969$251.08KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+5,1035,103$116.80KQ2 2026Aug 14, 2026
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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.