IBTG

Ishares Ibonds Dec 2026 Term

-$1.7B

Net Activity

Institutions Holding

22

Popularity Rank

#1403

Avg Weight

0.69%

Total Value

$118.2M

Ownership Trend

22 institutions currently hold IBTG, with 5 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

5

Key Holders

Key Holders

Top 5 by Value

FA
Financial Advisory Corp
$36.4M
CW
Cliftonlarsonallen Wealth Advisors, LLC
$23.4M
MA
MKT Advisors LLC
$18.5M
AC
Apella Capital, LLC
$16.9M
TW
Trinity Wealth Management, LLC
$5.1M

Top 5 by Conviction

MA
MKT Advisors LLC
5.75%
FA
Financial Advisory Corp
4.83%
TW
Trinity Wealth Management, LLC
1.61%
LF
Lantz Financial LLC
0.64%
MW
Moulton Wealth Management, INC
0.64%
View all 22 holding institutions

Quarterly Activity

Recent Activity

+$25.0M

Total Buy Value

$99.4M

Total Sell Value

New buy0
Trim13
Add5
Sold out1

5

Net Buyers

14

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES IBONDS DEC 2026 TERM (IBTG)?
Major stakeholders currently include Financial Advisory Corp ($36.4M), Cliftonlarsonallen Wealth Advisors, LLC ($23.4M), MKT Advisors LLC ($18.5M). Based on the latest 13F filings, there are a total of 22 tracked investment funds and institutions maintaining positions in IBTG.
What is the overall institutional sentiment toward IBTG recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.7B, driven by 5 managers accumulating shares while 14 reduced their exposure.
Which institutions have been selling or reducing their IBTG positions?
In the latest period, 13 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $99.4M.
Are there any notable investors adding IBTG to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $25.0M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

601

Total reported value

$20.1B

310 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

563

Total reported value

$25.2B

299 13F institutions increased their position this quarter

View detail
VUG

Vanguard Growth ETF

Institutions Holding

302

Total reported value

$4.3B

269 13F institutions increased their position this quarter

View detail