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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

86 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

880% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 5

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

76% more capital invested

Capital invested by funds: $135M → $237M (+$103M)

23% more funds holding

Funds holding: 70 → 86 (+16)

9.75% more ownership

Funds ownership: 80.71% → 90.46% (+9.7%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
49
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$22.5M
2
JAG
Journey Advisory Group
Kentucky
+$12M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11.8M
4
RJA
Raymond James & Associates
Florida
+$7.56M
5
SWP
Stratos Wealth Partners
Ohio
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.22M
2
KF
Krilogy Financial
Missouri
-$2.07M
3
Goldman Sachs
Goldman Sachs
New York
-$275K
4
KAS
Kestra Advisory Services
Texas
-$212K
5
AAS
Avantax Advisory Services
Texas
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.59M +$1.45M +63,317 +1,160%
Stifel Financial
27
Stifel Financial
Missouri
$1.25M +$71.7K +3,135 +6%
Creative Planning
28
Creative Planning
Kansas
$1.2M -$78.8K -3,445 -6%
CAN
29
Cetera Advisor Networks
California
$1.18M +$500K +21,850 +75%
DADC
30
D.A. Davidson & Co
Montana
$994K +$734K +32,086 +292%
Citadel Advisors
31
Citadel Advisors
Florida
$946K +$344K +15,036 +58%
Osaic Holdings
32
Osaic Holdings
Arizona
$901K +$463K +20,246 +108%
ICG
33
InterOcean Capital Group
Tennessee
$770K +$763K +33,360 New
PFM
34
Phillips Financial Management
Indiana
$719K +$713K +31,147 New
TFS
35
Thoroughbred Financial Services
Tennessee
$624K +$234K +10,241 +61%
PAS
36
Park Avenue Securities
New York
$588K +$125K +5,479 +27%
PWM
37
Perigon Wealth Management
California
$569K +$11.9K +519 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$516K +$410K +17,913 +401%
4WM
39
4J Wealth Management
Virginia
$515K +$52.6K +2,297 +11%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$467K – – –
SWP
41
Summit Wealth Partners
Florida
$456K +$84.8K +3,705 +23%
CIAS
42
CFS Investment Advisory Services
New Jersey
$443K +$174K +7,592 +66%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$434K +$430K +18,786 New
SWA
44
Stratos Wealth Advisors
Ohio
$425K +$39.7K +1,736 +10%
WHCI
45
W.H. Cornerstone Investments
Massachusetts
$399K -$5.88K -257 -1%
LIM
46
Leavell Investment Management
Alabama
$382K +$161K +7,055 +74%
CSPAM
47
Cary Street Partners Asset Management
Virginia
$370K +$367K +16,025 New
FWM
48
Focused Wealth Management
New York
$337K -$1.24K -54 -0.4%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$323K – – –
CSIA
50
Conrad Siegel Investment Advisors
Pennsylvania
$311K +$1.74K +76 +0.6%
1
2
3 4

IBTG Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q1 2023, worth a combined $237M — up 76% from $135M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTG positions and 5 closed out — a net gain of 17 holders — while 49 added to existing stakes and 5 trimmed.

The largest buyer was Wells Fargo, adding an estimated $22.5M. The largest seller was Jane Street, cutting an estimated $3.22M.

  • 86 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q1 2023, up from 70 in Q4 2022.
  • Funds reported $237M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q1 2023, up 76% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q1 2023 and 5 closed out, a net change of +17 holders.
  • The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q1 2023 was Wells Fargo, an estimated $22.5M added.
  • The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q1 2023 was Jane Street, an estimated $3.22M sold.

Based on aggregated 13F filings for Q1 2023.