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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
JFG
51
JDM Financial Group
Texas
$295K +$92.2K +4,028 +46%
FAAM
52
First Ascent Asset Management
Colorado
$295K +$292K +12,772 New
BC
53
Barrett & Company
Rhode Island
$286K +$73.4K +3,210 +35%
Cerity Partners
54
Cerity Partners
New York
$276K +$49.5K +2,165 +22%
IA
55
IFP Advisors
Florida
$263K +$80.5K +3,517 +51%
GHA
56
Granite Harbor Advisors
Texas
$259K +$40.1K +1,754 +19%
CA
57
Cetera Advisors
Colorado
$255K +$13.3K +580 +6%
ETIA
58
Epic Trust Investment Advisors
Washington
$238K +$236K +10,304 New
LA
59
LVW Advisors
New York
$237K +$6.41K +280 +3%
ABC
60
Associated Banc-Corp
Wisconsin
$236K +$234K +10,242 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$230K +$228K +9,986 New
APP
62
Avantax Planning Partners
Iowa
$208K +$206K +9,017 New
SPIA
63
Steward Partners Investment Advisory
New York
$188K – – –
MA
64
Montag & Associates
Georgia
$163K – – –
BWM
65
BerganKDV Wealth Management
Minnesota
$144K – – –
HWM
66
Horizons Wealth Management
North Carolina
$120K +$65.8K +2,875 +123%
AF
67
Advisornet Financial
Minnesota
$114K +$71.4K +3,120 +173%
SCA
68
Stonebridge Capital Advisors
Minnesota
$114K +$71.4K +3,120 +173%
GRP
69
Global Retirement Partners
California
$106K +$458 +20 +0.4%
GI
70
Gradient Investments
Minnesota
$96.3K +$45.1K +1,972 +90%
SFG
71
Steward Financial Group
Texas
$77K +$77.3K +3,377 New
PTC
72
Private Trust Company
Ohio
$76K +$75.3K +3,293 New
BFEC
73
Benjamin F. Edwards & Company
Missouri
$46K – – –
TCM
74
TD Capital Management
Tennessee
$43K +$252 +11 +0.6%
FCA
75
FinTrust Capital Advisors
South Carolina
$35.5K – – –
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.