iShares iBonds Dec 2026 Term Treasury ETF
IBTG
280 hedge funds and large institutions have $1.59B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 137 increasing their positions, 70 reducing their positions, and 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
96% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 70
8% more capital invested
Capital invested by funds: $1.47B → $1.59B (+$118M)
6% more funds holding
Funds holding: 264 → 280 (+16)
1.64% more ownership
Funds ownership: 80.71% → 82.35% (+1.6%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$15.5M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$13.2M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$10.4M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$9.77M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
-$12.2M |
| 2 |
Morgan Stanley
New York
|
-$3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.74M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.72M |
| 5 |
Jane Street
New York
|
-$2.23M |
IBTG Hedge Fund Activity: Q2 2025 in Review
280 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q2 2025, worth a combined $1.59B — up 8% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBTG positions and 10 closed out — a net gain of 21 holders — while 137 added to existing stakes and 70 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $15.5M. The largest seller was Bailard, cutting an estimated $12.2M.
- 280 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q2 2025, up from 264 in Q1 2025.
- Funds reported $1.59B of iShares iBonds Dec 2026 Term Treasury ETF stock for Q2 2025, up 8% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q2 2025 and 10 closed out, a net change of +21 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $15.5M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q2 2025 was Bailard, an estimated $12.2M sold.
Based on aggregated 13F filings for Q2 2025.