We are live on ! Find out more
IBTG icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
280
Holders Change
+16
Holders Change %
+6.06%
% of All Funds
3.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
31
Increased
137
Reduced
70
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$15.5M
2
Raymond James Financial
Raymond James Financial
Florida
+$13.2M
3
SWA
Stratos Wealth Advisors
Ohio
+$10.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$9.77M
5
Bank of America
Bank of America
North Carolina
+$9.12M

Top Sellers

Rank Fund Capital Flow
1
B
Bailard
California
-$12.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.74M
4
SPIA
Steward Partners Investment Advisory
New York
-$2.72M
5
Jane Street
Jane Street
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
151
Asset Dedication LLC
California
$709K +$70.2K +3,066 +11%
CSP
152
Cary Street Partners
Virginia
$658K +$40K +1,749 +6%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$657K – – –
RFG
154
RFP Financial Group
Georgia
$657K +$66.4K +2,903 +11%
MWM
155
Modera Wealth Management
New Jersey
$652K – – –
SAI
156
Savvy Advisors Inc
New York
$620K +$20.5K +895 +3%
BPA
157
Beacon Pointe Advisors
California
$616K -$18.3K -801 -3%
SWMG
158
Signature Wealth Management Group
Georgia
$614K -$7.99K -349 -1%
SCA
159
Snowden Capital Advisors
New York
$612K – – –
RIA
160
Regal Investment Advisors
Michigan
$605K -$85.3K -3,729 -12%
DSC
161
Duncker Streett & Co
Missouri
$591K – – –
MCC
162
Money Concepts Capital
Florida
$584K +$291K +12,739 +100%
PB
163
Pinnacle Bancorp
Nebraska
$582K – – –
CCM
164
Coldstream Capital Management
Washington
$573K – – –
KWM
165
KFG Wealth Management
Indiana
$568K +$28.2K +1,231 +5%
SPWM
166
Straight Path Wealth Management
Michigan
$566K +$10.8K +470 +2%
PFA
167
Pure Financial Advisors
California
$566K +$564K +24,669 New
MAS
168
Madden Advisory Services
Florida
$559K +$26.2K +1,145 +5%
KOC
169
Koss-Olinger Consulting
Florida
$559K +$7.67K +335 +1%
HNW
170
High Note Wealth
Minnesota
$558K +$557K +24,334 New
GSAM
171
Grant Street Asset Management
Pennsylvania
$523K +$5.33K +233 +1%
WTA
172
Washington Trust Advisors
Massachusetts
$513K +$1.53K +67 +0.3%
RW
173
RVW Wealth
California
$510K +$3.82K +167 +0.8%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$486K – – –
CSIA
175
Conrad Siegel Investment Advisors
Pennsylvania
$485K -$328K -14,355 -40%
5 6
7
8 9

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.