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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
T
176
Tableaux
Massachusetts
$485K +$117K +5,113 +32%
Cerity Partners
177
Cerity Partners
New York
$465K -$1.69K -74 -0.4%
PS
178
Principal Securities
Iowa
$461K +$20.3K +886 +5%
CBT
179
Crews Bank & Trust
Florida
$460K +$37.2K +1,625 +9%
GSB
180
Greenfield Savings Bank
Massachusetts
$449K -$4.71K -206 -1%
FWM
181
Focused Wealth Management
New York
$437K +$15.9K +696 +4%
HI
182
Harbour Investments
Wisconsin
$431K +$35.3K +1,544 +9%
HBT
183
Heartland Bank & Trust
Illinois
$428K +$32.4K +1,417 +8%
SAMC
184
Spectrum Asset Management (California)
California
$428K +$93.9K +4,104 +28%
CTA
185
Chesley Taft & Associates
Illinois
$426K – – –
YWM
186
Yoder Wealth Management
California
$423K – – –
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$410K -$2.74M -119,944 -87%
CIAS
188
CFS Investment Advisory Services
New Jersey
$402K -$549 -24 -0.1%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$388K +$387K +16,922 New
HNB
190
Huntington National Bank
Ohio
$384K – – –
PWA
191
Physician Wealth Advisors
Utah
$383K – – –
TCA
192
Transcend Capital Advisors
New Jersey
$378K – – –
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$377K +$376K +16,432 New
BFG
194
Berger Financial Group
Minnesota
$374K -$18.1K -790 -5%
BFP
195
Beacon Financial Planning
Massachusetts
$369K +$2.38K +104 +0.7%
PIM
196
Penobscot Investment Management
Massachusetts
$367K +$366K +16,000 New
FTUS
197
Flow Traders U.S.
New York
$359K +$1.81K +79 +0.5%
WIA
198
World Investment Advisors
California
$358K +$480 +21 +0.1%
SC
199
Savant Capital
Illinois
$344K +$344K +15,021 New
OPTFSNA
200
Old Point Trust & Financial Services N A
Virginia
$344K – – –
6 7
8
9 10

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.