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iShares iBonds Dec 2026 Term Treasury ETF

15 hedge funds and large institutions have $54.4M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more capital invested

Capital invested by funds: $14.7M → $54.4M (+$39.8M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

15% more funds holding

Funds holding: 1315 (+2)

5.82% more ownership

Funds ownership: 83%88.82% (+5.8%)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$20.8M +$20.8M +843,926 +3,846%
CIM
2
Confluence Investment Management
Missouri
$15.8M +$7.3M +296,488 +82%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.4M +$11.7M +474,012 New
SBL
4
Sargent Bickham Lagudis
Colorado
$1.28M +$1.32M +53,383 New
FTUS
5
Flow Traders U.S.
New York
$1.26M +$884K +35,870 +217%
Jane Street
6
Jane Street
New York
$777K -$306K -12,434 -28%
Citadel Advisors
7
Citadel Advisors
Florida
$679K -$905K -36,753 -57%
VWA
8
Visionary Wealth Advisors
Illinois
$657K +$673K +27,334 New
Bank of America
9
Bank of America
North Carolina
$570K +$164K +6,663 +39%
HLOC
10
H.L. Ormond & Company
North Carolina
$516K -$2.12K -86 -0.4%
PAS
11
Park Avenue Securities
New York
$292K +$94.4K +3,830 +46%
BEI
12
Benjamin Edwards Inc
Missouri
$129K +$133K +5,380 New
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$85.2K +$1.16K +47 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$74K -$43.8K -1,777 -37%
Wells Fargo
15
Wells Fargo
California
$50K +$51.7K +2,100 New
Cerity Partners
16
Cerity Partners
New York
-$247K -9,782 Closed
UBS Group
17
UBS Group
Switzerland
-$105K -4,171 Closed
TRCT
18
Tower Research Capital (TRC)
New York
-$2K -95 Closed

IBTG Hedge Fund Activity: Q1 2022 in Review

15 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q1 2022, worth a combined $54.4M — up 271% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBTG positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Stifel Financial, adding an estimated $20.8M. The largest seller was Citadel Advisors, cutting an estimated $905K.

  • 15 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q1 2022, up from 13 in Q4 2021.
  • Funds reported $54.4M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q1 2022, up 271% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q1 2022 and 3 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q1 2022 was Stifel Financial, an estimated $20.8M added.
  • The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q1 2022 was Citadel Advisors, an estimated $905K sold.

Based on aggregated 13F filings for Q1 2022.