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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$22.5M |
| 2 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$12M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$11.8M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.56M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.22M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$2.07M |
| 3 |
Goldman Sachs
New York
|
-$275K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$212K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$204K |
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.