iShares iBonds Dec 2026 Term Treasury ETF
IBTG
100 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
172% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 18
16% more funds holding
Funds holding: 86 → 100 (+14)
9% more capital invested
Capital invested by funds: $241M → $264M (+$22.4M)
9.35% less ownership
Funds ownership: 90.46% → 81.11% (-9.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$21.5M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$3.68M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.79M |
| 4 |
CCB
Country Club Bank
Kansas City,
Missouri
|
+$1.66M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$14.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.59M |
| 3 |
Jane Street
New York
|
-$2.02M |
| 4 |
CSIA
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
-$311K |
| 5 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
-$238K |
IBTG Hedge Fund Activity: Q2 2023 in Review
100 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q2 2023, worth a combined $264M — up 9.3% from $241M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBTG positions and 8 closed out — a net gain of 14 holders — while 49 added to existing stakes and 18 trimmed.
The largest buyer was Freestone Capital Holdings, opening a new position worth an estimated $21.5M. The largest seller was Wells Fargo, cutting an estimated $14.5M.
- 100 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q2 2023, up from 86 in Q1 2023.
- Funds reported $264M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q2 2023, up 9.3% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q2 2023 and 8 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q2 2023 was Freestone Capital Holdings, an estimated $21.5M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q2 2023 was Wells Fargo, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2023.