iShares iBonds Dec 2026 Term Treasury ETF
IBTG
105 hedge funds and large institutions have $276M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 15 reducing their positions, and 10 closing their positions.
313% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 15
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
5% more funds holding
Funds holding: 100 → 105 (+5)
5% more capital invested
Capital invested by funds: $264M → $276M (+$12.8M)
10.21% less ownership
Funds ownership: 81.11% → 70.9% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$10.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.27M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.69M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.56M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$21.2M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$6.16M |
| 3 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$3.51M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.94M |
IBTG Hedge Fund Activity: Q3 2023 in Review
105 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q3 2023, worth a combined $276M — up 4.8% from $264M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBTG positions and 10 closed out — a net gain of 7 holders — while 62 added to existing stakes and 15 trimmed.
The largest buyer was MV Capital Management, adding an estimated $10.1M. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $21.2M sold.
- 105 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q3 2023, up from 100 in Q2 2023.
- Funds reported $276M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q3 2023, up 4.8% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q3 2023 and 10 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q3 2023 was MV Capital Management, an estimated $10.1M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q3 2023 was Freestone Capital Holdings, an estimated $21.2M sold.
Based on aggregated 13F filings for Q3 2023.