iShares iBonds Dec 2026 Term Treasury ETF
IBTG
158 hedge funds and large institutions have $538M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 5 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 5
387% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
95% more capital invested
Capital invested by funds: $276M → $538M (+$262M)
50% more funds holding
Funds holding: 105 → 158 (+53)
1.42% more ownership
Funds ownership: 70.9% → 72.32% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$59.6M |
| 2 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$21.4M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$17.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 5 |
B
Bailard
Foster City,
California
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$5.39M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
-$3.45M |
| 3 |
Jane Street
New York
|
-$2.35M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.21M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$981K |
IBTG Hedge Fund Activity: Q4 2023 in Review
158 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q4 2023, worth a combined $538M — up 95% from $276M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IBTG positions and 5 closed out — a net gain of 55 holders — while 73 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $59.6M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $5.39M.
- 158 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q4 2023, up from 105 in Q3 2023.
- Funds reported $538M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q4 2023, up 95% quarter-over-quarter.
- 60 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q4 2023 and 5 closed out, a net change of +55 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $59.6M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $5.39M sold.
Based on aggregated 13F filings for Q4 2023.