iShares iBonds Dec 2026 Term Treasury ETF
IBTG
178 hedge funds and large institutions have $711M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 20 reducing their positions, and 12 closing their positions.
415% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 20
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
17% more capital invested
Capital invested by funds: $609M → $711M (+$103M)
12% more funds holding
Funds holding: 159 → 178 (+19)
9.5% less ownership
Funds ownership: 81.81% → 72.31% (-9.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$63.3M |
| 2 |
B
Bailard
Foster City,
California
|
+$12.4M |
| 3 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$11.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$55.1M |
| 2 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
-$12.5M |
| 3 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$5.69M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.79M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$2.46M |
IBTG Hedge Fund Activity: Q1 2024 in Review
178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q1 2024, worth a combined $711M — up 17% from $609M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBTG positions and 12 closed out — a net gain of 19 holders — while 103 added to existing stakes and 20 trimmed.
The largest buyer was HM Payson & Co, adding an estimated $63.3M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.
- 178 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q1 2024, up from 159 in Q4 2023.
- Funds reported $711M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q1 2024, up 17% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q1 2024 and 12 closed out, a net change of +19 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q1 2024 was HM Payson & Co, an estimated $63.3M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $55.1M sold.
Based on aggregated 13F filings for Q1 2024.