iShares iBonds Dec 2026 Term Treasury ETF
IBTG
189 hedge funds and large institutions have $850M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 6 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
236% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 33
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
20% more capital invested
Capital invested by funds: $709M → $850M (+$141M)
6% more funds holding
Funds holding: 178 → 189 (+11)
2.41% more ownership
Funds ownership: 72.19% → 74.6% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$59.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.7M |
| 3 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
+$14.3M |
| 4 |
DP
Denver PWM
Denver,
Colorado
|
+$12.5M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
-$1.42M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.21M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.04M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.04M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$857K |
IBTG Hedge Fund Activity: Q2 2024 in Review
189 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q2 2024, worth a combined $850M — up 20% from $709M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBTG positions and 6 closed out — a net gain of 14 holders — while 111 added to existing stakes and 33 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $59.4M. The largest seller was Bailard, cutting an estimated $1.42M.
- 189 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q2 2024, up from 178 in Q1 2024.
- Funds reported $850M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q2 2024 and 6 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $59.4M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q2 2024 was Bailard, an estimated $1.42M sold.
Based on aggregated 13F filings for Q2 2024.