iShares iBonds Dec 2026 Term Treasury ETF
IBTG
211 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 36 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
217% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 36
13% more capital invested
Capital invested by funds: $850M → $964M (+$115M)
12% more funds holding
Funds holding: 189 → 211 (+22)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5.46% less ownership
Funds ownership: 74.6% → 69.13% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$13.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$10.4M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$6.68M |
| 5 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$19.6M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$3.93M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.77M |
| 4 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$1.15M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.08M |
IBTG Hedge Fund Activity: Q3 2024 in Review
211 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q3 2024, worth a combined $964M — up 13% from $850M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBTG positions and 8 closed out — a net gain of 23 holders — while 114 added to existing stakes and 36 trimmed.
The largest buyer was Bailard, adding an estimated $13.6M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $19.6M sold.
- 211 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q3 2024, up from 189 in Q2 2024.
- Funds reported $964M of iShares iBonds Dec 2026 Term Treasury ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q3 2024 and 8 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q3 2024 was Bailard, an estimated $13.6M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q3 2024 was Confluence Investment Management, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2024.