iShares iBonds Dec 2026 Term Treasury ETF
IBTG
247 hedge funds and large institutions have $1.29B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 33 reducing their positions, and 11 closing their positions.
373% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 11
321% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 33
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
34% more capital invested
Capital invested by funds: $964M → $1.29B (+$325M)
17% more funds holding
Funds holding: 211 → 247 (+36)
12.41% more ownership
Funds ownership: 69.13% → 81.55% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$77M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$22.1M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
+$19.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.8M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
-$19.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19.3M |
| 3 |
HF
HRT Financial
New York
|
-$2.35M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$1.68M |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$822K |
IBTG Hedge Fund Activity: Q4 2024 in Review
247 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q4 2024, worth a combined $1.29B — up 34% from $964M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IBTG positions and 11 closed out — a net gain of 41 holders — while 139 added to existing stakes and 33 trimmed.
The largest buyer was Essential Planning, adding an estimated $77M. The largest seller was Bailard, cutting an estimated $19.7M.
- 247 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q4 2024, up from 211 in Q3 2024.
- Funds reported $1.29B of iShares iBonds Dec 2026 Term Treasury ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 52 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q4 2024 and 11 closed out, a net change of +41 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q4 2024 was Essential Planning, an estimated $77M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q4 2024 was Bailard, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2024.