iShares iBonds Dec 2026 Term Treasury ETF
IBTG
264 hedge funds and large institutions have $1.47B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
165% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 54
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
14% more capital invested
Capital invested by funds: $1.29B → $1.47B (+$179M)
7% more funds holding
Funds holding: 247 → 264 (+17)
0.84% less ownership
Funds ownership: 81.55% → 80.71% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$103M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$16M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.8M |
| 4 |
SL
Summitry LLC
Foster City,
California
|
+$12.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$76.6M |
| 2 |
TC
Trust Company
Manhattan,
Kansas
|
-$11.5M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
-$6.69M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.83M |
| 5 |
B
Bailard
Foster City,
California
|
-$2.95M |
IBTG Hedge Fund Activity: Q1 2025 in Review
264 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q1 2025, worth a combined $1.47B — up 14% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBTG positions and 10 closed out — a net gain of 21 holders — while 143 added to existing stakes and 54 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $103M. The largest seller was Essential Planning, cutting an estimated $76.6M.
- 264 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q1 2025, up from 247 in Q4 2024.
- Funds reported $1.47B of iShares iBonds Dec 2026 Term Treasury ETF stock for Q1 2025, up 14% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q1 2025 and 10 closed out, a net change of +21 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q1 2025 was Kovitz Investment Group Partners, an estimated $103M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q1 2025 was Essential Planning, an estimated $76.6M sold.
Based on aggregated 13F filings for Q1 2025.