iShares iBonds Dec 2026 Term Treasury ETF
IBTG
293 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 155 increasing their positions, 68 reducing their positions, and 14 closing their positions.
128% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 68
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
11% more capital invested
Capital invested by funds: $1.6B → $1.78B (+$181M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
4% more funds holding
Funds holding: 281 → 293 (+12)
2.85% more ownership
Funds ownership: 82.86% → 85.7% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$68M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$22.3M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$15.9M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$15M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.3M |
| 2 |
SFGP
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
-$7.4M |
| 3 |
E3F
Eight 31 Financial
Midland,
Texas
|
-$6.13M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$6.12M |
| 5 |
FFS
Flavin Financial Services
Melbourne,
Florida
|
-$3.66M |
IBTG Hedge Fund Activity: Q3 2025 in Review
293 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q3 2025, worth a combined $1.78B — up 11% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IBTG positions and 14 closed out — a net gain of 15 holders — while 155 added to existing stakes and 68 trimmed.
The largest buyer was Bailard, adding an estimated $68M. The largest seller was Wells Fargo, cutting an estimated $11.3M.
- 293 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q3 2025, up from 281 in Q2 2025.
- Funds reported $1.78B of iShares iBonds Dec 2026 Term Treasury ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 29 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q3 2025 and 14 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q3 2025 was Bailard, an estimated $68M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q3 2025 was Wells Fargo, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2025.