iShares iBonds Dec 2026 Term Treasury ETF
IBTG
312 hedge funds and large institutions have $1.95B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 64 reducing their positions, and 18 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 64
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
10% more capital invested
Capital invested by funds: $1.78B → $1.95B (+$170M)
6% more funds holding
Funds holding: 293 → 312 (+19)
2.28% less ownership
Funds ownership: 85.7% → 83.42% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$36.3M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$23.9M |
| 3 |
HAS
Horizon Advisory Services
West Henrietta,
New York
|
+$19.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$17.2M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$57.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.1M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$16.3M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$10M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$6.37M |
IBTG Hedge Fund Activity: Q4 2025 in Review
312 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q4 2025, worth a combined $1.95B — up 9.6% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IBTG positions and 18 closed out — a net gain of 27 holders — while 171 added to existing stakes and 64 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $36.3M. The largest seller was Focus Partners Wealth, cutting an estimated $57.7M.
- 312 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q4 2025, up from 293 in Q3 2025.
- Funds reported $1.95B of iShares iBonds Dec 2026 Term Treasury ETF stock for Q4 2025, up 9.6% quarter-over-quarter.
- 45 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q4 2025 and 18 closed out, a net change of +27 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $36.3M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q4 2025 was Focus Partners Wealth, an estimated $57.7M sold.
Based on aggregated 13F filings for Q4 2025.