iShares iBonds Dec 2026 Term Treasury ETF
IBTG
323 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2026 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 20 closing their positions.
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
20% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 106
4% more funds holding
Funds holding: 312 → 323 (+11)
2% less capital invested
Capital invested by funds: $1.95B → $1.91B (-$34.4M)
2.64% less ownership
Funds ownership: 83.42% → 80.78% (-2.6%)
25% less funds holding in top 10
Funds holding in top 10: 20 → 15 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.5M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$20.7M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$19.9M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$10.8M |
| 5 |
BlackRock
New York
|
+$8.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
-$27.9M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$24.3M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$19.5M |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$15.9M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
-$14.9M |
IBTG Hedge Fund Activity: Q1 2026 in Review
323 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for Q1 2026, worth a combined $1.91B — down 1.8% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBTG positions and 20 closed out — a net gain of 18 holders — while 127 added to existing stakes and 106 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.5M. The largest seller was Bailard, cutting an estimated $27.9M.
- 323 institutional investors held iShares iBonds Dec 2026 Term Treasury ETF (IBTG) as of Q1 2026, up from 312 in Q4 2025.
- Funds reported $1.91B of iShares iBonds Dec 2026 Term Treasury ETF stock for Q1 2026, down 1.8% quarter-over-quarter.
- 38 funds opened new iShares iBonds Dec 2026 Term Treasury ETF positions in Q1 2026 and 20 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2026 Term Treasury ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $26.5M added.
- The largest iShares iBonds Dec 2026 Term Treasury ETF seller in Q1 2026 was Bailard, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2026.