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iShares iBonds Dec 2031 Term Treasury ETF

128 hedge funds and large institutions have $444M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $351M → $444M (+$93.2M)

7% more funds holding

Funds holding: 120128 (+8)

2.77% more ownership

Funds ownership: 77.81%80.58% (+2.8%)

Holders
128
Holders Change
+8
Holders Change %
+6.67%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
69
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$60.4M +$10.5M +511,558 +21%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$38M -$1.59M -77,604 -4%
CIM
3
Confluence Investment Management
Missouri
$24.5M +$15M +733,137 +156%
TAM
4
Titleist Asset Management
Texas
$19.5M +$19.3M +940,288 +6,356%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M +$9.3M +453,263 +112%
Bank of America
6
Bank of America
North Carolina
$16.1M +$317K +15,460 +2%
Morgan Stanley
7
Morgan Stanley
New York
$14.6M +$1.14M +55,594 +8%
KF
8
Krilogy Financial
Missouri
$14.4M +$560K +27,297 +4%
Ameriprise
9
Ameriprise
Minnesota
$13.3M +$3.64M +177,623 +37%
NA
10
NewEdge Advisors
Louisiana
$13M +$620K +30,220 +5%
PAS
11
Park Avenue Securities
New York
$11M +$5.05M +246,192 +83%
PA
12
Probity Advisors
Texas
$10.3M +$1.05M +51,276 +11%
SWM
13
Shelton Wealth Management
Texas
$10.1M +$10.2M +495,824 New
LPT
14
Legacy Private Trust
Wisconsin
$8.74M +$1.1M +53,815 +14%
SCA
15
Snowden Capital Advisors
New York
$8.17M +$60.7K +2,957 +0.7%
HC
16
Headland Capital
South Carolina
$7.65M +$173K +8,454 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$7.49M -$163K -7,940 -2%
UCFA
18
United Capital Financial Advisors
Texas
$7.4M +$932K +45,407 +14%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.3M +$333K +16,244 +5%
FF
20
Foronjy Financial
California
$6.46M +$165K +8,061 +3%
SCM
21
Spreng Capital Management
Ohio
$6.23M +$697K +33,971 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.98M -$1.03M -49,969 -15%
FA
23
Fagan Associates
New York
$5.55M +$21.1K +1,029 +0.4%
SWM
24
Stockman Wealth Management
Montana
$5.14M +$707K +34,443 +16%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$4.75M +$276K +13,426 +6%

IBTL Hedge Fund Activity: Q1 2026 in Review

128 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q1 2026, worth a combined $444M — up 27% from $351M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBTL positions and 9 closed out — a net gain of 9 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Titleist Asset Management, adding an estimated $19.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.6M sold.

  • 128 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q1 2026, up from 120 in Q4 2025.
  • Funds reported $444M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q1 2026, up 27% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q1 2026 and 9 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q1 2026 was Titleist Asset Management, an estimated $19.3M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q1 2026 was Citadel Advisors, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2026.