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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

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: 2 → 3 (+1)

27% more capital invested

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

7% more funds holding

Funds holding: 120 → 128 (+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
–

Top Buyers

Rank Fund Capital Flow
1
TAM
Titleist Asset Management
Texas
+$19.3M
2
CIM
Confluence Investment Management
Missouri
+$15M
3
Wells Fargo
Wells Fargo
California
+$10.5M
4
SWM
Shelton Wealth Management
Texas
+$10.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.6M
2
TPWA
TRUE Private Wealth Advisors
Oregon
-$1.59M
3
KTM
Keeler Thomas Management
Utah
-$1.59M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.26M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
26
Yoder Wealth Management
California
$4.56M +$146K +7,098 +3%
UBS Group
27
UBS Group
Switzerland
$4.3M +$225K +10,981 +5%
ADL
28
Asset Dedication LLC
California
$4.29M +$1.38M +67,081 +47%
TFS
29
Thoroughbred Financial Services
Tennessee
$4.28M +$461K +22,471 +12%
PA
30
Parallel Advisors
California
$4.09M +$622K +30,319 +18%
WWM
31
Whalen Wealth Management
Nevada
$4.09M +$71.1K +3,465 +2%
SWMG
32
Signature Wealth Management Group
Georgia
$3.7M +$3.72M +181,499 New
OIA
33
OneDigital Investment Advisors
Kansas
$3.7M +$3.72M +181,499 New
CTC
34
Central Trust Company
Missouri
$3.54M +$168K +8,203 +5%
AWP
35
Accretive Wealth Partners
New Jersey
$3.38M -$61.5K -2,997 -2%
Stifel Financial
36
Stifel Financial
Missouri
$3.3M +$838K +40,846 +34%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.06M +$1.24M +60,597 +68%
BFO
38
Boston Family Office
Massachusetts
$2.52M +$371K +18,090 +17%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$1.27M +61,860 +104%
Goldman Sachs
40
Goldman Sachs
New York
$2.25M -$514K -25,035 -18%
DADC
41
D.A. Davidson & Co
Montana
$2.17M +$1.56M +76,080 +250%
MWM
42
Moulton Wealth Management
Washington
$2.17M +$2.19M +106,671 New
LPL Financial
43
LPL Financial
California
$1.97M +$622K +30,320 +46%
HCM
44
Howland Capital Management
Massachusetts
$1.76M +$60.5K +2,949 +4%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.63M +$695K +33,849 +74%
Creative Planning
46
Creative Planning
Kansas
$1.6M +$47.1K +2,296 +3%
TRCT
47
Tower Research Capital (TRC)
New York
$1.55M -$1.26M -61,200 -45%
PAG
48
Private Advisor Group
New Jersey
$1.47M -$6.2K -302 -0.4%
SAM
49
Smartleaf Asset Management
Massachusetts
$1.47M -$1.31K -64 -0.1%
E3F
50
Eight 31 Financial
Texas
$1.33M +$19.7K +960 +1%
1
2
3 4 5

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.