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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

133 hedge funds and large institutions have $472M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 22

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $444M → $472M (+$28.2M)

4% more funds holding

Funds holding: 128 → 133 (+5)

1.81% more ownership

Funds ownership: 80.58% → 82.4% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
133
Holders Change
+5
Holders Change %
+3.91%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
69
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$26.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.1M
3
Bank of America
Bank of America
North Carolina
+$2.52M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.58M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.39M
2
TPWA
TRUE Private Wealth Advisors
Oregon
-$3.51M
3
CIM
Confluence Investment Management
Missouri
-$2.11M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.55M
5
PAG
Private Advisor Group
New Jersey
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.12M -$808K -39,914 -14%
ADL
27
Asset Dedication LLC
California
$4.89M +$637K +31,504 +15%
YWM
28
Yoder Wealth Management
California
$4.57M +$51.4K +2,540 +1%
UBS Group
29
UBS Group
Switzerland
$4.53M +$275K +13,578 +6%
PA
30
Parallel Advisors
California
$4.34M +$292K +14,452 +7%
TFS
31
Thoroughbred Financial Services
Tennessee
$4.23M -$12.2K -602 -0.3%
AWP
32
Accretive Wealth Partners
New Jersey
$4.14M +$799K +39,473 +24%
WWM
33
Whalen Wealth Management
Nevada
$4.08M +$26.4K +1,304 +0.7%
CTC
34
Central Trust Company
Missouri
$3.78M +$274K +13,560 +8%
Goldman Sachs
35
Goldman Sachs
New York
$3.42M +$1.2M +59,200 +54%
OIA
36
OneDigital Investment Advisors
Kansas
$3.4M -$267K -13,172 -7%
Stifel Financial
37
Stifel Financial
Missouri
$3.2M -$64.2K -3,172 -2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.17M +$148K +7,308 +5%
BFO
39
Boston Family Office
Massachusetts
$2.81M +$325K +16,051 +13%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.75M +$1.57M +77,626 +133%
DADC
41
D.A. Davidson & Co
Montana
$2.7M +$549K +27,126 +25%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.57M +$120K +5,952 +5%
LPL Financial
43
LPL Financial
California
$1.87M -$78.4K -3,875 -4%
HCM
44
Howland Capital Management
Massachusetts
$1.75M +$6.07K +300 +0.3%
VA
45
Valmark Advisers
Ohio
$1.69M +$530K +26,202 +46%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.67M +$63.5K +3,139 +4%
SAM
47
Smartleaf Asset Management
Massachusetts
$1.46M – – –
E3F
48
Eight 31 Financial
Texas
$1.38M +$68.3K +3,377 +5%
LAM
49
L2 Asset Management
Massachusetts
$1.34M +$29.7K +1,470 +2%
AF
50
Allworth Financial
California
$1.24M +$1.23M +60,647 +5,963%
1
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IBTL Hedge Fund Activity: Q2 2026 in Review

133 of the 8,272 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q2 2026, worth a combined $472M — up 6.3% from $444M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBTL positions and 13 closed out — a net gain of 11 holders — while 69 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $26.5M. The largest seller was Wells Fargo, cutting an estimated $8.39M.

  • 133 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q2 2026, up from 128 in Q1 2026.
  • Funds reported $472M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q2 2026, up 6.3% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q2 2026 and 13 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q2 2026 was BlackRock, an estimated $26.5M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q2 2026 was Wells Fargo, an estimated $8.39M sold.

Based on aggregated 13F filings for Q2 2026.