We are live on ! Find out more
IBTL icon

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
LAM
51
L2 Asset Management
Massachusetts
$1.32M +$109K +5,313 +9%
FNBOO
52
First National Bank of Omaha
Nebraska
$1.29M -$432K -21,033 -25%
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.19M +$668K +32,532 +126%
SCM
54
Shelton Capital Management
Colorado
$1.18M +$1.19M +57,921 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$10.4K +508 +0.9%
VA
56
Valmark Advisers
Ohio
$1.17M +$41.8K +2,039 +4%
Financial Engines Advisors
57
Financial Engines Advisors
California
$1.17M +$18.3K +890 +2%
ABC
58
Associated Banc-Corp
Wisconsin
$839K +$44.8K +2,185 +6%
S
59
SignatureFD
Georgia
$772K +$65K +3,169 +9%
LIM
60
Leavell Investment Management
Alabama
$741K +$304K +14,815 +69%
BEI
61
Benjamin Edwards Inc
Missouri
$714K +$9.54K +465 +1%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$698K +$126K +6,132 +22%
NS
63
NBC Securities
Alabama
$689K -$91.1K -4,439 -12%
Cerity Partners
64
Cerity Partners
New York
$678K +$174K +8,457 +34%
Jane Street
65
Jane Street
New York
$645K +$648K +31,599 New
JSA
66
Jim Saulnier & Associates
Colorado
$641K +$202K +9,831 +45%
KAS
67
Kestra Advisory Services
Texas
$641K -$41.5K -2,024 -6%
MBT
68
Montecito Bank & Trust
California
$604K +$74.5K +3,631 +14%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$570K +$574K +27,963 New
CIA
70
Compass Ion Advisors
Pennsylvania
$534K – – –
APW
71
Atlantic Private Wealth
North Carolina
$524K -$8.25K -402 -2%
LWL
72
Leo Wealth LLC
Texas
$509K +$2.85K +139 +0.6%
NPT
73
National Philanthropic Trust
Pennsylvania
$502K – – –
AQR Capital Management
74
AQR Capital Management
Connecticut
$482K – – –
OPA
75
Old Port Advisors
Maine
$476K +$479K +23,321 New
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.