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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
IA
76
IFP Advisors
Florida
$446K +$15.3K +746 +4%
VWA
77
Visionary Wealth Advisors
Illinois
$422K +$15.4K +749 +4%
GHA
78
Granite Harbor Advisors
Texas
$420K +$423K +20,590 New
SWP
79
Summit Wealth Partners
Florida
$416K – – –
CSP
80
Cary Street Partners
Virginia
$408K -$20.4K -995 -5%
JCM
81
Jacobi Capital Management
Pennsylvania
$401K +$7.94K +387 +2%
CA
82
CGN Advisors
Kansas
$385K +$64.9K +3,161 +20%
Osaic Holdings
83
Osaic Holdings
Arizona
$366K +$4.56K +222 +1%
KIM
84
Kestra Investment Management
Texas
$346K +$862 +42 +0.2%
RWP
85
Reliant Wealth Planning
Kentucky
$345K – – –
DWM
86
DecisionMap Wealth Management
Virginia
$341K – – –
HI
87
Harbour Investments
Wisconsin
$339K -$38.1K -1,858 -10%
SFB
88
STAR Financial Bank
Indiana
$338K -$94.8K -4,622 -22%
BW
89
BIP Wealth
Georgia
$329K +$83.6K +4,072 +34%
CIA
90
Capital Investment Advisors
Georgia
$301K +$53.4K +2,604 +21%
SAM
91
Smithbridge Asset Management
Pennsylvania
$300K -$302K -14,700 -50%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$298K -$98.3K -4,789 -25%
KTM
93
Keeler Thomas Management
Utah
$290K -$1.59M -77,309 -84%
GPA
94
Guidance Point Advisors
Massachusetts
$275K +$12.5K +608 +5%
JIP
95
Jaffetilchin Investment Partners
Florida
$274K +$1.68K +82 +0.6%
GDP
96
Great Diamond Partners
Maine
$258K +$260K +12,649 New
CCM
97
Coldstream Capital Management
Washington
$232K +$13K +635 +6%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$231K -$3.32K -162 -1%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$216K +$4.33K +211 +2%
EAP
100
Elevation Advisory Partners
Florida
$203K +$204K +9,930 New
2 3
4
5 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.