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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
HPC
101
HM Payson & Co
Maine
$251K +$251K +12,416 New
Lido Advisors
102
Lido Advisors
California
$240K +$39.2K +1,938 +19%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$229K – – –
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$225K +$10.8K +534 +5%
Mariner
105
Mariner
Kansas
$224K +$224K +11,070 New
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$217K +$218K +10,764 New
CCM
107
Coldstream Capital Management
Washington
$207K -$22.7K -1,121 -10%
TC
108
Trust Company
Kansas
$169K – – –
AUB
109
Atlantic Union Bankshares
Virginia
$153K – – –
B
110
Bellecapital
Switzerland
$141K +$141K +6,992 New
BC
111
Barrett & Company
Rhode Island
$112K +$112K +5,545 New
KFI
112
Key Financial Inc
Pennsylvania
$108K +$109K +5,365 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$106K +$40 +2 +0%
PFM
114
Phillips Financial Management
Indiana
$98.8K +$99K +4,895 New
JWM
115
JPL Wealth Management
Colorado
$85.4K – – –
APFP
116
Action Point Financial Planning
Michigan
$83.8K +$84K +4,149 New
CB
117
CNB Bank
Pennsylvania
$81.9K +$3.92K +194 +5%
BWL
118
Bogart Wealth LLC
Virginia
$72.5K – – –
TCM
119
TD Capital Management
Tennessee
$50K +$506 +25 +1%
CA
120
Clearstead Advisors
Ohio
$49.5K +$49.6K +2,450 New
US Bancorp
121
US Bancorp
Minnesota
$34.7K +$10.1K +500 +41%
PTC
122
Private Trust Company
Ohio
$25.8K – – –
LAMC
123
Longview Asset Management (California)
California
$25.1K +$25.2K +1,243 New
HA
124
Hyposwiss Advisors
$23.4K +$23.5K +1,160 New
CBT
125
Crews Bank & Trust
Florida
$23.2K – – –
2 3 4
5
6

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.