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iShares iBonds Dec 2031 Term Treasury ETF

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: 128133 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$51.4M -$8.39M -414,766 -14%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$34.1M -$3.51M -173,607 -9%
BlackRock
3
BlackRock
New York
$26.4M +$26.5M +1,307,693 New
CIM
4
Confluence Investment Management
Missouri
$22.2M -$2.11M -104,310 -9%
TAM
5
Titleist Asset Management
Texas
$20M +$715K +35,339 +4%
Bank of America
6
Bank of America
North Carolina
$18.4M +$2.52M +124,770 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18M +$705K +34,826 +4%
KF
8
Krilogy Financial
Missouri
$15.2M +$963K +47,586 +7%
Morgan Stanley
9
Morgan Stanley
New York
$14.8M +$278K +13,759 +2%
NA
10
NewEdge Advisors
Louisiana
$13.7M +$773K +38,213 +6%
Ameriprise
11
Ameriprise
Minnesota
$13.2M +$71K +3,511 +0.5%
PA
12
Probity Advisors
Texas
$11.3M +$1.13M +55,648 +11%
SWM
13
Shelton Wealth Management
Texas
$10.8M +$829K +40,981 +8%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$9.79M +$5.1M +251,979 +108%
PAS
15
Park Avenue Securities
New York
$9.49M -$1.44M -71,168 -13%
LPT
16
Legacy Private Trust
Wisconsin
$9.2M +$557K +27,536 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$8.99M +$1.58M +78,269 +21%
SCA
18
Snowden Capital Advisors
New York
$8.21M +$127K +6,267 +2%
HC
19
Headland Capital
South Carolina
$8.19M +$617K +30,511 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.06M +$831K +41,045 +11%
UCFA
21
United Capital Financial Advisors
Texas
$7.99M +$666K +32,931 +9%
FF
22
Foronjy Financial
California
$6.82M +$427K +21,092 +7%
SCM
23
Spreng Capital Management
Ohio
$6.36M +$190K +9,409 +3%
FA
24
Fagan Associates
New York
$5.6M +$106K +5,255 +2%
SWM
25
Stockman Wealth Management
Montana
$5.35M +$255K +12,580 +5%

IBTL Hedge Fund Activity: Q2 2026 in Review

133 of the 8,271 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.