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iShares iBonds Dec 2032 Term Treasury ETF

115 hedge funds and large institutions have $347M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

180% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 20

20% more capital invested

Capital invested by funds: $290M → $347M (+$57.1M)

17% more funds holding

Funds holding: 98115 (+17)

6.36% more ownership

Funds ownership: 59.02%65.38% (+6.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
56
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
1
Krilogy Financial
Missouri
$56.1M -$5.25M -227,703 -9%
UBS Group
2
UBS Group
Switzerland
$22.8M +$936K +40,546 +4%
PPW
3
Parcion Private Wealth
Washington
$20.5M +$20.6M +893,909 New
Morgan Stanley
4
Morgan Stanley
New York
$19.5M +$520K +22,538 +3%
CIM
5
Confluence Investment Management
Missouri
$18.4M +$9.39M +406,914 +102%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$12.6M +$1.51M +65,447 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$12.1M +$814K +35,269 +7%
DADC
8
D.A. Davidson & Co
Montana
$9.67M +$279K +12,083 +3%
Truist Financial
9
Truist Financial
North Carolina
$8.57M +$346K +15,013 +4%
SCA
10
Snowden Capital Advisors
New York
$8.47M +$95.4K +4,132 +1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.09M +$8.14M +352,822 New
Wells Fargo
12
Wells Fargo
California
$8.05M +$553K +23,942 +7%
LPT
13
Legacy Private Trust
Wisconsin
$7.8M +$876K +37,949 +13%
PA
14
Probity Advisors
Texas
$7.31M +$3.86M +167,046 +110%
UCFA
15
United Capital Financial Advisors
Texas
$6.97M +$1.27M +55,238 +22%
Ameriprise
16
Ameriprise
Minnesota
$6.48M -$2.21M -95,599 -25%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.42M +$271K +11,741 +4%
APW
18
Atlantic Private Wealth
North Carolina
$5.38M +$316K +13,686 +6%
SWM
19
Stockman Wealth Management
Montana
$4.6M +$1.2M +52,212 +35%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.56M +$298K +12,899 +7%
Citadel Advisors
21
Citadel Advisors
Florida
$4.42M +$2.18M +94,266 +96%
ADL
22
Asset Dedication LLC
California
$4.33M +$1.86M +80,421 +74%
Bank of America
23
Bank of America
North Carolina
$4.31M -$29.1K -1,260 -0.7%
LPL Financial
24
LPL Financial
California
$4.19M +$319K +13,803 +8%
PAS
25
Park Avenue Securities
New York
$3.85M +$98.6K +4,273 +3%

IBTM Hedge Fund Activity: Q1 2026 in Review

115 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q1 2026, worth a combined $347M — up 20% from $290M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTM positions and 3 closed out — a net gain of 18 holders — while 56 added to existing stakes and 20 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $20.6M. The largest seller was Krilogy Financial, cutting an estimated $5.25M.

  • 115 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q1 2026, up from 98 in Q4 2025.
  • Funds reported $347M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q1 2026, up 20% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q1 2026 and 3 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q1 2026 was Parcion Private Wealth, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q1 2026 was Krilogy Financial, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2026.