Who Owns IBTG?
iShares iBonds Dec 2026 Term Treasury ETF — Institutional Ownership & 13F Holdings
$22.91
+0.00 (+0.00%)
Market Cap
$2.4B
Shares Outstanding
102,475,142
Institutional Holders
262
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+145
Institutional data as of Q1 2025
New Positions
74
Closed Positions
16
Increased
118
Decreased
42
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLPNew | $159.1M | 655,027 |
| 2 | MORGAN STANLEY | $90.3M | 3,936,318 |
| 3 | BANK OF AMERICA CORP /DE/ | $74.4M | 3,245,245 |
| 4 | Focus Partners Wealth | $70.0M | 3,049,401 |
| 5 | WELLS FARGO & COMPANY/MN | $63.3M | 2,759,339 |
| 6 | Capital Investment Advisors, LLC | $53.9M | 2,350,987 |
| 7 | NewEdge Advisors, LLC | $42.5M | 1,850,602 |
| 8 | UBS Group AG | $36.2M | 1,579,051 |
| 9 | Financial Advisory Corp | $32.3M | 1,408,404 |
| 10 | SUMMITRY LLC | $32.1M | 1,399,418 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLPNew | +655K | $159.1M |
| MORGAN STANLEY | +340K | $90.3M |
| BANK OF AMERICA CORP /DE/ | +541K | $74.4M |
| Focus Partners Wealth | +113K | $70.0M |
| WELLS FARGO & COMPANY/MN | +559K | $63.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Trust Co | -504K | $1.7M |
| Snowden Capital Advisors LLC | -293K | $612K |
| NewEdge Advisors, LLC | -168K | $42.5M |
| BAILARD, INC. | -129K | $15.1M |
| Independent Advisor Alliance | -117K | $242K |
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Frequently Asked Questions
How many institutional investors hold IBTG?
As of Q1 2025, 262 institutional investors report holding IBTG (iShares iBonds Dec 2026 Term Treasury ETF) in their 13F filings.
Which hedge fund owns the most IBTG?
The largest institutional holder of IBTG is JONES FINANCIAL COMPANIES LLLP with $159.1M in shares.
Are institutions buying or selling IBTG?
This quarter, 74 institutions opened new positions in IBTG and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.