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iShares iBonds Dec 2030 Term Treasury ETF

172 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 28

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more capital invested

Capital invested by funds: $700M → $729M (+$29.1M)

0% more funds holding

Funds holding: 172172 (0)

2.25% less ownership

Funds ownership: 83.82%81.57% (-2.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
172
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
21
Increased
97
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
Heartwood Wealth Advisors
Virginia
$9.65M +$157K +8,024 +2%
TC
27
Trust Company
Kansas
$9.59M +$92.9K +4,745 +1%
Morgan Stanley
28
Morgan Stanley
New York
$9.44M -$2.26M -115,172 -19%
AAP
29
Arax Advisory Partners
Colorado
$8.99M +$9.01M +459,994 New
SCA
30
Snowden Capital Advisors
New York
$8.87M +$96.9K +4,949 +1%
Raymond James Financial
31
Raymond James Financial
Florida
$8.33M -$7.55M -385,444 -47%
LPL Financial
32
LPL Financial
California
$7.74M +$79.1K +4,040 +1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$6.97M +$750K +38,305 +12%
CIM
34
Confluence Investment Management
Missouri
$6.31M -$602K -30,736 -9%
R
35
Rebalance
California
$5.81M +$668K +34,078 +13%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$5.57M +$577K +29,434 +12%
SWM
37
Stockman Wealth Management
Montana
$5.41M +$212K +10,801 +4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.33M +$424K +21,630 +9%
CTC
39
Central Trust Company
Missouri
$5.19M +$191K +9,740 +4%
ADL
40
Asset Dedication LLC
California
$4.94M +$459K +23,421 +10%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.59M +$322K +16,450 +8%
TFS
42
Thoroughbred Financial Services
Tennessee
$4.49M +$496K +25,302 +12%
AWP
43
Accretive Wealth Partners
New Jersey
$4.14M +$798K +40,741 +24%
CCG
44
Chatham Capital Group
Georgia
$3.88M +$243K +12,380 +7%
HCM
45
Howland Capital Management
Massachusetts
$3.87M +$435K +22,190 +13%
PA
46
Parallel Advisors
California
$3.84M +$289K +14,760 +8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$3.84M +$158K +8,041 +4%
IWC
48
Integrated Wealth Concepts
Massachusetts
$3.72M +$1.76M +89,812 +89%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.31M +$621K +31,721 +23%
BFO
50
Boston Family Office
Massachusetts
$3.21M +$430K +21,949 +15%

IBTK Hedge Fund Activity: Q2 2026 in Review

172 of the 8,271 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q2 2026, worth a combined $729M — up 4.2% from $700M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTK positions and 14 closed out — a net gain of 7 holders — while 97 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Wells Fargo, cutting an estimated $11.4M.

  • 172 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $729M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q2 2026 and 14 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q2 2026 was BlackRock, an estimated $11.5M added.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q2 2026 was Wells Fargo, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2026.