IBTK icon

iShares iBonds Dec 2030 Term Treasury ETF
IBTK

Overview Fund Activity

130 hedge funds and large institutions have $364M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
74
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Titleist Asset Management
Texas
$20.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M
4
DADC
4
D.A. Davidson & Co
Montana
$14.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$1.97M
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.98M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
APW
4
Atlantic Private Wealth
North Carolina
$786K
5
LPL Financial
5
LPL Financial
California
$4.04M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$1.47M 74,067 +11,200 +18%
EW
52
Evexia Wealth
Wisconsin
$1.4M 71,419 +26,420 +59%
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.25M 62,996 +150 +0.2%
Stifel Financial
54
Stifel Financial
Missouri
$1.21M 60,955 +22,105 +57%
Financial Engines Advisors
55
Financial Engines Advisors
California
$1.16M 58,608 +258 +0.4%
AF
56
Allworth Financial
California
$1.14M 57,294 +56,241 +5,341%
KIM
57
Kestra Investment Management
Texas
$1.04M 52,936 +17,745 +50%
VA
58
Valmark Advisers
Ohio
$1.01M 51,049 +6,964 +16%
ABC
59
Associated Banc-Corp
Wisconsin
$1M 50,546 +6,963 +16%
PA
60
PFG Advisors
Arizona
$943K 47,524 +47,524 New
USCWA
61
U.S. Capital Wealth Advisors
Texas
$902K 45,454 +2,381 +6%
MCM
62
MV Capital Management
Maryland
$859K 43,300 +5,124 +13%
NS
63
NBC Securities
Alabama
$825K 41,632 -1,650 -4%
OPA
64
Old Port Advisors
Maine
$813K 40,959 +40,959 New
YWM
65
Yoder Wealth Management
California
$800K 40,302 +1,250 +3%
S
66
SignatureFD
Georgia
$786K 39,619 +20,387 +106%
APW
67
Atlantic Private Wealth
North Carolina
$786K 39,594 -46,500 -54%
RIS
68
Richmond Investment Services
Wisconsin
$777K 39,152 +19,354 +98%
SB
69
Strategic Blueprint
Georgia
$763K 38,443 +38,443 New
CSP
70
Cary Street Partners
Virginia
$725K 36,551 – –
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$641K 32,307 +2,976 +10%
Citadel Advisors
72
Citadel Advisors
Florida
$610K 30,726 -33,737 -52%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$605K 30,499 +5,107 +20%
CIA
74
Compass Ion Advisors
Pennsylvania
$536K 26,997 – –
LWL
75
Leo Wealth LLC
Texas
$498K 25,096 +433 +2%
1 2
3
4 5