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iShares iBonds Dec 2030 Term Treasury ETF
IBTK

172 hedge funds and large institutions have $700M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more capital invested

Capital invested by funds: $559M → $700M (+$141M)

8% more funds holding

Funds holding: 159 → 172 (+13)

2.83% more ownership

Funds ownership: 80.99% → 83.82% (+2.8%)

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
24
Increased
94
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$16.7M
3
DP
Denver PWM
Colorado
+$13.8M
4
Wells Fargo
Wells Fargo
California
+$11.4M
5
HWA
Heartwood Wealth Advisors
Virginia
+$9.63M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$3.86M
2
TRCT
Tower Research Capital (TRC)
New York
-$2.41M
3
BAM
Belpointe Asset Management
Nevada
-$1.12M
4
FTUS
Flow Traders U.S.
New York
-$918K
5
KTM
Keeler Thomas Management
Utah
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.66M +$1.54M +77,704 +136%
SA
52
Sanctuary Advisors
Indiana
$2.51M +$98.7K +4,975 +4%
AI
53
Atria Investments
North Carolina
$2.4M +$54.7K +2,757 +2%
PAS
54
Park Avenue Securities
New York
$2.36M -$67.7K -3,415 -3%
HFS
55
Hughes Financial Services
Virginia
$2.17M +$34.2K +1,724 +2%
Financial Engines Advisors
56
Financial Engines Advisors
California
$1.99M +$83.7K +4,220 +4%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.98M +$791K +39,875 +66%
Stifel Financial
58
Stifel Financial
Missouri
$1.89M +$508K +25,636 +36%
MBTD
59
Mechanics Bank - Trust Department
California
$1.83M -$27.3K -1,375 -1%
AP
60
Atwood & Palmer
Missouri
$1.78M -$13.9K -700 -0.8%
KAS
61
Kestra Advisory Services
Texas
$1.69M +$375K +18,890 +28%
S
62
SignatureFD
Georgia
$1.63M +$72K +3,629 +5%
BAM
63
Belpointe Asset Management
Nevada
$1.58M -$1.12M -56,569 -41%
IA
64
IFP Advisors
Florida
$1.49M -$72.4K -3,652 -5%
FNBOO
65
First National Bank of Omaha
Nebraska
$1.27M -$469K -23,643 -27%
AF
66
Allworth Financial
California
$1.23M – – –
OPA
67
Old Port Advisors
Maine
$1.22M -$129K -6,491 -10%
VA
68
Valmark Advisers
Ohio
$1.18M +$40.5K +2,043 +4%
ABC
69
Associated Banc-Corp
Wisconsin
$1.17M -$10.3K -519 -0.9%
SCM
70
SCS Capital Management
Massachusetts
$1.13M +$400K +20,156 +54%
Osaic Holdings
71
Osaic Holdings
Arizona
$1.07M +$189K +9,508 +21%
FA
72
FF Advisors
California
$1.05M -$782K -39,426 -43%
LIM
73
Leavell Investment Management
Alabama
$1.01M +$490K +24,683 +92%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$978K +$7.48K +377 +0.8%
YWM
75
Yoder Wealth Management
California
$961K +$165K +8,300 +21%
1 2
3
4 5

IBTK Hedge Fund Activity: Q1 2026 in Review

172 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q1 2026, worth a combined $700M — up 25% from $559M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBTK positions and 9 closed out — a net gain of 15 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $24.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $3.86M.

  • 172 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q1 2026, up from 159 in Q4 2025.
  • Funds reported $700M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q1 2026, up 25% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q1 2026 and 9 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $24.8M added.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $3.86M sold.

Based on aggregated 13F filings for Q1 2026.