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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
HighTower Advisors
51
HighTower Advisors
Illinois
$3.12M +$67.6K +3,453 +2%
SA
52
Sanctuary Advisors
Indiana
$3.08M +$598K +30,525 +24%
AI
53
Atria Investments
North Carolina
$2.45M +$76.8K +3,922 +3%
PAS
54
Park Avenue Securities
New York
$2.4M +$60.9K +3,111 +3%
HFS
55
Hughes Financial Services
Virginia
$2.15M -$353 -18 -0%
Stifel Financial
56
Stifel Financial
Missouri
$2.13M +$255K +13,022 +14%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.06M +$997K +50,903 +94%
S
58
SignatureFD
Georgia
$2.02M +$401K +20,468 +25%
Financial Engines Advisors
59
Financial Engines Advisors
California
$1.89M -$82.5K -4,214 -4%
MBTD
60
Mechanics Bank - Trust Department
California
$1.77M -$49K -2,500 -3%
VA
61
Valmark Advisers
Ohio
$1.74M +$566K +28,891 +48%
AP
62
Atwood & Palmer
Missouri
$1.71M -$56.5K -2,885 -3%
Citadel Advisors
63
Citadel Advisors
Florida
$1.68M -$956K -48,795 -36%
KAS
64
Kestra Advisory Services
Texas
$1.68M +$7.83K +400 +0.5%
IA
65
IFP Advisors
Florida
$1.56M +$78.1K +3,987 +5%
BAM
66
Belpointe Asset Management
Nevada
$1.54M -$24K -1,224 -2%
LIM
67
Leavell Investment Management
Alabama
$1.36M +$361K +18,447 +36%
AF
68
Allworth Financial
California
$1.34M +$120K +6,131 +10%
ABC
69
Associated Banc-Corp
Wisconsin
$1.22M +$62.2K +3,173 +5%
FNBOO
70
First National Bank of Omaha
Nebraska
$1.19M -$72K -3,678 -6%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.17M +$425K +21,720 +57%
AC
72
Apella Capital
Connecticut
$1.16M +$319K +16,301 +38%
OPA
73
Old Port Advisors
Maine
$1.13M -$80.9K -4,128 -7%
SCM
74
SCS Capital Management
Massachusetts
$1.12M
YWM
75
Yoder Wealth Management
California
$957K +$4.9K +250 +0.5%

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.