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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 %
MML Investors Services
76
MML Investors Services
Massachusetts
$495K 24,934 +14,420 +137%
Cerity Partners
77
Cerity Partners
New York
$474K 23,884 -88 -0.4%
AWM
78
AllSquare Wealth Management
New York
$442K 22,266 +152 +0.7%
AC
79
Apella Capital
Connecticut
$409K 20,845 +23 +0.1%
EH
80
Equitable Holdings
New York
$394K 19,878 +205 +1%
JCM
81
Jacobi Capital Management
Pennsylvania
$381K 19,219 +1,139 +6%
GHA
82
Granite Harbor Advisors
Texas
$371K 18,721 – –
RWP
83
Reliant Wealth Planning
Kentucky
$350K 17,629 +5,469 +45%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$349K 17,570 +3,933 +29%
DWM
85
DecisionMap Wealth Management
Virginia
$342K 17,228 +3,034 +21%
ECM
86
Exchange Capital Management
Michigan
$322K 16,239 +359 +2%
PCM
87
Passive Capital Management
Maryland
$314K 15,941 – –
PP
88
Prosperity Planning
Missouri
– – – –
GPA
89
Guidance Point Advisors
Massachusetts
$305K 15,391 +843 +6%
CCM
90
Coldstream Capital Management
Washington
$292K 14,739 – –
CIA
91
Capital Investment Advisors
Georgia
$292K 14,720 +2,947 +25%
JIR
92
James Investment Research
Ohio
$285K 14,350 – –
LWM
93
Liberty Wealth Management
California
$278K 14,017 +14,017 New
FW
94
FullCircle Wealth
Texas
$274K 13,813 – –
LIM
95
Leavell Investment Management
Alabama
$272K 13,725 +13,725 New
CA
96
CGN Advisors
Kansas
$270K 13,602 +76 +0.6%
JIP
97
Jaffetilchin Investment Partners
Florida
$265K 13,369 +130 +1%
UCB
98
United Community Bank
South Carolina
$259K 13,060 – –
HI
99
Harbour Investments
Wisconsin
$257K 12,940 +10,993 +565%
HA
100
Hamel Associates
New Jersey
$239K 12,044 +12,044 New
2 3
4
5 6