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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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.74%
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
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Titleist Asset Management
Texas
+$11.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M
4
DADC
D.A. Davidson & Co
Montana
+$8.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.12M

Top Sellers

1
AP
Atwood & Palmer
Missouri
-$20.4M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.9M
3
Goldman Sachs
Goldman Sachs
New York
-$1.81M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.74M
5
APW
Atlantic Private Wealth
North Carolina
-$923K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$495K +$286K +14,420 +137%
Cerity Partners
77
Cerity Partners
New York
$474K -$1.75K -88 -0.4%
AWM
78
AllSquare Wealth Management
New York
$442K +$3.02K +152 +0.7%
AC
79
Apella Capital
Connecticut
$409K +$451 +23 +0.1%
EH
80
Equitable Holdings
New York
$394K +$4.07K +205 +1%
JCM
81
Jacobi Capital Management
Pennsylvania
$381K +$22.6K +1,139 +6%
GHA
82
Granite Harbor Advisors
Texas
$371K – – –
RWP
83
Reliant Wealth Planning
Kentucky
$350K +$109K +5,469 +45%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$349K +$78.1K +3,933 +29%
DWM
85
DecisionMap Wealth Management
Virginia
$342K +$60.2K +3,034 +21%
ECM
86
Exchange Capital Management
Michigan
$322K +$7.12K +359 +2%
PCM
87
Passive Capital Management
Maryland
$314K – – –
PP
88
Prosperity Planning
Missouri
$308K -$293K – –
GPA
89
Guidance Point Advisors
Massachusetts
$305K +$16.7K +843 +6%
CCM
90
Coldstream Capital Management
Washington
$292K – – –
CIA
91
Capital Investment Advisors
Georgia
$292K +$58.5K +2,947 +25%
JIR
92
James Investment Research
Ohio
$285K – – –
LWM
93
Liberty Wealth Management
California
$278K +$278K +14,017 New
FW
94
FullCircle Wealth
Texas
$274K – – –
LIM
95
Leavell Investment Management
Alabama
$272K +$272K +13,725 New
CA
96
CGN Advisors
Kansas
$270K +$1.51K +76 +0.6%
JIP
97
Jaffetilchin Investment Partners
Florida
$265K +$2.58K +130 +1%
UCB
98
United Community Bank
South Carolina
$259K – – –
HI
99
Harbour Investments
Wisconsin
$257K +$218K +10,993 +565%
HA
100
Hamel Associates
New Jersey
$239K +$239K +12,044 New
2 3
4
5 6