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iShares iBonds Dec 2030 Term Treasury ETF
IBTK

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

208% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 24

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $315M → $364M (+$49.2M)

5% more funds holding

Funds holding: 124 → 130 (+6)

2.04% more ownership

Funds ownership: 80.09% → 82.12% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.71%
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

Rank Fund Capital Flow
1
TAM
Titleist Asset Management
Texas
+$11.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.3M
4
DADC
D.A. Davidson & Co
Montana
+$8.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
AP
Atwood & Palmer
Missouri
-$20.2M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.87M
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
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$495K +$283K +14,420 +137%
Cerity Partners
77
Cerity Partners
New York
$474K -$1.73K -88 -0.4%
AWM
78
AllSquare Wealth Management
New York
$442K +$2.98K +152 +0.7%
Osaic Holdings
79
Osaic Holdings
Arizona
$419K -$427K -21,782 -51%
AC
80
Apella Capital
Connecticut
$409K +$451 +23 +0.1%
EH
81
Equitable Holdings
New York
$394K +$4.02K +205 +1%
JCM
82
Jacobi Capital Management
Pennsylvania
$381K +$22.4K +1,139 +6%
GHA
83
Granite Harbor Advisors
Texas
$371K – – –
RWP
84
Reliant Wealth Planning
Kentucky
$350K +$107K +5,469 +45%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$349K +$77.2K +3,933 +29%
DWM
86
DecisionMap Wealth Management
Virginia
$342K +$59.5K +3,034 +21%
ECM
87
Exchange Capital Management
Michigan
$322K +$7.05K +359 +2%
PCM
88
Passive Capital Management
Maryland
$314K – – –
PP
89
Prosperity Planning
Missouri
$308K – – –
GPA
90
Guidance Point Advisors
Massachusetts
$305K +$16.5K +843 +6%
CCM
91
Coldstream Capital Management
Washington
$292K – – –
CIA
92
Capital Investment Advisors
Georgia
$292K +$57.8K +2,947 +25%
JIR
93
James Investment Research
Ohio
$285K – – –
LWM
94
Liberty Wealth Management
California
$278K +$275K +14,017 New
FW
95
FullCircle Wealth
Texas
$274K – – –
LIM
96
Leavell Investment Management
Alabama
$272K +$269K +13,725 New
CA
97
CGN Advisors
Kansas
$270K +$1.49K +76 +0.6%
JIP
98
Jaffetilchin Investment Partners
Florida
$265K +$2.55K +130 +1%
UCB
99
United Community Bank
South Carolina
$259K – – –
HI
100
Harbour Investments
Wisconsin
$257K +$216K +10,993 +565%
2 3
4
5 6

IBTK Hedge Fund Activity: Q2 2025 in Review

130 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q2 2025, worth a combined $364M — up 16% from $315M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBTK positions and 6 closed out — a net gain of 7 holders — while 74 added to existing stakes and 24 trimmed.

The largest buyer was Titleist Asset Management, adding an estimated $11.8M. The largest seller was Atwood & Palmer, cutting an estimated $20.2M.

  • 130 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $364M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q2 2025 and 6 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q2 2025 was Titleist Asset Management, an estimated $11.8M added.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q2 2025 was Atwood & Palmer, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2025.