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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
AC
76
Apella Capital
Connecticut
$859K +$249K +12,564 +41%
MCM
77
MV Capital Management
Maryland
$854K – – –
RWP
78
Reliant Wealth Planning
Kentucky
$828K +$94.8K +4,779 +13%
KTM
79
Keeler Thomas Management
Utah
$819K -$825K -41,592 -50%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$818K -$27K -1,363 -3%
DSC
81
Duncker Streett & Co
Missouri
$816K +$821K +41,396 New
GHA
82
Granite Harbor Advisors
Texas
$814K +$447K +22,549 +120%
JSA
83
Jim Saulnier & Associates
Colorado
$773K +$240K +12,109 +45%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$753K -$3.86M -194,578 -84%
FFG
85
Foundry Financial Group
New Hampshire
$736K +$79.3K +3,997 +12%
BW
86
BIP Wealth
Georgia
$717K -$451K -22,739 -38%
CSP
87
Cary Street Partners
Virginia
$716K +$9.88K +498 +1%
T
88
Tableaux
Massachusetts
$708K +$94K +4,738 +15%
Cerity Partners
89
Cerity Partners
New York
$696K +$191K +9,637 +38%
MBT
90
Montecito Bank & Trust
California
$692K +$734 +37 +0.1%
APW
91
Atlantic Private Wealth
North Carolina
$652K -$4.13K -208 -0.6%
RIS
92
Richmond Investment Services
Wisconsin
$628K -$3.47K -175 -0.5%
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$584K – – –
LWL
94
Leo Wealth LLC
Texas
$566K +$51.5K +2,596 +10%
CIA
95
Compass Ion Advisors
Pennsylvania
$532K – – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$513K -$96.5K -4,863 -16%
EH
97
Equitable Holdings
New York
$501K -$1.29K -65 -0.3%
HI
98
Harbour Investments
Wisconsin
$490K +$115K +5,793 +30%
DAS
99
Daybright Advisory Services
Florida
$466K +$2.8K +141 +0.6%
AQR Capital Management
100
AQR Capital Management
Connecticut
$459K – – –
2 3
4
5 6

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.