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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
MCM
76
MV Capital Management
Maryland
$846K
JSA
77
Jim Saulnier & Associates
Colorado
$831K +$65.2K +3,328 +8%
RWP
78
Reliant Wealth Planning
Kentucky
$821K
DSC
79
Duncker Streett & Co
Missouri
$817K +$7.7K +393 +0.9%
MBT
80
Montecito Bank & Trust
California
$805K +$119K +6,070 +17%
FFG
81
Foundry Financial Group
New Hampshire
$784K +$55K +2,806 +8%
CFSG
82
Community Financial Services Group
Vermont
$715K +$720K +36,747 New
T
83
Tableaux
Massachusetts
$689K -$13.5K -688 -2%
CSP
84
Cary Street Partners
Virginia
$682K -$27.6K -1,408 -4%
Cerity Partners
85
Cerity Partners
New York
$674K -$15.2K -778 -2%
BW
86
BIP Wealth
Georgia
$656K -$54.5K -2,783 -8%
KTM
87
Keeler Thomas Management
Utah
$638K -$173K -8,851 -21%
APW
88
Atlantic Private Wealth
North Carolina
$602K -$43.7K -2,229 -7%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$578K
AQR Capital Management
90
AQR Capital Management
Connecticut
$572K +$118K +6,000 +26%
HBT
91
Heartland Bank & Trust
Illinois
$572K +$131K +6,677 +30%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$568K -$242K -12,378 -30%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$544K +$139K +7,100 +34%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$534K +$26.2K +1,335 +5%
CIA
95
Compass Ion Advisors
Pennsylvania
$528K
MWM
96
Modern Wealth Management
Kansas
$525K +$526K +26,874 New
Jane Street
97
Jane Street
New York
$504K +$201K +10,254 +66%
Creative Planning
98
Creative Planning
Kansas
$504K +$505K +25,772 New
EH
99
Equitable Holdings
New York
$501K +$7.8K +398 +2%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$499K +$287K +14,662 +135%

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.