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iShares iBonds Dec 2030 Term Treasury ETF

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: 124130 (+6)

2.04% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HA
101
Hamel Associates
New Jersey
$239K +$236K +12,044 New
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$237K -$94.3K -4,806 -29%
WC
103
Waterloo Capital
Texas
$236K
HH
104
Hilltop Holdings
Texas
$232K +$230K +11,706 New
R
105
Rebalance
California
$224K +$221K +11,274 New
TC
106
TFR Capital
Texas
$202K -$28.4K -1,449 -12%
Comerica Bank
107
Comerica Bank
Texas
$163K -$52K -2,649 -24%
PWA
108
Physician Wealth Advisors
Utah
$157K
NA
109
NewEdge Advisors
Louisiana
$146K -$709K -36,127 -83%
CTWM
110
Cherry Tree Wealth Management
Minnesota
$98.5K +$12.1K +614 +14%
LWA
111
Lowe Wealth Advisors
Maryland
$98K -$23.5K -1,196 -20%
BC
112
Barrett & Company
Rhode Island
$82.6K +$45.4K +2,313 +125%
BOJHT
113
Bank of Jackson Hole Trust
Wyoming
$74.3K
BWL
114
Bogart Wealth LLC
Virginia
$70.6K
ADL
115
Asset Dedication LLC
California
$67.1K +$7.97K +406 +14%
US Bancorp
116
US Bancorp
Minnesota
$66.7K +$25.1K +1,280 +62%
CAL
117
Capital Analysts LLC
Pennsylvania
$47K
TCM
118
TD Capital Management
Tennessee
$44K +$432 +22 +1%
HIW
119
Holos Integrated Wealth
Pennsylvania
$41K
SPIA
120
Steward Partners Investment Advisory
New York
$29.2K +$10.3K +526 +56%
CBT
121
Crews Bank & Trust
Florida
$23.8K
PS
122
Principal Securities
Iowa
$21.7K
FPB
123
First PREMIER Bank
South Dakota
$17K -$1.04K -53 -6%
MLA
124
MB, Levis & Associates
Pennsylvania
$16.8K +$157 +8 +1%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$14.6K +$14.4K +735 New

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.