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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
CIA
101
Capital Investment Advisors
Georgia
$458K +$43.5K +2,192 +10%
HBT
102
Heartland Bank & Trust
Illinois
$446K +$97.1K +4,897 +28%
Lido Advisors
103
Lido Advisors
California
$440K +$49.2K +2,482 +13%
CA
104
CGN Advisors
Kansas
$421K +$69.2K +3,489 +20%
JCM
105
Jacobi Capital Management
Pennsylvania
$417K +$7.91K +399 +2%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$409K +$92.8K +4,680 +29%
GPA
107
Guidance Point Advisors
Massachusetts
$368K +$12.3K +622 +3%
KIM
108
Kestra Investment Management
Texas
$349K +$2K +101 +0.6%
TWM
109
Trinity Wealth Management
Pennsylvania
$346K +$2.56K +129 +0.7%
DWM
110
DecisionMap Wealth Management
Virginia
$345K – – –
PCM
111
Passive Capital Management
Maryland
$314K – – –
Jane Street
112
Jane Street
New York
$306K -$271K -13,663 -47%
PP
113
Prosperity Planning
Missouri
$306K – – –
SAM
114
Smithbridge Asset Management
Pennsylvania
$296K -$298K -15,000 -50%
GDP
115
Great Diamond Partners
Maine
$295K +$297K +14,961 New
CCM
116
Coldstream Capital Management
Washington
$291K – – –
PS
117
Principal Securities
Iowa
$284K +$2.04K +103 +0.7%
EW
118
Element Wealth
Mississippi
$283K +$54.2K +2,733 +23%
JIR
119
James Investment Research
Ohio
$283K – – –
LWM
120
Liberty Wealth Management
California
$283K +$1.43K +72 +0.5%
LFAS
121
Level Four Advisory Services
Texas
$273K +$60 +3 +0%
JIP
122
Jaffetilchin Investment Partners
Florida
$271K +$1.63K +82 +0.6%
KWM
123
KFG Wealth Management
Indiana
$269K +$44.5K +2,246 +20%
PJSIMP
124
P.J. Schmidt Investment Management (PJS)
Wisconsin
$266K +$267K +13,471 New
ML
125
MLP3 LLC
New Jersey
$258K +$50.2K +2,533 +24%
3 4
5
6 7

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.