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iShares iBonds Dec 2030 Term Treasury ETF
IBTK

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: 172 → 172 (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: 7 → 5 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.5M
2
HPC
HM Payson & Co
Maine
+$9.81M
3
AAP
Arax Advisory Partners
Colorado
+$9.01M
4
MML Investors Services
MML Investors Services
Massachusetts
+$6.87M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.11M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.4M
2
Raymond James Financial
Raymond James Financial
Florida
-$7.55M
3
Morgan Stanley
Morgan Stanley
New York
-$2.26M
4
FA
FF Advisors
California
-$1.05M
5
Citadel Advisors
Citadel Advisors
Florida
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$490K +$4.62K +236 +0.9%
Lido Advisors
102
Lido Advisors
California
$484K +$49K +2,500 +11%
GHA
103
Granite Harbor Advisors
Texas
$484K -$323K -16,505 -40%
DAS
104
Daybright Advisory Services
Florida
$464K +$5.86K +299 +1%
CIA
105
Capital Investment Advisors
Georgia
$454K +$235 +12 +0.1%
DWM
106
DecisionMap Wealth Management
Virginia
$439K +$97.7K +4,986 +28%
GDP
107
Great Diamond Partners
Maine
$430K +$138K +7,070 +47%
CA
108
CGN Advisors
Kansas
$418K +$1.41K +72 +0.3%
XPN
109
XY Planning Network
Montana
$418K +$419K +21,407 New
JCM
110
Jacobi Capital Management
Pennsylvania
$416K +$2.57K +131 +0.6%
GPA
111
Guidance Point Advisors
Massachusetts
$401K +$36.6K +1,867 +10%
KIM
112
Kestra Investment Management
Texas
$364K +$18.1K +924 +5%
TWM
113
Trinity Wealth Management
Pennsylvania
$346K +$3.55K +181 +1%
NG
114
Northstar Group
New York
$337K +$338K +17,267 New
SPP
115
Single Point Partners
Massachusetts
$331K +$332K +16,943 New
VWA
116
Visionary Wealth Advisors
Illinois
$324K +$88.6K +4,521 +38%
PCM
117
Passive Capital Management
Maryland
$316K – – –
FAC
118
Financial Advisory Corporation
Michigan
$305K +$81.1K +4,141 +36%
KOMWMG
119
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$304K +$305K +15,558 New
PP
120
Prosperity Planning
Missouri
$303K – – –
OCG
121
Opus Capital Group
Ohio
$300K +$300K +15,330 New
SAM
122
Smithbridge Asset Management
Pennsylvania
$293K – – –
VAS
123
Vestmark Advisory Solutions
Massachusetts
$291K +$292K +14,894 New
EW
124
Element Wealth
Mississippi
$284K +$3.56K +182 +1%
LWM
125
Liberty Wealth Management
California
$283K – – –
3 4
5
6 7

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.