iShares iBonds Dec 2030 Term Treasury ETF
IBTK
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.
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: 124 → 130 (+6)
2.04% more ownership
Funds ownership: 80.09% → 82.12% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
+$11.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$8.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$20.2M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.87M |
| 3 |
Goldman Sachs
New York
|
-$1.81M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 5 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
-$913K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
126
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $10.4K | +$98 | +5 | +1% |
|
|
BTI
127
Blue Trust Inc
Alpharetta,
Georgia
| $8.1K | – | – | – |
|
|
LCM
128
Logan Capital Management
Newtown Square,
Pennsylvania
| $6.53K | +$6.48K | +330 | New |
|
|
CFD
129
Creative Financial Designs
Kokomo,
Indiana
| $3.89K | – | – | – |
|
130
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.41K | – | – | – |
|
|
AWM
131
AE Wealth Management
Topeka,
Kansas
| $157 | +$157 | +8 | New |
|
|
132
Goldman Sachs
New York
| – | -$1.81M | -91,994 | Closed |
|
|
133
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.74M | -88,324 | Closed |
|
|
FTUS
134
Flow Traders U.S.
New York
| – | -$455K | -23,135 | Closed |
|
|
BWM
135
BCS Wealth Management
Johnson City,
Tennessee
| – | -$220K | -11,167 | Closed |
|
|
WT
136
Washington Trust
Westerly,
Rhode Island
| – | -$179K | -9,125 | Closed |
|
137
JP Morgan Chase
New York
| – | -$159K | -8,083 | Closed |
|
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.