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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
VWA
126
Visionary Wealth Advisors
Illinois
$238K +$2.64K +133 +1%
WIA
127
World Investment Advisors
California
$226K +$227K +11,453 New
FAC
128
Financial Advisory Corporation
Michigan
$226K +$227K +11,449 New
HA
129
Hyposwiss Advisors
$221K – – –
HA
130
Hanover Advisors
South Carolina
$220K -$5.43K -274 -2%
MPPLM
131
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$215K +$12.7K +642 +6%
SWP
132
Stratos Wealth Partners
Ohio
$205K +$206K +10,383 New
LIA
133
LBMC Investment Advisors
Tennessee
$199K +$200K +10,090 New
KPWS
134
Kestra Private Wealth Services
Texas
$198K +$199K +10,030 New
SPWM
135
Straight Path Wealth Management
Michigan
$198K +$199K +10,025 New
BC
136
Barrett & Company
Rhode Island
$180K +$139 +7 +0.1%
CBT
137
Crews Bank & Trust
Florida
$177K – – –
UCB
138
United Community Bank
South Carolina
$168K +$169K +8,510 New
AUB
139
Atlantic Union Bankshares
Virginia
$164K – – –
PWA
140
Physician Wealth Advisors
Utah
$156K – – –
HBT
141
Hills Bank & Trust
Iowa
$119K +$119K +6,012 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$112K +$113K +5,690 New
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$98.3K +$18.6K +936 +23%
CTWM
144
Cherry Tree Wealth Management
Minnesota
$97.9K – – –
MCM
145
MAI Capital Management
Ohio
$97.4K – – –
CB
146
CNB Bank
Pennsylvania
$78.7K -$337 -17 -0.4%
BWL
147
Bogart Wealth LLC
Virginia
$70.2K – – –
JWM
148
JPL Wealth Management
Colorado
$66.7K +$67.1K +3,384 New
US Bancorp
149
US Bancorp
Minnesota
$66.3K – – –
BOJHT
150
Bank of Jackson Hole Trust
Wyoming
$61.8K – – –
4 5
6
7 8

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.