We are live on ! Find out more
IBTK icon

iShares iBonds Dec 2030 Term Treasury ETF

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: 172172 (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: 75 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$282K +$235 +12 +0.1%
JIR
127
James Investment Research
Ohio
$280K
BC
128
Barrett & Company
Rhode Island
$277K +$99.2K +5,064 +56%
PWA
129
Physician Wealth Advisors
Utah
$271K +$117K +5,955 +75%
LFAS
130
Level Four Advisory Services
Texas
$270K +$78 +4 +0%
SCM
131
Spreng Capital Management
Ohio
$269K +$269K +13,758 New
KWM
132
KFG Wealth Management
Indiana
$268K +$1.67K +85 +0.6%
CCM
133
Coldstream Capital Management
Washington
$265K -$22.7K -1,161 -8%
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K
HA
135
Hanover Advisors
South Carolina
$228K +$10.6K +541 +5%
SPWM
136
Straight Path Wealth Management
Michigan
$228K +$32K +1,634 +16%
HA
137
Hyposwiss Advisors
$219K
WIA
138
World Investment Advisors
California
$215K -$11.1K -567 -5%
LIA
139
LBMC Investment Advisors
Tennessee
$197K
CW
140
CreativeOne Wealth
Kansas
$196K +$197K +10,037 New
AUB
141
Atlantic Union Bankshares
Virginia
$180K +$17K +868 +10%
CBT
142
Crews Bank & Trust
Florida
$175K
MG
143
Mather Group
Illinois
$163K +$164K +8,348 New
UCB
144
United Community Bank
South Carolina
$156K -$9.89K -505 -6%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$140K +$29.4K +1,500 +26%
HBT
146
Hills Bank & Trust
Iowa
$120K +$2.08K +106 +2%
KFI
147
Key Financial Inc
Pennsylvania
$108K +$109K +5,540 New
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$104K +$6.7K +342 +7%
PFM
149
Phillips Financial Management
Indiana
$98.9K +$99.2K +5,063 New
APFP
150
Action Point Financial Planning
Michigan
$83.9K +$84.1K +4,292 New

IBTK Hedge Fund Activity: Q2 2026 in Review

172 of the 8,274 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.