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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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$53.3K +$15.1K +760 +39%
FCG
152
Financial Connections Group
California
$53K +$53.9K +2,715 New
TCM
153
TD Capital Management
Tennessee
$45K +$258 +13 +0.6%
CT
154
Clearstead Trust
Maine
$42.1K – – –
HIW
155
Holos Integrated Wealth
Pennsylvania
$40.9K – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$37.7K +$37.9K +1,911 New
SPIA
157
Steward Partners Investment Advisory
New York
$29.8K +$179 +9 +0.6%
HNW
158
High Note Wealth
Minnesota
$29.7K +$29.9K +1,508 New
RF
159
Robbins Farley
New Hampshire
$19.9K – – –
HBW
160
Hazlett, Burt & Watson
West Virginia
$18K +$119 +6 +0.7%
PK
161
Pflug Koory
Nebraska
$18K – – –
MLA
162
MB, Levis & Associates
Pennsylvania
$17.2K +$99 +5 +0.6%
FPB
163
First PREMIER Bank
South Dakota
$17K – – –
CFG
164
Clayton Financial Group
Missouri
$15.5K +$694 +35 +5%
PB
165
Pinnacle Bancorp
Nebraska
$14.9K +$15K +756 New
IWS
166
Intentional Wealth Strategies
Colorado
$14.2K +$14.3K +719 New
RFP
167
Root Financial Partners
California
$12K +$12.1K +609 New
ASN
168
Advisory Services Network
Georgia
$11K +$11.1K +558 New
GWM
169
Gilpin Wealth Management
Colorado
$8.48K – – –
Vanguard Advisers Inc
170
Vanguard Advisers Inc
Pennsylvania
$7.97K +$8.01K +404 New
CFD
171
Creative Financial Designs
Indiana
$3.87K – – –
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$1.4K – – –
LFG
173
Larson Financial Group
Missouri
$710 +$714 +36 New
SAM
174
Smartleaf Asset Management
Massachusetts
$20 -$60 -3 -75%
TRCT
175
Tower Research Capital (TRC)
New York
– -$2.41M -121,656 Closed
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.