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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.7M |
| 3 |
DP
Denver PWM
Denver,
Colorado
|
+$13.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$9.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.86M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.41M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.12M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$918K |
| 5 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$825K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
176
Flow Traders U.S.
New York
| – | -$918K | -46,254 | Closed |
|
177
Goldman Sachs
New York
| – | -$818K | -41,232 | Closed |
|
|
WP
178
Walleye Partners
Madison,
Wisconsin
| – | -$571K | -28,789 | Closed |
|
|
SFB
179
STAR Financial Bank
Fort Wayne,
Indiana
| – | -$339K | -17,090 | Closed |
|
|
PMG
180
Private Management Group
Irvine,
California
| – | -$199K | -10,032 | Closed |
|
|
KBFS
181
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| – | -$49.2K | -2,480 | Closed |
|
|
FWP
182
FAS Wealth Partners
Leawood,
Kansas
| – | -$2.12K | -107 | Closed |
|
|
AWM
183
AE Wealth Management
Topeka,
Kansas
| – | -$161 | -8 | Closed |
|
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.