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iShares iBonds Dec 2030 Term Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 124130 (+6)

2.04% more ownership

Funds ownership: 80.09%82.12% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
74
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$53.4M +$1.29M +65,719 +3%
Bank of America
2
Bank of America
North Carolina
$27.4M +$3.67M +187,004 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M +$10.3M +525,182 +84%
TAM
4
Titleist Asset Management
Texas
$20.4M +$11.8M +599,331 +139%
DADC
5
D.A. Davidson & Co
Montana
$14.8M +$8.7M +443,397 +147%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$12.7M +$11.3M +574,655 +886%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.6M +$5.06M +257,961 +79%
WIM
8
Waycross Investment Management
Washington
$10.8M +$19.2K +976 +0.2%
LPT
9
Legacy Private Trust
Wisconsin
$10.2M +$48.9K +2,490 +0.5%
PA
10
Probity Advisors
Texas
$8.64M +$374K +19,042 +5%
SCA
11
Snowden Capital Advisors
New York
$8.48M -$21K -1,069 -0.2%
TC
12
Trust Company
Kansas
$8.12M -$16.7K -853 -0.2%
Raymond James Financial
13
Raymond James Financial
Florida
$7.98M -$1.87M -95,530 -19%
CIM
14
Confluence Investment Management
Missouri
$7.81M -$38.4K -1,957 -0.5%
SWM
15
Shelton Wealth Management
Texas
$7.65M +$352K +17,957 +5%
KF
16
Krilogy Financial
Missouri
$7.39M -$6.03K -307 -0.1%
UBS Group
17
UBS Group
Switzerland
$5.57M +$10.4K +532 +0.2%
CTC
18
Central Trust Company
Missouri
$5.06M +$411K +20,923 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.03M +$215K +10,940 +5%
BlackRock
20
BlackRock
New York
$4.25M +$4.2M +214,153 New
SWM
21
Stockman Wealth Management
Montana
$4.14M +$263K +13,399 +7%
LPL Financial
22
LPL Financial
California
$4.04M -$809K -41,236 -17%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.64M +$204K +10,399 +6%
JAG
24
Journey Advisory Group
Kentucky
$3.28M +$2.11M +107,487 +187%
AWP
25
Accretive Wealth Partners
New Jersey
$3.24M +$147K +7,500 +5%

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.