iShares iBonds Dec 2030 Term Treasury ETF
IBTK
146 hedge funds and large institutions have $421M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 19 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
332% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $364M → $421M (+$56.8M)
12% more funds holding
Funds holding: 130 → 146 (+16)
3.5% less ownership
Funds ownership: 81.97% → 78.46% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.8M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$10.7M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$8.18M |
| 4 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$8.09M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.52M |
| 2 |
SFB
STAR Financial Bank
Fort Wayne,
Indiana
|
-$1.77M |
| 3 |
Jane Street
New York
|
-$1.71M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.35M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$943K |
IBTK Hedge Fund Activity: Q3 2025 in Review
146 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q3 2025, worth a combined $421M — up 16% from $364M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBTK positions and 4 closed out — a net gain of 17 holders — while 82 added to existing stakes and 19 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $10.8M. The largest seller was Envestnet Asset Management, cutting an estimated $7.52M.
- 146 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q3 2025, up from 130 in Q2 2025.
- Funds reported $421M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q3 2025, up 16% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q3 2025 and 4 closed out, a net change of +17 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $10.8M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $7.52M sold.
Based on aggregated 13F filings for Q3 2025.