iShares iBonds Dec 2030 Term Treasury ETF
IBTK
159 hedge funds and large institutions have $559M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 17 reducing their positions, and 19 closing their positions.
388% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 17
89% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 19
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
33% more capital invested
Capital invested by funds: $421M → $559M (+$139M)
9% more funds holding
Funds holding: 146 → 159 (+13)
2.53% more ownership
Funds ownership: 78.46% → 80.99% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.9M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$14.2M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$13.7M |
| 4 |
MA
MKT Advisors
Escondido,
California
|
+$13M |
| 5 |
WMS
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.1M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.18M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.07M |
| 4 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$1.73M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.73M |
IBTK Hedge Fund Activity: Q4 2025 in Review
159 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q4 2025, worth a combined $559M — up 33% from $421M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBTK positions and 19 closed out — a net gain of 17 holders — while 83 added to existing stakes and 17 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $14.9M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.
- 159 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q4 2025, up from 146 in Q3 2025.
- Funds reported $559M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q4 2025, up 33% quarter-over-quarter.
- 36 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q4 2025 and 19 closed out, a net change of +17 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $14.9M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2025.