We are live on ! Find out more
IBTK icon

iShares iBonds Dec 2030 Term Treasury ETF

172 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 28

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more capital invested

Capital invested by funds: $700M → $729M (+$29.1M)

0% more funds holding

Funds holding: 172172 (0)

2.25% less ownership

Funds ownership: 83.82%81.57% (-2.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
172
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
21
Increased
97
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$61.5M -$11.4M -582,930 -16%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$55.9M +$4.11M +209,772 +8%
Bank of America
3
Bank of America
North Carolina
$39.7M +$3.85M +196,772 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M +$2.35M +120,164 +10%
TAM
5
Titleist Asset Management
Texas
$26.8M +$2.82M +143,744 +12%
BlackRock
6
BlackRock
New York
$26.4M +$11.5M +588,616 +77%
UCFA
7
United Capital Financial Advisors
Texas
$26.2M +$2.07M +105,444 +9%
HPC
8
HM Payson & Co
Maine
$23.5M +$9.81M +500,974 +71%
MML Investors Services
9
MML Investors Services
Massachusetts
$20.7M +$6.87M +350,752 +50%
DADC
10
D.A. Davidson & Co
Montana
$19.7M +$1.71M +87,330 +9%
JAG
11
Journey Advisory Group
Kentucky
$17.6M +$1.01M +51,372 +6%
Ameriprise
12
Ameriprise
Minnesota
$13.9M +$425K +21,722 +3%
MA
13
MKT Advisors
California
$13.8M +$777K +39,671 +6%
WMS
14
Wealth Management Strategies
Pennsylvania
$13.4M +$411K +20,987 +3%
DP
15
Denver PWM
Colorado
$13.3M -$188K -9,579 -1%
UBS Group
16
UBS Group
Switzerland
$13M -$533K -27,193 -4%
PA
17
Probity Advisors
Texas
$11.7M +$1.03M +52,503 +10%
LPT
18
Legacy Private Trust
Wisconsin
$11.3M +$626K +31,954 +6%
SWM
19
Shelton Wealth Management
Texas
$10.8M +$771K +39,375 +8%
NA
20
NewEdge Advisors
Louisiana
$10.6M +$798K +40,753 +8%
B
21
Bailard
California
$10.5M -$65.8K -3,360 -0.6%
WIM
22
Waycross Investment Management
Washington
$10.4M +$195K +9,933 +2%
E3F
23
Eight 31 Financial
Texas
$10.1M +$288K +14,684 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.7M -$78.4K -4,004 -0.8%
KF
25
Krilogy Financial
Missouri
$9.68M +$656K +33,467 +7%

IBTK Hedge Fund Activity: Q2 2026 in Review

172 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q2 2026, worth a combined $729M — up 4.2% from $700M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTK positions and 14 closed out — a net gain of 7 holders — while 97 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Wells Fargo, cutting an estimated $11.4M.

  • 172 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $729M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q2 2026 and 14 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q2 2026 was BlackRock, an estimated $11.5M added.
  • The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q2 2026 was Wells Fargo, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2026.