iShares iBonds Dec 2030 Term Treasury
IBTK • NASDAQ
iShares iBonds Dec 2030 Term Treasury is an exchange-traded fund on NASDAQ. As of Q3 2025, 144 institutional investors hold shares in this ETF, with total holdings valued at $419.2M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $55.0M.
Overview
Overview of institutional ownership in IBTK as of Q3 2025
All Institutions
- Institutions
- 144
- Value Held
- $419.2M
- Shares Held
- 21.1M
- Avg Position
- $2.9M
- Median Position
- $670.7K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.3M
- Shares Held
- 114.5K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in IBTK as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $55.0M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $28.8M 0.00% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $23.5M 0.04% of portfolio |
 TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth | $21.0M 1.85% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $18.7M 0.01% of portfolio |
D DAVIDSON D A & CO Institution | $16.7M 0.11% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $15.4M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $11.0M 0.00% of portfolio |
 Probity Advisors, Inc. RIA/Wealth | $10.7M 1.75% of portfolio |
L Legacy Private Trust Co. Institution | $10.6M 0.64% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBTK in Q3 2025
- Traded
- +$56.5M
- Buyers
- 103
- Sellers
- 23
- Total Bought
- +$72.8M
- Total Sold
- −$16.3M
- Avg Position
- $2.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$10.8M +543.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$10.7M +539.7K shares |
 Goss Wealth Management LLC RIA/Wealth | +$8.2M +413.5K shares |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | +$8.1M +408.6K shares |
 AMERIPRISE FINANCIAL INC Institution | +$2.4M +123.3K shares |
Probity Advisors, Inc. RIA/Wealth | +$2.1M +105.5K shares |
 Journey Advisory Group, LLC RIA/Wealth | +$2.0M +102.0K shares |
D DAVIDSON D A & CO Institution | +$1.9M +96.6K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$1.8M +92.9K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.5M +76.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$7.6M −379.9K shares |
S STAR Financial Bank Institution | −$1.8M −89.2K shares |
J JANE STREET GROUP, LLC Institution | −$1.7M −86.3K shares |
 IFP Advisors, Inc RIA/Wealth | −$1.4M −68.2K shares |
 PFG Advisors RIA/Wealth | −$942.9K −47.5K shares |
 Waycross Investment Management Co RIA/Wealth | −$828.6K −41.7K shares |
R ROYAL BANK OF CANADA Institution | −$609.1K −30.6K shares |
B BlackRock, Inc. Institution | −$411.8K −20.7K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$264.9K −13.3K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$175.5K −8.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBTK in Q3 2025
- New Positions
- 16
- New Value
- $4.4M
- Exited Positions
- 4
- Exited Value
- $2.7M
New Positions
| Institution | Position Value |
|---|---|
T Tower Research Capital LLC Institution | $1.2M 61.0K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $869.4K 43.7K shares |
M Montecito Bank & Trust Institution | $513.6K 25.8K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $462.8K 23.3K shares |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | $337.2K 17.0K shares |
 SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $298.1K 15.0K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $268.9K 13.5K shares |
F Foundry Financial Group, Inc. Institution | $204.6K 10.3K shares |
 JPL Wealth Management, LLC RIA/Wealth | $81.8K 4.1K shares |
C CNB Bank Institution | $40.9K 2.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.7M 86.3K shares |
PFG Advisors RIA/Wealth | $942.9K 47.5K shares |
 Capital Analysts, Inc. RIA/Wealth | $46.7K 2.4K shares |
P Parkside Financial Bank & Trust Institution | $10.4K 524.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBTK as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBTK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Waycross Investment Management Co RIA/Wealth | 10.18% $10.0M |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | 5.49% $9.7M |
 SHELTON WEALTH MANAGEMENT, LLC RIA/Wealth | 3.82% $8.2M |
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth | 1.85% $21.0M |
Probity Advisors, Inc. RIA/Wealth | 1.75% $10.7M |
 Accretive Wealth Partners, LLC RIA/Wealth | 1.02% $3.3M |
T Trust Co Institution | 0.97% $9.5M |
F FF Advisors,LLC Institution | 0.85% $1.8M |
 Keeler THomas Management LLC RIA/Wealth | 0.71% $1.6M |
L Legacy Private Trust Co. Institution | 0.64% $10.6M |
Hedge Fund Spotlight
Discover hedge funds investing in IBTK
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares iBonds Dec 2030 Term Treasury
- Market Value
- $462.8K
- Shares Held
- 23.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
