ISHARES IBONDS DEC 2030 TREA (IBTK) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2030 TREA (IBTK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Raymond James Financial Inc, Mercer Global Advisors Inc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+53,147+52.9%153,569$3.00MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-48,795-36.2%86,097$1.68MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+209,772+7.9%2,861,909$55.92MQ2 2026Aug 19, 2026
Denver Pwm, LlcSell-9,579-1.4%684,939$13.30MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+105,444+8.5%1,341,750$26.20MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+20,987+3.2%686,872$13.42MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+398+1.6%25,622$500.65KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+709,148709,148$13.85MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-582,930-15.6%3,148,800$61.53MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-385,444-47.5%426,449$8.33MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+196,772+10.7%2,030,426$39.67MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+50,903+93.6%105,280$2.06MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+26,87426,874$525.12KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+14,89414,894$291.02KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+10,254+66.0%25,783$503.80KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+6,000+25.8%29,283$572.19KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+4,2924,292$83.86KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-4,214-4.2%96,566$1.89MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-4,004-0.8%496,614$9.70MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-1,161-7.9%13,578$265.31KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-778-2.2%34,509$674.31KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-567-5.0%10,886$214.67KQ2 2026Aug 14, 2026
Logan Capital Management IncBuy+345345$6.74KQ2 2026Aug 14, 2026
Element Wealth, LlcBuy+182+1.3%14,558$284.46KQ2 2026Aug 14, 2026
Morgan StanleySell-115,172-19.3%483,015$9.44MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+30,525+24.0%157,609$3.08MQ2 2026Aug 13, 2026
Ubs Group AgSell-27,193-3.9%665,373$13.00MQ2 2026Aug 13, 2026
Eight 31 Financial, LlcBuy+14,684+2.9%517,756$10.12MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+10,03710,037$196.12KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+4,949+1.1%454,129$8.87MQ2 2026Aug 13, 2026
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Frequently asked questions about IBTK activity

  • Which institutional owners are buying IBTK?

    Institutional owners buying IBTK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBTK activity?

    "Buy" means an investor increased their reported position in IBTK compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2030 TREA (IBTK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBTK increasing?

    Institutional interest in IBTK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.