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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +53,147 | +52.9% | 153,569 | $3.00M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -48,795 | -36.2% | 86,097 | $1.68M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +209,772 | +7.9% | 2,861,909 | $55.92M | Q2 2026 | Aug 19, 2026 |
| Denver Pwm, Llc | Sell | -9,579 | -1.4% | 684,939 | $13.30M | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +105,444 | +8.5% | 1,341,750 | $26.20M | Q2 2026 | Aug 17, 2026 |
| Wealth Management Strategies, Inc. | Buy | +20,987 | +3.2% | 686,872 | $13.42M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +398 | +1.6% | 25,622 | $500.65K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +709,148 | — | 709,148 | $13.85M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -582,930 | -15.6% | 3,148,800 | $61.53M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -385,444 | -47.5% | 426,449 | $8.33M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +196,772 | +10.7% | 2,030,426 | $39.67M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +50,903 | +93.6% | 105,280 | $2.06M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +26,874 | — | 26,874 | $525.12K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +14,894 | — | 14,894 | $291.02K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +10,254 | +66.0% | 25,783 | $503.80K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +6,000 | +25.8% | 29,283 | $572.19K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +4,292 | — | 4,292 | $83.86K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -4,214 | -4.2% | 96,566 | $1.89M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -4,004 | -0.8% | 496,614 | $9.70M | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -1,161 | -7.9% | 13,578 | $265.31K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -778 | -2.2% | 34,509 | $674.31K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -567 | -5.0% | 10,886 | $214.67K | Q2 2026 | Aug 14, 2026 |
| Logan Capital Management Inc | Buy | +345 | — | 345 | $6.74K | Q2 2026 | Aug 14, 2026 |
| Element Wealth, Llc | Buy | +182 | +1.3% | 14,558 | $284.46K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -115,172 | -19.3% | 483,015 | $9.44M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +30,525 | +24.0% | 157,609 | $3.08M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -27,193 | -3.9% | 665,373 | $13.00M | Q2 2026 | Aug 13, 2026 |
| Eight 31 Financial, Llc | Buy | +14,684 | +2.9% | 517,756 | $10.12M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +10,037 | — | 10,037 | $196.12K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +4,949 | +1.1% | 454,129 | $8.87M | Q2 2026 | Aug 13, 2026 |
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.