IBTK

Ishares Ibonds Dec 2030 Trea

+$131.0M

Net Activity

Institutions Holding

172

Popularity Rank

#3259

Avg Weight

0.32%

Total Value

$683.2M

Ownership Trend

172 institutions currently hold IBTK, with 117 net buyers and 37 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

37

Net Buying Institutions

117

Key Holders

Key Holders

Top 5 by Value

WF
Wells Fargo & Company/mn
$73.6M
MG
Mercer Global Advisors INC /adv
$52.3M
BO
Bank Of America CORP /de/
$36.2M
EA
Envestnet Asset Management INC
$24.9M
UC
United Capital Financial Advisors, LLC
$24.4M

Top 5 by Conviction

WI
Waycross Investment Management Co
9.81%
E3
Eight 31 Financial, LLC
5.99%
WM
Wealth Management Strategies, Inc.
5.94%
DP
Denver PWM, LLC
4.69%
SW
Shelton Wealth Management, LLC
4.44%
View all 172 holding institutions

Quarterly Activity

Recent Activity

+$684.7M

Total Buy Value

$92.0M

Total Sell Value

New buy22
Trim28
Add95
Sold out9

117

Net Buyers

37

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES IBONDS DEC 2030 TREA (IBTK)?
Major stakeholders currently include Wells Fargo & Company/mn ($73.6M), Mercer Global Advisors INC /adv ($52.3M), Bank Of America CORP /de/ ($36.2M). Based on the latest 13F filings, there are a total of 172 tracked investment funds and institutions maintaining positions in IBTK.
What is the overall institutional sentiment toward IBTK recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $131.0M, driven by 117 managers accumulating shares while 37 reduced their exposure.
Which institutions have been selling or reducing their IBTK positions?
In the latest period, 28 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $92.0M.
Are there any notable investors adding IBTK to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 95 existing holders added to their shares. The total reported buy value for the quarter amounted to $684.7M.

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