Who Owns IBTK?
iShares iBonds Dec 2030 Term Treasury ETF — Institutional Ownership & 13F Holdings
$19.73
-0.02 (-0.10%)
Market Cap
$600.9M
Shares Outstanding
30,217,999
Institutional Holders
123
Total Inst. Value
$284.1M
% of Float Held
—
QoQ Holder Change
+67
Institutional data as of Q1 2025
New Positions
34
Closed Positions
8
Increased
65
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $51.6M | 2,624,017 |
| 2 | BANK OF AMERICA CORP /DE/ | $23.4M | 1,192,039 |
| 3 | ATWOOD & PALMER INC | $22.2M | 1,128,891 |
| 4 | Waycross Investment Management CoNew | $10.7M | 542,747 |
| 5 | Legacy Private Trust Co. | $10.1M | 511,963 |
| 6 | RAYMOND JAMES FINANCIAL INC | $9.8M | 497,616 |
| 7 | TITLEIST ASSET MANAGEMENT, LLCNew | $8.5M | 430,498 |
| 8 | Snowden Capital Advisors LLC | $8.4M | 428,455 |
| 9 | Probity Advisors, Inc. | $8.2M | 416,258 |
| 10 | Trust Co | $8.1M | 410,322 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +121K | $51.6M |
| BANK OF AMERICA CORP /DE/ | +145K | $23.4M |
| ATWOOD & PALMER INC | +50K | $22.2M |
| Waycross Investment Management CoNew | +543K | $10.7M |
| Legacy Private Trust Co. | +88K | $10.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | -25K | $455K |
| MORGAN STANLEY | -22K | $1.0M |
| Atlantic Private Wealth, LLC | -19K | $1.7M |
| Kestra Advisory Services, LLC | -17K | $1K |
| RAYMOND JAMES FINANCIAL INC | -8K | $9.8M |
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Frequently Asked Questions
How many institutional investors hold IBTK?
As of Q1 2025, 123 institutional investors report holding IBTK (iShares iBonds Dec 2030 Term Treasury ETF) in their 13F filings.
Which hedge fund owns the most IBTK?
The largest institutional holder of IBTK is WELLS FARGO & COMPANY/MN with $51.6M in shares.
Are institutions buying or selling IBTK?
This quarter, 34 institutions opened new positions in IBTK and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.