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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

157 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
13
Increased
88
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$42.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.3M
3
FF
3
Foronjy Financial
California
$5.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
HCM
5
Hengehold Capital Management
Ohio
$20.2M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$19.8M
2
EC
2
Estate Counselors
Wisconsin
$0
3
1WM
3
1858 Wealth Management
Ohio
$0
4
LF
4
LifePlan Financial
Minnesota
$0
5
NA
5
NewEdge Advisors
Louisiana
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$42.5M 1,940,071 +431,583 +29%
Wells Fargo
2
Wells Fargo
California
$33M 1,504,363 +64,872 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$22.4M 1,020,133 +165,261 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.3M 971,487 +279,747 +40%
UBS Group
5
UBS Group
Switzerland
$20.2M 922,187 +136,270 +17%
HCM
6
Hengehold Capital Management
Ohio
$20.2M 921,543 +174,926 +23%
AP
7
Atwood & Palmer
Missouri
$19.8M 903,240 -235,239 -21%
Stifel Financial
8
Stifel Financial
Missouri
$18M 821,677 +18,672 +2%
Bank of America
9
Bank of America
North Carolina
$15.9M 724,237 -34,424 -5%
JAG
10
Journey Advisory Group
Kentucky
$15.7M 716,790 +11,834 +2%
DP
11
Denver PWM
Colorado
$15.1M 690,448 +61,367 +10%
BEI
12
Benjamin Edwards Inc
Missouri
$14.6M 664,024 +4,807 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.2M 648,479 +10,609 +2%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$13.1M 599,379 +169,410 +39%
CIM
15
Confluence Investment Management
Missouri
$11.7M 531,810 -3,026 -0.6%
UCFA
16
United Capital Financial Advisors
Texas
$10.7M 486,420 +203,477 +72%
MA
17
MKT Advisors
California
$10.1M 461,822 +16,932 +4%
WIM
18
Waycross Investment Management
Washington
$9.97M 454,990 +909 +0.2%
LPT
19
Legacy Private Trust
Wisconsin
$9.07M 413,863 +15,128 +4%
PA
20
Probity Advisors
Texas
$8.63M 393,741 +17,906 +5%
Morgan Stanley
21
Morgan Stanley
New York
$8.02M 365,909 +15,892 +5%
E3F
22
Eight 31 Financial
Texas
$7.75M 353,686 -23,375 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$7.64M 348,460 +14,641 +4%
SWM
24
Shelton Wealth Management
Texas
$7.62M 347,632 +13,284 +4%
LPL Financial
25
LPL Financial
California
$7.39M 337,280 +39,524 +13%
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