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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

93 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+20
Holders Change %
+27.4%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$10.4M
2
FA
2
Fagan Associates
New York
$4.83M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.39M
5
SCM
5
SCS Capital Management
Massachusetts
$2.38M

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
LPL Financial
5
LPL Financial
California
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.81M +$197K +9,178 +12%
LPL Financial
27
LPL Financial
California
$1.7M -$405K -18,815 -19%
FA
28
FF Advisors
California
$1.43M +$449K +20,886 +46%
MCM
29
MV Capital Management
Maryland
$1.41M +$321K +14,951 +30%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.36M +$506K +23,516 +59%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.32M +$1.32M +61,298 New
PAS
32
Park Avenue Securities
New York
$1.18M +$819K +38,108 +226%
NA
33
NewEdge Advisors
Louisiana
$1.06M -$27.8K -1,291 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.02M +$204K +9,499 +25%
Financial Engines Advisors
35
Financial Engines Advisors
California
$967K +$283K +13,144 +41%
ABC
36
Associated Banc-Corp
Wisconsin
$924K +$60.6K +2,818 +7%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$889K +$490K +22,775 +123%
SWP
38
Stratos Wealth Partners
Ohio
$883K +$903 +42 +0.1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$716K +$268K +12,446 +60%
IA
40
IFP Advisors
Florida
$691K – – –
KF
41
Krilogy Financial
Missouri
$638K -$241K -11,206 -27%
SCA
42
Snowden Capital Advisors
New York
$601K – – –
MA
43
Mutual Advisors
Nebraska
$524K -$48.4K -2,249 -8%
CIA
44
Compass Ion Advisors
Pennsylvania
$520K – – –
SFS
45
Sowell Financial Services
Arkansas
$507K -$48.5K -2,255 -9%
Osaic Holdings
46
Osaic Holdings
Arizona
$504K +$52.7K +2,450 +12%
LNC
47
Lincoln National Corp
Pennsylvania
$450K +$450K +20,931 New
Cerity Partners
48
Cerity Partners
New York
$421K +$73.2K +3,406 +21%
MFG
49
Mendota Financial Group
Wisconsin
$405K +$144K +6,711 +55%
VA
50
Valmark Advisers
Ohio
$401K +$401K +18,637 New
1
2
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