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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

125 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
67
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.9M
2
Wells Fargo
2
Wells Fargo
California
$23.2M
3
UBS Group
3
UBS Group
Switzerland
$12.5M
4
SCM
4
Spreng Capital Management
Ohio
$5.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.04M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.71M
2
Jane Street
2
Jane Street
New York
$600K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
MA
4
Mutual Advisors
Nebraska
$0
5
AWG
5
Altus Wealth Group
Colorado
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.66M 120,133 +7,304 +6%
LF
27
LifePlan Financial
Minnesota
$2.53M 107,736 +107,736 New
IA
28
IFP Advisors
Florida
$2.53M 114,483 +47,813 +72%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.51M 113,733 +84,426 +288%
SCM
30
SCS Capital Management
Massachusetts
$2.46M 111,310 +189 +0.2%
AWP
31
Accretive Wealth Partners
New Jersey
$2.42M 109,564 +1,886 +2%
LPL Financial
32
LPL Financial
California
$2.37M 107,304 +10,167 +10%
Morgan Stanley
33
Morgan Stanley
New York
$2.26M 102,220 +12,349 +14%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.08M 94,025 +28,033 +42%
APW
35
Atlantic Private Wealth
North Carolina
$1.94M 87,684 -662 -0.7%
SFB
36
STAR Financial Bank
Indiana
$1.81M 81,770 +25,832 +46%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$1.79M 80,853 +71,486 +763%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.74M 78,626 +1,859 +2%
Ameriprise
39
Ameriprise
Minnesota
$1.71M 113,431 -214,524 -65%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.61M 72,964 +9,917 +16%
MCM
41
MV Capital Management
Maryland
$1.57M 71,130 +3,664 +5%
BFO
42
Boston Family Office
Massachusetts
$1.57M 70,876 +7,864 +12%
FA
43
FF Advisors
California
$1.56M 71,828 +5,853 +9%
AWG
44
Altus Wealth Group
Colorado
$1.51M 68,446 -14,014 -17%
PAS
45
Park Avenue Securities
New York
$1.45M 65,770 +8,516 +15%
ABC
46
Associated Banc-Corp
Wisconsin
$1.17M 52,721 +6,168 +13%
CL
47
COWA LLC
Oklahoma
$1.12M 50,561 +50,561 New
TCA
48
Transcend Capital Advisors
New Jersey
$1.04M 46,925 +46,925 New
Financial Engines Advisors
49
Financial Engines Advisors
California
$1.02M 46,278 +1,225 +3%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$943K 42,663 +42,663 New
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