IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

143 hedge funds and large institutions have $341M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
80
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DP
1
Denver PWM
Colorado
$11.8M
2
MA
2
MKT Advisors
California
$9.11M
3
LPT
3
Legacy Private Trust
Wisconsin
$7.26M
4
Bank of America
4
Bank of America
North Carolina
$17.5M
5
UBS Group
5
UBS Group
Switzerland
$15.9M

Top Sellers

1
LF
1
LifePlan Financial
Minnesota
$0
2
Ameriprise
2
Ameriprise
Minnesota
$785K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$787K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
Stockman Wealth Management
Montana
$3.76M 176,100 +16,109 +10%
EC
27
Estate Counselors
Wisconsin
$3.7M 173,726 +59 +0%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.52M 164,815 +51,082 +45%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.09M 145,025 +12,707 +10%
NA
30
NewEdge Advisors
Louisiana
$2.8M 131,480 +90,187 +218%
1WM
31
1858 Wealth Management
Ohio
$2.8M 131,288 +2,392 +2%
Stifel Financial
32
Stifel Financial
Missouri
$2.72M 127,545 +5,223 +4%
LPL Financial
33
LPL Financial
California
$2.64M 123,902 +16,598 +15%
IA
34
IFP Advisors
Florida
$2.64M 123,717 +9,234 +8%
SCM
35
SCS Capital Management
Massachusetts
$2.38M 111,566 +256 +0.2%
AWP
36
Accretive Wealth Partners
New Jersey
$2.37M 110,956 +1,392 +1%
PAS
37
Park Avenue Securities
New York
$2.27M 106,384 +40,614 +62%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.91M 89,510 +16,546 +23%
MCM
39
MV Capital Management
Maryland
$1.86M 87,386 +16,256 +23%
APW
40
Atlantic Private Wealth
North Carolina
$1.85M 86,806 -878 -1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.84M 86,290 +7,664 +10%
SFB
42
STAR Financial Bank
Indiana
$1.84M 86,202 +4,432 +5%
BFO
43
Boston Family Office
Massachusetts
$1.7M 79,658 +8,782 +12%
Financial Engines Advisors
44
Financial Engines Advisors
California
$1.67M 78,210 +31,932 +69%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.58M 73,854 -20,171 -21%
AWG
46
Altus Wealth Group
Colorado
$1.41M 66,063 -2,383 -3%
FA
47
FF Advisors
California
$1.39M 64,771 -7,057 -10%
UCFA
48
United Capital Financial Advisors
Texas
$1.37M 64,060 +36,928 +136%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M 60,610 +38,611 +176%
EW
50
Evexia Wealth
Wisconsin
$1.28M 59,868 +59,868 New
1
2
3 4 5