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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.

New
Increased
Maintained
Reduced
Closed
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
TRUE Private Wealth Advisors
Oregon
+$9.46M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.13M
3
UCFA
United Capital Financial Advisors
Texas
+$4.46M
4
HCM
Hengehold Capital Management
Ohio
+$3.83M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.71M

Top Sellers

1
AP
Atwood & Palmer
Missouri
-$5.16M
2
EC
Estate Counselors
Wisconsin
-$3.88M
3
1WM
1858 Wealth Management
Ohio
-$2.9M
4
LF
LifePlan Financial
Minnesota
-$2.62M
5
NA
NewEdge Advisors
Louisiana
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$6.56M +$85.9K +3,919 +1%
RSWM
27
Robertson Stephens Wealth Management
California
$6.52M +$632K +28,853 +11%
FA
28
Fagan Associates
New York
$6.34M +$3K +137 +0%
CTC
29
Central Trust Company
Missouri
$6.27M +$532K +24,253 +9%
SCM
30
Spreng Capital Management
Ohio
$6.02M +$342K +15,581 +6%
FF
31
Foronjy Financial
California
$5.3M +$5.3M +241,795 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.66M -$571K -26,043 -11%
SWM
33
Stockman Wealth Management
Montana
$4.37M +$247K +11,277 +6%
BlackRock
34
BlackRock
New York
$4.24M +$678K +30,952 +19%
R
35
Rebalance
California
$3.91M +$2.61M +119,226 +202%
WWM
36
Whalen Wealth Management
Nevada
$3.67M -$440K -20,063 -11%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M +$859K +39,190 +31%
PAS
38
Park Avenue Securities
New York
$3.36M +$356K +16,226 +12%
AWP
39
Accretive Wealth Partners
New Jersey
$3.23M +$149K +6,791 +5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.16M +$156K +7,101 +5%
Osaic Holdings
41
Osaic Holdings
Arizona
$3.07M +$1.33M +62,378 +76%
HCM
42
Howland Capital Management
Massachusetts
$3.03M +$138K +6,311 +5%
S
43
SignatureFD
Georgia
$2.97M +$1.05M +47,755 +54%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.76M +$492K +22,443 +22%
PA
45
Parallel Advisors
California
$2.76M +$297K +13,557 +12%
MCM
46
MV Capital Management
Maryland
$2.65M +$369K +16,847 +16%
IA
47
IFP Advisors
Florida
$2.65M -$147K -6,686 -5%
KTM
48
Keeler Thomas Management
Utah
$2.58M +$592K +27,026 +30%
SFB
49
STAR Financial Bank
Indiana
$2.41M +$186K +8,476 +8%
BFO
50
Boston Family Office
Massachusetts
$2.36M +$546K +24,916 +30%
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