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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 %
SCM
51
SCS Capital Management
Massachusetts
$2.33M 106,282 +198 +0.2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.26M 103,277 +60,569 +142%
Financial Engines Advisors
53
Financial Engines Advisors
California
$2.12M 96,728 +6,150 +7%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$2.06M 94,055 +22,735 +32%
Citadel Advisors
55
Citadel Advisors
Florida
$2.03M 92,604 +92,604 New
TFS
56
Thoroughbred Financial Services
Tennessee
$1.92M 87,619 -4,946 -5%
FA
57
FF Advisors
California
$1.57M 71,669 +3,008 +4%
TAM
58
Titleist Asset Management
Texas
$1.56M 71,302 -1,009 -1%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.52M 69,201 +193 +0.3%
ABC
60
Associated Banc-Corp
Wisconsin
$1.36M 62,076 +7,033 +13%
Ameriprise
61
Ameriprise
Minnesota
$1.35M 61,747 +5,470 +10%
AF
62
Allworth Financial
California
$1.31M 59,919 +50,738 +553%
LWL
63
Leo Wealth LLC
Texas
$1.31M 59,611 +766 +1%
AI
64
Atria Investments
North Carolina
$1.12M 51,317 -25,951 -34%
AC
65
Apella Capital
Connecticut
$1.08M 49,822 +11,249 +29%
KIM
66
Kestra Investment Management
Texas
$1.08M 49,519 +17,771 +56%
VA
67
Valmark Advisers
Ohio
$1.04M 47,497 +6,507 +16%
NA
68
NewEdge Advisors
Louisiana
$1.04M 47,486 -117,697 -71%
KF
69
Krilogy Financial
Missouri
$1.01M 46,115 -1,318 -3%
HighTower Advisors
70
HighTower Advisors
Illinois
$1M 45,690 -1,974 -4%
RWP
71
Reliant Wealth Planning
Kentucky
$972K 44,324 +4,639 +12%
APW
72
Atlantic Private Wealth
North Carolina
$970K 44,256 -30,619 -41%
CSP
73
Cary Street Partners
Virginia
$898K 40,960 +1,289 +3%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$868K 39,592 +6,599 +20%
SCA
75
Snowden Capital Advisors
New York
$857K 39,100 – –
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