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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 %
RW
51
REDW Wealth
New Mexico
$399K +$190K +8,851 +91%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$383K +$59.7K +2,778 +18%
RCA
53
Resonant Capital Advisors
Wisconsin
$349K -$151 -7 -0%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$340K +$340K +15,840 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$319K +$21K +977 +7%
Lido Advisors
56
Lido Advisors
California
$311K +$311K +14,470 New
CAN
57
Cetera Advisor Networks
California
$299K +$299K +13,897 New
FFG
58
Foundry Financial Group
New Hampshire
$297K +$297K +13,801 New
JIR
59
James Investment Research
Ohio
$294K +$48.4K +2,250 +20%
HC
60
Hara Capital
Washington
$289K +$289K +13,421 New
AWM
61
Apollon Wealth Management
South Carolina
$285K +$1.81K +84 +0.6%
OPA
62
Old Port Advisors
Maine
$267K +$267K +12,403 New
HFA
63
Highland Financial Advisors
New Jersey
$252K – – –
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$246K -$31.1K -1,446 -11%
TFS
65
Thoroughbred Financial Services
Tennessee
$242K +$242K +11,258 New
RJA
66
Raymond James & Associates
Florida
$231K +$23.2K +1,077 +11%
PS
67
Principal Securities
Iowa
$230K – – –
YWM
68
Yoder Wealth Management
California
$228K +$228K +10,600 New
Fisher Asset Management
69
Fisher Asset Management
Washington
$219K +$219K +10,196 New
RWP
70
Reliant Wealth Planning
Kentucky
$218K +$218K +10,155 New
BWM
71
BCS Wealth Management
Tennessee
$215K – – –
GSB
72
Greenfield Savings Bank
Massachusetts
$213K +$213K +9,917 New
WT
73
Washington Trust
Rhode Island
$204K +$204K +9,500 New
KHC
74
Koesten Hirschmann & Crabtree
Kansas
$160K +$160K +7,425 New
FCA
75
FinTrust Capital Advisors
South Carolina
$115K +$22.6K +1,052 +24%
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