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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 %
NA
51
NewEdge Advisors
Louisiana
$913K 41,293 +329 +0.8%
TFS
52
Thoroughbred Financial Services
Tennessee
$856K 38,728 +9,000 +30%
SWP
53
Stratos Wealth Partners
Ohio
$836K 37,821 -9,911 -21%
RJA
54
Raymond James & Associates
Florida
$772K 34,945 +6,308 +22%
IWC
55
Integrated Wealth Concepts
Massachusetts
$740K 33,497 +18,644 +126%
OPA
56
Old Port Advisors
Maine
$738K 33,381 +6,319 +23%
SCA
57
Snowden Capital Advisors
New York
$719K 32,527 +4,576 +16%
RWP
58
Reliant Wealth Planning
Kentucky
$652K 29,516 +19,361 +191%
VA
59
Valmark Advisers
Ohio
$642K 29,030 +7,206 +33%
KF
60
Krilogy Financial
Missouri
$625K 28,258 +7,757 +38%
JSA
61
Jim Saulnier & Associates
Colorado
$622K 28,125 +28,125 New
UCFA
62
United Capital Financial Advisors
Texas
$600K 27,132 +14,084 +108%
Jane Street
63
Jane Street
New York
$600K 27,121 -35,904 -57%
CIA
64
Compass Ion Advisors
Pennsylvania
$535K 24,207 – –
FFG
65
Foundry Financial Group
New Hampshire
$514K 23,264 +3,083 +15%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$486K 21,999 +8,805 +67%
MFG
67
Mendota Financial Group
Wisconsin
$466K 21,069 +2,043 +11%
BEI
68
Benjamin Edwards Inc
Missouri
$459K 20,759 +18,721 +919%
RW
69
REDW Wealth
New Mexico
$450K 20,349 – –
Cerity Partners
70
Cerity Partners
New York
$433K 19,568 – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$414K 18,710 +828 +5%
DSC
72
Duncker Streett & Co
Missouri
$414K 18,728 – –
AWM
73
Apollon Wealth Management
South Carolina
$363K 16,406 +3,018 +23%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$360K 16,276 +16,276 New
AC
75
Apella Capital
Connecticut
$358K 16,228 +104 +0.6%
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