IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

163 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+20
Holders Change %
+13.99%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
31
Increased
86
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
TRUE Private Wealth Advisors
Oregon
$32.8M
2
Stifel Financial
Stifel Financial
Missouri
$17.5M
3
BEI
Benjamin Edwards Inc
Missouri
$14.4M
4
Wells Fargo
Wells Fargo
California
$31.3M
5
E3F
Eight 31 Financial
Texas
$8.21M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.78M
2
AWG
Altus Wealth Group
Colorado
$0
3
Bank of America
Bank of America
North Carolina
$16.5M
4
CL
COWA LLC
Oklahoma
$342K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
51
Thoroughbred Financial Services
Tennessee
$2.02M +$799K +36,727 +66%
Financial Engines Advisors
52
Financial Engines Advisors
California
$1.97M +$269K +12,368 +16%
KTM
53
Keeler Thomas Management
Utah
$1.97M +$1.97M +90,448 New
S
54
SignatureFD
Georgia
$1.91M +$770K +35,370 +68%
BFO
55
Boston Family Office
Massachusetts
$1.8M +$70K +3,215 +4%
Osaic Holdings
56
Osaic Holdings
Arizona
$1.78M -$1.81M -83,228 -50%
AI
57
Atria Investments
North Carolina
$1.68M +$1.68M +77,268 New
APW
58
Atlantic Private Wealth
North Carolina
$1.63M -$260K -11,931 -14%
TAM
59
Titleist Asset Management
Texas
$1.57M +$1.57M +72,311 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$1.55M +$475K +21,830 +44%
IWC
61
Integrated Wealth Concepts
Massachusetts
$1.5M +$457K +21,008 +44%
FA
62
FF Advisors
California
$1.5M +$84.8K +3,890 +6%
EW
63
Evexia Wealth
Wisconsin
$1.33M +$27.1K +1,248 +2%
FWP
64
Forefront Wealth Partners
Texas
$1.3M +$1.3M +59,831 New
R
65
Rebalance
California
$1.29M +$1.29M +59,059 New
LWL
66
Leo Wealth LLC
Texas
$1.28M +$449K +20,611 +54%
RFG
67
RFP Financial Group
Georgia
$1.26M +$1.26M +56,022 New
Ameriprise
68
Ameriprise
Minnesota
$1.23M +$423K +19,451 +53%
ABC
69
Associated Banc-Corp
Wisconsin
$1.2M -$152 -7 -0%
OPA
70
Old Port Advisors
Maine
$1.05M -$73.2K -3,363 -6%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.04M -$570K -26,190 -35%
KF
72
Krilogy Financial
Missouri
$1.03M +$370K +17,012 +56%
TCA
73
Transcend Capital Advisors
New Jersey
$1.02M – – –
Baird Financial Group
74
Baird Financial Group
Wisconsin
$930K +$252K +11,585 +37%
VA
75
Valmark Advisers
Ohio
$892K +$52.2K +2,399 +6%
1 2
3
4 5