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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 %
SCM
51
SCS Capital Management
Massachusetts
$2.33M +$4.34K +198 +0.2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.26M +$1.33M +60,569 +142%
Financial Engines Advisors
53
Financial Engines Advisors
California
$2.12M +$135K +6,150 +7%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$2.06M +$498K +22,735 +32%
Citadel Advisors
55
Citadel Advisors
Florida
$2.03M +$2.03M +92,604 New
TFS
56
Thoroughbred Financial Services
Tennessee
$1.92M -$108K -4,946 -5%
FA
57
FF Advisors
California
$1.57M +$65.9K +3,008 +4%
TAM
58
Titleist Asset Management
Texas
$1.56M -$22.1K -1,009 -1%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.52M +$4.23K +193 +0.3%
ABC
60
Associated Banc-Corp
Wisconsin
$1.36M +$154K +7,033 +13%
Ameriprise
61
Ameriprise
Minnesota
$1.35M +$120K +5,470 +10%
AF
62
Allworth Financial
California
$1.31M +$1.11M +50,738 +553%
LWL
63
Leo Wealth LLC
Texas
$1.31M +$16.8K +766 +1%
AI
64
Atria Investments
North Carolina
$1.12M -$569K -25,951 -34%
AC
65
Apella Capital
Connecticut
$1.08M +$245K +11,249 +29%
KIM
66
Kestra Investment Management
Texas
$1.08M +$388K +17,771 +56%
VA
67
Valmark Advisers
Ohio
$1.04M +$143K +6,507 +16%
NA
68
NewEdge Advisors
Louisiana
$1.04M -$2.58M -117,697 -71%
KF
69
Krilogy Financial
Missouri
$1.01M -$28.9K -1,318 -3%
HighTower Advisors
70
HighTower Advisors
Illinois
$1M -$43.3K -1,974 -4%
RWP
71
Reliant Wealth Planning
Kentucky
$972K +$102K +4,639 +12%
APW
72
Atlantic Private Wealth
North Carolina
$970K -$671K -30,619 -41%
CSP
73
Cary Street Partners
Virginia
$898K +$28.3K +1,289 +3%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$868K +$145K +6,599 +20%
SCA
75
Snowden Capital Advisors
New York
$857K – – –
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