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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 %
CIA
76
Compass Ion Advisors
Pennsylvania
$832K 37,974 +13,767 +57%
SB
77
Strategic Blueprint
Georgia
$825K 37,654 +21,753 +137%
EW
78
Evexia Wealth
Wisconsin
$797K 36,612 -24,504 -40%
OPA
79
Old Port Advisors
Maine
$779K 35,530 -12,913 -27%
LIM
80
Leavell Investment Management
Alabama
$779K 35,522 +17,233 +94%
SWP
81
Stratos Wealth Partners
Ohio
$701K 31,992 -1,007 -3%
BAM
82
Belpointe Asset Management
Nevada
$698K 31,849 +21,296 +202%
RFG
83
RFP Financial Group
Georgia
$660K 30,110 -25,912 -46%
FFG
84
Foundry Financial Group
New Hampshire
$658K 30,020 -6,478 -18%
DSC
85
Duncker Streett & Co
Missouri
$612K 27,921 – –
BSTWA
86
Blake Schutter Theil Wealth Advisors
Ohio
$529K 24,153 -555 -2%
APW
87
Austin Private Wealth
Texas
$526K 24,015 -618 -3%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$506K 23,085 -1,429 -6%
GHA
89
Granite Harbor Advisors
Texas
$501K 22,866 +874 +4%
SWMG
90
Signature Wealth Management Group
Georgia
$500K 22,790 -1,118 -5%
JSA
91
Jim Saulnier & Associates
Colorado
$488K 22,275 +10,531 +90%
Cerity Partners
92
Cerity Partners
New York
$473K 21,573 -111 -0.5%
SRC
93
Shufro Rose & Co
New York
$455K 20,911 -72 -0.3%
ADL
94
Asset Dedication LLC
California
$448K 20,430 +3,621 +22%
GSB
95
Greenfield Savings Bank
Massachusetts
$419K 19,106 +468 +3%
MML Investors Services
96
MML Investors Services
Massachusetts
$404K 18,415 +4,851 +36%
HBT
97
Heartland Bank & Trust
Illinois
$402K 18,350 +556 +3%
JCM
98
Jacobi Capital Management
Pennsylvania
$399K 18,200 +1,110 +6%
HI
99
Harbour Investments
Wisconsin
$398K 18,156 +7,487 +70%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$391K 17,847 +17,847 New
2 3
4
5 6