IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
76
First PREMIER Bank
South Dakota
$75K +$1.77K +82 +2%
BWL
77
Bogart Wealth LLC
Virginia
$68.9K -$1.66K -77 -2%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$64.5K +$64.5K +3,000 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$59K +$10K +462 +20%
GRP
80
Global Retirement Partners
California
$49.2K
CAL
81
Capital Analysts LLC
Pennsylvania
$46K
BEI
82
Benjamin Edwards Inc
Missouri
$44K +$18.8K +876 +75%
TCM
83
TD Capital Management
Tennessee
$41.5K +$258 +12 +0.6%
US Bancorp
84
US Bancorp
Minnesota
$40.3K +$40.3K +1,875 New
SPIA
85
Steward Partners Investment Advisory
New York
$38.3K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$35.2K -$98.9K -4,595 -74%
EPW
87
Evergreen Private Wealth
Colorado
$25.1K
GBT
88
Grove Bank & Trust
Florida
$24.2K
AF
89
Allworth Financial
California
$20.4K
CTWM
90
Cherry Tree Wealth Management
Minnesota
$13.5K +$10K +467 +292%
PWA
91
Provenance Wealth Advisors
Florida
$9.95K +$9.95K +436 New
BC
92
Barrett & Company
Rhode Island
$8.6K +$8.6K +400 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1.38K +$1.38K +64 New
EH
94
Equitable Holdings
New York
-$1.43M -65,442 Closed
Jane Street
95
Jane Street
New York
-$914K -41,975 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$804K -36,894 Closed
CA
97
Cetera Advisors
Colorado
-$478K -21,934 Closed
ASN
98
Advisory Services Network
Georgia
-$11K -507 Closed