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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 Holding Trade Value Shares
Change 		Shares
Change %
RCA
76
Resonant Capital Advisors
Wisconsin
$329K -$29.9K -1,351 -8%
SFS
77
Sowell Financial Services
Arkansas
$328K -$98.2K -4,434 -23%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$322K +$322K +14,551 New
LIM
79
Leavell Investment Management
Alabama
$317K +$317K +14,350 New
JIR
80
James Investment Research
Ohio
$303K – – –
FTUS
81
Flow Traders U.S.
New York
$292K -$303K -13,720 -51%
ADL
82
Asset Dedication LLC
California
$290K – – –
WT
83
Washington Trust
Rhode Island
$289K – – –
JCM
84
Jacobi Capital Management
Pennsylvania
$286K +$286K +12,944 New
KAS
85
Kestra Advisory Services
Texas
$280K +$729 +33 +0.3%
PS
86
Principal Securities
Iowa
$280K +$23.9K +1,083 +9%
GHA
87
Granite Harbor Advisors
Texas
$277K +$33.4K +1,512 +14%
PCA
88
Prosperity Capital Advisors
Ohio
$275K +$34.3K +1,551 +14%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$273K +$193K +8,720 +242%
JFG
90
JDM Financial Group
Texas
$272K -$16.3K -736 -6%
PP
91
Prosperity Planning
Missouri
$265K – – –
HFA
92
Highland Financial Advisors
New Jersey
$259K – – –
BAM
93
Belpointe Asset Management
Nevada
$255K +$252K +11,392 +7,446%
CSPAM
94
Cary Street Partners Asset Management
Virginia
$252K +$252K +11,397 New
MML Investors Services
95
MML Investors Services
Massachusetts
$232K +$232K +10,504 New
Lido Advisors
96
Lido Advisors
California
$222K -$53K -2,397 -19%
BWM
97
BCS Wealth Management
Tennessee
$221K – – –
GSB
98
Greenfield Savings Bank
Massachusetts
$217K -$15.2K -687 -7%
HC
99
Hara Capital
Washington
$206K -$90.6K -4,100 -31%
SF
100
Safeguard Financial
Wisconsin
$202K +$202K +9,148 New
2 3
4
5 6