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

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.78M
2
AWG
2
Altus Wealth Group
Colorado
$0
3
Bank of America
3
Bank of America
North Carolina
$16.5M
4
CL
4
COWA LLC
Oklahoma
$342K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
76
Reliant Wealth Planning
Kentucky
$864K – – –
CSP
77
Cary Street Partners
Virginia
$864K +$50K +2,298 +6%
SCA
78
Snowden Capital Advisors
New York
$851K – – –
AC
79
Apella Capital
Connecticut
$836K +$480K +22,132 +135%
FFG
80
Foundry Financial Group
New Hampshire
$795K +$179K +8,221 +29%
MBT
81
Montecito Bank & Trust
California
$781K +$554K +25,470 +244%
SWP
82
Stratos Wealth Partners
Ohio
$718K -$108K -4,943 -13%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$718K +$258K +11,836 +56%
KIM
84
Kestra Investment Management
Texas
$691K +$534K +24,545 +341%
DSC
85
Duncker Streett & Co
Missouri
$608K – – –
SL
86
SWMG LLC
Texas
$580K +$580K +26,567 New
BSTWA
87
Blake Schutter Theil Wealth Advisors
Ohio
$538K +$50.9K +2,336 +10%
APW
88
Austin Private Wealth
Texas
$536K +$256K +11,768 +91%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$534K +$112K +5,161 +27%
CIA
90
Compass Ion Advisors
Pennsylvania
$527K – – –
SWMG
91
Signature Wealth Management Group
Georgia
$520K +$98.8K +4,537 +23%
GHA
92
Granite Harbor Advisors
Texas
$479K +$15.3K +702 +3%
Cerity Partners
93
Cerity Partners
New York
$472K +$588 +27 +0.1%
SRC
94
Shufro Rose & Co
New York
$457K +$457K +20,983 New
GSB
95
Greenfield Savings Bank
Massachusetts
$406K -$4.66K -214 -1%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$404K -$400K -18,390 -50%
LIM
97
Leavell Investment Management
Alabama
$398K +$64K +2,939 +19%
HBT
98
Heartland Bank & Trust
Illinois
$387K +$387K +17,794 New
PJSIMP
99
P.J. Schmidt Investment Management (PJS)
Wisconsin
$381K -$29.5K -1,357 -7%
JCM
100
Jacobi Capital Management
Pennsylvania
$372K +$283 +13 +0.1%
2 3
4
5 6