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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 %
CIA
76
Compass Ion Advisors
Pennsylvania
$832K +$302K +13,767 +57%
SB
77
Strategic Blueprint
Georgia
$825K +$477K +21,753 +137%
EW
78
Evexia Wealth
Wisconsin
$797K -$533K -24,504 -40%
OPA
79
Old Port Advisors
Maine
$779K -$283K -12,913 -27%
LIM
80
Leavell Investment Management
Alabama
$779K +$378K +17,233 +94%
SWP
81
Stratos Wealth Partners
Ohio
$701K -$22.1K -1,007 -3%
BAM
82
Belpointe Asset Management
Nevada
$698K +$467K +21,296 +202%
RFG
83
RFP Financial Group
Georgia
$660K -$568K -25,912 -46%
FFG
84
Foundry Financial Group
New Hampshire
$658K -$142K -6,478 -18%
DSC
85
Duncker Streett & Co
Missouri
$612K – – –
BSTWA
86
Blake Schutter Theil Wealth Advisors
Ohio
$529K -$12.2K -555 -2%
APW
87
Austin Private Wealth
Texas
$526K -$13.5K -618 -3%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$506K -$31.3K -1,429 -6%
GHA
89
Granite Harbor Advisors
Texas
$501K +$19.2K +874 +4%
SWMG
90
Signature Wealth Management Group
Georgia
$500K -$24.5K -1,118 -5%
JSA
91
Jim Saulnier & Associates
Colorado
$488K +$231K +10,531 +90%
Cerity Partners
92
Cerity Partners
New York
$473K -$2.43K -111 -0.5%
SRC
93
Shufro Rose & Co
New York
$455K -$1.57K -72 -0.3%
ADL
94
Asset Dedication LLC
California
$448K +$79.4K +3,621 +22%
GSB
95
Greenfield Savings Bank
Massachusetts
$419K +$10.3K +468 +3%
MML Investors Services
96
MML Investors Services
Massachusetts
$404K +$106K +4,851 +36%
HBT
97
Heartland Bank & Trust
Illinois
$402K +$12.2K +556 +3%
JCM
98
Jacobi Capital Management
Pennsylvania
$399K +$24.3K +1,110 +6%
HI
99
Harbour Investments
Wisconsin
$398K +$164K +7,487 +70%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$391K +$391K +17,847 New
2 3
4
5 6