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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 %
PJSIMP
101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K 17,504 +24 +0.1%
CIA
102
Capital Investment Advisors
Georgia
$372K 16,966 +2,623 +18%
TCA
103
Transcend Capital Advisors
New Jersey
$349K 15,925 -31,000 -66%
MPPLM
104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K 15,864 +6,022 +61%
CL
105
COWA LLC
Oklahoma
$345K 15,725 – –
TWM
106
Trinity Wealth Management
Pennsylvania
$343K 15,668 +307 +2%
FW
107
FullCircle Wealth
Texas
$343K 15,672 – –
DWM
108
DecisionMap Wealth Management
Virginia
$343K 15,639 +2,721 +21%
MFG
109
Merit Financial Group
Georgia
$333K 15,184 +15,184 New
CF
110
Cyr Financial
Illinois
$331K 15,095 +15,095 New
CCM
111
Coldstream Capital Management
Washington
$311K 14,181 – –
CBT
112
Crews Bank & Trust
Florida
$310K 14,160 +460 +3%
PP
113
Prosperity Planning
Missouri
– – – –
JIR
114
James Investment Research
Ohio
$300K 13,696 – –
SWP
115
Summit Wealth Partners
Florida
$282K 12,080 +12,080 New
PS
116
Principal Securities
Iowa
$279K 12,746 – –
LWM
117
Liberty Wealth Management
California
$277K 12,644 +12,644 New
RCA
118
Resonant Capital Advisors
Wisconsin
$265K 12,079 – –
JIP
119
Jaffetilchin Investment Partners
Florida
$262K 11,946 +117 +1%
EW
120
Element Wealth
Mississippi
$260K 11,876 +2,307 +24%
HFA
121
Highland Financial Advisors
New Jersey
$256K 11,698 – –
KAS
122
Kestra Advisory Services
Texas
$254K 11,569 +11,569 New
Bank of New York Mellon
123
Bank of New York Mellon
New York
$239K 10,898 -3,158 -22%
HA
124
Hamel Associates
New Jersey
$238K 10,846 +10,846 New
PWS
125
Precision Wealth Strategies
Missouri
$231K 10,546 +10,546 New
3 4
5
6 7