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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 %
EW
101
Element Wealth
Mississippi
$157K +$157K +7,114 New
TC
102
Trust Company
Kansas
$143K +$143K +6,446 New
SPIA
103
Steward Partners Investment Advisory
New York
$139K +$99.8K +4,514 +254%
FCA
104
FinTrust Capital Advisors
South Carolina
$118K +$66 +3 +0.1%
US Bancorp
105
US Bancorp
Minnesota
$79.5K +$38K +1,720 +92%
CTWM
106
Cherry Tree Wealth Management
Minnesota
$79.1K +$8.05K +364 +11%
FPB
107
First PREMIER Bank
South Dakota
$77K – – –
BWL
108
Bogart Wealth LLC
Virginia
$70.8K – – –
PA
109
Parallel Advisors
California
$61.5K +$61.5K +2,781 New
SWC
110
Spectrum Wealth Counsel
Indiana
$50.7K – – –
GRP
111
Global Retirement Partners
California
$50.6K – – –
FFA
112
Farther Finance Advisors
California
$50K +$50K +2,261 New
CAL
113
Capital Analysts LLC
Pennsylvania
$47K – – –
TCM
114
TD Capital Management
Tennessee
$43.5K +$420 +19 +1%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$36.9K +$355 +16 +1%
EPW
116
Evergreen Private Wealth
Colorado
$25.8K – – –
AF
117
Allworth Financial
California
$21K – – –
KHC
118
Koesten Hirschmann & Crabtree
Kansas
$17.1K -$147K -6,650 -90%
Comerica Bank
119
Comerica Bank
Texas
$14.1K – – –
CAM
120
Costello Asset Management
Pennsylvania
$9.95K +$9.95K +450 New
BC
121
Barrett & Company
Rhode Island
$8.84K – – –
LCM
122
Logan Capital Management
Pennsylvania
$6.32K +$6.32K +286 New
CFD
123
Creative Financial Designs
Indiana
$3.36K +$3.36K +152 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.42K – – –
POIA
125
Pin Oak Investment Advisors
Texas
$1K +$1K +83 New
2 3 4
5
6