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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

143 hedge funds and large institutions have $341M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
80
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DP
1
Denver PWM
Colorado
$11.8M
2
MA
2
MKT Advisors
California
$9.11M
3
LPT
3
Legacy Private Trust
Wisconsin
$7.26M
4
Bank of America
4
Bank of America
North Carolina
$17.5M
5
UBS Group
5
UBS Group
Switzerland
$15.9M

Top Sellers

1
LF
1
LifePlan Financial
Minnesota
$0
2
Ameriprise
2
Ameriprise
Minnesota
$785K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$787K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
APW
101
Austin Private Wealth
Texas
$274K 12,865 +12,865 New
PS
102
Principal Securities
Iowa
$272K 12,746 +96 +0.8%
PCA
103
Prosperity Capital Advisors
Ohio
$262K 12,286 -137 -1%
CIA
104
Capital Investment Advisors
Georgia
$260K 12,177 +12,177 New
PP
105
Prosperity Planning
Missouri
– – – –
BAM
106
Belpointe Asset Management
Nevada
$254K 11,580 +35 +0.3%
HFA
107
Highland Financial Advisors
New Jersey
$249K 11,698 – –
JSA
108
Jim Saulnier & Associates
Colorado
$246K 11,557 -16,568 -59%
MBT
109
Montecito Bank & Trust
California
$222K 10,424 +10,424 New
CCM
110
Coldstream Capital Management
Washington
$215K 10,083 +10,083 New
BWM
111
BCS Wealth Management
Tennessee
$213K 9,991 – –
Lido Advisors
112
Lido Advisors
California
$212K 9,940 -101 -1%
EW
113
Element Wealth
Mississippi
$204K 9,569 +2,455 +35%
AF
114
Allworth Financial
California
$202K 9,474 +8,526 +899%
TC
115
Trust Company
Kansas
$168K 7,894 +1,448 +22%
KIM
116
Kestra Investment Management
Texas
$154K 7,203 +7,203 New
SWC
117
Spectrum Wealth Counsel
Indiana
$112K 5,266 +2,973 +130%
HC
118
Hara Capital
Washington
$103K 4,832 -4,489 -48%
BC
119
Barrett & Company
Rhode Island
$100K 4,700 +4,300 +1,075%
PWA
120
Physician Wealth Advisors
Utah
$100K 4,694 +4,694 New
CTWM
121
Cherry Tree Wealth Management
Minnesota
$93.6K 4,389 +809 +23%
FPB
122
First PREMIER Bank
South Dakota
$77K 3,612 +130 +4%
US Bancorp
123
US Bancorp
Minnesota
$76.7K 3,595 – –
BWL
124
Bogart Wealth LLC
Virginia
$68.3K 3,204 – –
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$68.2K 3,200 +3,200 New
3 4
5
6 7