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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 %
ADL
101
Asset Dedication LLC
California
$366K +$51.3K +2,357 +16%
SB
102
Strategic Blueprint
Georgia
$346K +$346K +15,901 New
FW
103
FullCircle Wealth
Texas
$343K +$343K +15,672 New
CL
104
COWA LLC
Oklahoma
$342K -$856K -39,335 -71%
TWM
105
Trinity Wealth Management
Pennsylvania
$334K +$1.98K +91 +0.6%
SF
106
Safeguard Financial
Wisconsin
$329K +$1.35K +62 +0.4%
CIA
107
Capital Investment Advisors
Georgia
$312K +$47.2K +2,166 +18%
RW
108
REDW Wealth
New Mexico
$310K – – –
CCM
109
Coldstream Capital Management
Washington
$309K +$89.2K +4,098 +41%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$306K +$306K +14,056 New
CBT
111
Crews Bank & Trust
Florida
$298K -$20.7K -950 -6%
JIR
112
James Investment Research
Ohio
$298K – – –
MML Investors Services
113
MML Investors Services
Massachusetts
$295K -$9.96K -458 -3%
PP
114
Prosperity Planning
Missouri
$292K -$256K – –
T
115
Tableaux
Massachusetts
$286K +$286K +13,160 New
DWM
116
DecisionMap Wealth Management
Virginia
$281K – – –
PS
117
Principal Securities
Iowa
$272K – – –
RCA
118
Resonant Capital Advisors
Wisconsin
$263K -$46.9K -2,156 -15%
PCA
119
Prosperity Capital Advisors
Ohio
$258K -$8.74K -402 -3%
JIP
120
Jaffetilchin Investment Partners
Florida
$258K +$258K +11,829 New
JSA
121
Jim Saulnier & Associates
Colorado
$256K +$4.07K +187 +2%
HFA
122
Highland Financial Advisors
New Jersey
$255K – – –
NG
123
Northstar Group
New York
$247K +$247K +11,342 New
HI
124
Harbour Investments
Wisconsin
$232K +$207K +9,512 +822%
WT
125
Washington Trust
Rhode Island
$230K -$54.4K -2,500 -19%
3 4
5
6 7