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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

158 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
158
Holders Change
-6
Holders Change %
-3.66%
% of All Funds
2.12%
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 %
PJSIMP
101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K +$526 +24 +0.1%
CIA
102
Capital Investment Advisors
Georgia
$372K +$57.5K +2,623 +18%
TCA
103
Transcend Capital Advisors
New Jersey
$349K -$680K -31,000 -66%
MPPLM
104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K +$132K +6,022 +61%
CL
105
COWA LLC
Oklahoma
$345K – – –
TWM
106
Trinity Wealth Management
Pennsylvania
$343K +$6.73K +307 +2%
FW
107
FullCircle Wealth
Texas
$343K – – –
DWM
108
DecisionMap Wealth Management
Virginia
$343K +$59.6K +2,721 +21%
MFG
109
Merit Financial Group
Georgia
$333K +$333K +15,184 New
CF
110
Cyr Financial
Illinois
$331K +$331K +15,095 New
CCM
111
Coldstream Capital Management
Washington
$311K – – –
CBT
112
Crews Bank & Trust
Florida
$310K +$10.1K +460 +3%
PP
113
Prosperity Planning
Missouri
$307K -$292K – –
CFGL
114
Cambridge Financial Group, LLC
Arizona
$304K – – –
JIR
115
James Investment Research
Ohio
$300K – – –
SWP
116
Summit Wealth Partners
Florida
$282K +$282K +12,080 New
PS
117
Principal Securities
Iowa
$279K – – –
LWM
118
Liberty Wealth Management
California
$277K +$277K +12,644 New
RCA
119
Resonant Capital Advisors
Wisconsin
$265K – – –
JIP
120
Jaffetilchin Investment Partners
Florida
$262K +$2.57K +117 +1%
EW
121
Element Wealth
Mississippi
$260K +$50.6K +2,307 +24%
HFA
122
Highland Financial Advisors
New Jersey
$256K – – –
KAS
123
Kestra Advisory Services
Texas
$254K +$254K +11,569 New
Bank of New York Mellon
124
Bank of New York Mellon
New York
$239K -$69.2K -3,158 -22%
HA
125
Hamel Associates
New Jersey
$238K +$238K +10,846 New
3 4
5
6 7