IBTJ icon

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
UCFA
3
United Capital Financial Advisors
Texas
$10.7M
4
HCM
4
Hengehold Capital Management
Ohio
$20.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.1M

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 Holding Trade Value Shares
Change 		Shares
Change %
TC
126
Trust Company
Kansas
$225K -$66 -3 -0%
AWM
127
Apollon Wealth Management
South Carolina
$220K +$1.05K +48 +0.5%
Lido Advisors
128
Lido Advisors
California
$219K +$811 +37 +0.4%
NG
129
Northstar Group
New York
$213K -$35.6K -1,622 -14%
GPA
130
Guidance Point Advisors
Massachusetts
$212K +$373 +17 +0.2%
SPIA
131
Steward Partners Investment Advisory
New York
$209K +$11.3K +517 +6%
EWS
132
Evergreen Wealth Solutions
Pennsylvania
$208K – – –
WT
133
Washington Trust
Rhode Island
$205K -$26.3K -1,200 -11%
CIAS
134
CFS Investment Advisory Services
New Jersey
$203K -$27.9K -1,269 -12%
BC
135
Barrett & Company
Rhode Island
$181K +$45.7K +2,085 +34%
PWA
136
Physician Wealth Advisors
Utah
$157K – – –
CTWM
137
Cherry Tree Wealth Management
Minnesota
$132K +$23.9K +1,089 +22%
HC
138
Hara Capital
Washington
$106K – – –
LWA
139
Lowe Wealth Advisors
Maryland
$95.8K -$23.6K -1,078 -20%
US Bancorp
140
US Bancorp
Minnesota
$89.8K +$11K +500 +14%
FPB
141
First PREMIER Bank
South Dakota
$78K -$1.01K -46 -1%
BOJHT
142
Bank of Jackson Hole Trust
Wyoming
$74.3K – – –
BWL
143
Bogart Wealth LLC
Virginia
$70.2K – – –
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$64.3K -$62.5K -2,853 -49%
GRP
145
Global Retirement Partners
California
$50.2K +$50.2K +2,289 New
CAL
146
Capital Analysts LLC
Pennsylvania
$47K – – –
TCM
147
TD Capital Management
Tennessee
$44.4K +$417 +19 +0.9%
Comerica Bank
148
Comerica Bank
Texas
$39.4K -$285 -13 -0.7%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$37.6K +$373 +17 +1%
AWM
150
AllSquare Wealth Management
New York
$20.4K – – –
3 4 5
6
7