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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 %
PWS
126
Precision Wealth Strategies
Missouri
$231K +$231K +10,546 New
TC
127
Trust Company
Kansas
$225K -$66 -3 -0%
AWM
128
Apollon Wealth Management
South Carolina
$220K +$1.05K +48 +0.5%
Lido Advisors
129
Lido Advisors
California
$219K +$811 +37 +0.4%
NG
130
Northstar Group
New York
$213K -$35.6K -1,622 -14%
GPA
131
Guidance Point Advisors
Massachusetts
$212K +$373 +17 +0.2%
SPIA
132
Steward Partners Investment Advisory
New York
$209K +$11.3K +517 +6%
EWS
133
Evergreen Wealth Solutions
Pennsylvania
$208K – – –
WT
134
Washington Trust
Rhode Island
$205K -$26.3K -1,200 -11%
CIAS
135
CFS Investment Advisory Services
New Jersey
$203K -$27.9K -1,269 -12%
BC
136
Barrett & Company
Rhode Island
$181K +$45.7K +2,085 +34%
PWA
137
Physician Wealth Advisors
Utah
$157K – – –
CTWM
138
Cherry Tree Wealth Management
Minnesota
$132K +$23.9K +1,089 +22%
HC
139
Hara Capital
Washington
$106K – – –
LWA
140
Lowe Wealth Advisors
Maryland
$95.8K -$23.6K -1,078 -20%
US Bancorp
141
US Bancorp
Minnesota
$89.8K +$11K +500 +14%
FPB
142
First PREMIER Bank
South Dakota
$78K -$1.01K -46 -1%
BOJHT
143
Bank of Jackson Hole Trust
Wyoming
$74.3K – – –
BWL
144
Bogart Wealth LLC
Virginia
$70.2K – – –
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$64.3K -$62.5K -2,853 -49%
GRP
146
Global Retirement Partners
California
$50.2K +$50.2K +2,289 New
CAL
147
Capital Analysts LLC
Pennsylvania
$47K – – –
TCM
148
TD Capital Management
Tennessee
$44.4K +$417 +19 +0.9%
Comerica Bank
149
Comerica Bank
Texas
$39.4K -$285 -13 -0.7%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$37.6K +$373 +17 +1%
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6
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