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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
IBTJ
216 hedge funds and large institutions have $1.07B invested in iShares iBonds Dec 2029 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 118 increasing their positions, 38 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
211% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 38
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
21% more capital invested
Capital invested by funds: $892M → $1.07B (+$183M)
7% more funds holding
Funds holding: 201 → 216 (+15)
2.84% more ownership
Funds ownership: 84.47% → 87.31% (+2.8%)
Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
2.66%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
25
Increased
118
Reduced
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FAC
Financial Advisory Corporation
Grand Rapids,
Michigan
|
+$33.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.2M |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$9.63M |
| 5 |
BlackRock
New York
|
+$8.79M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.58M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$2.47M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$1.79M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.23M |
| 5 |
FA
FF Advisors
Manhattan Beach,
California
|
-$765K |
