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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
FF
3
Foronjy Financial
California
$5.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
HCM
5
Hengehold Capital Management
Ohio
$20.2M

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 Market Value Shares Shares
Change 		Shares
Change %
OPTFSNA
151
Old Point Trust & Financial Services N A
Virginia
$15.3K 700 +700 New
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$14.5K 663 +663 New
HNB
153
Huntington National Bank
Ohio
– – – –
CAM
154
Costello Asset Management
Pennsylvania
$10.2K 463 +4 +0.9%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$9.44K 431 -133 -24%
LCM
156
Logan Capital Management
Pennsylvania
$6.27K 286 – –
CFD
157
Creative Financial Designs
Indiana
$3.33K 152 – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.4K 64 – –
EC
159
Estate Counselors
Wisconsin
– – -178,276 Closed
1WM
160
1858 Wealth Management
Ohio
– – -133,257 Closed
LF
161
LifePlan Financial
Minnesota
– – -113,263 Closed
FWP
162
Forefront Wealth Partners
Texas
– – -59,831 Closed
SL
163
SWMG LLC
Texas
– – -26,567 Closed
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
– – -18,535 Closed
RW
165
REDW Wealth
New Mexico
– – -14,251 Closed
T
166
Tableaux
Massachusetts
– – -13,160 Closed
PCA
167
Prosperity Capital Advisors
Ohio
– – -11,884 Closed
Goldman Sachs
168
Goldman Sachs
New York
– – -10,125 Closed
BWM
169
BCS Wealth Management
Tennessee
– – -9,991 Closed
PTC
170
Private Trust Company
Ohio
– – -5,151 Closed
PA
171
PSI Advisors
Florida
– – -2,000 Closed
GWSG
172
GPS Wealth Strategies Group
Colorado
– – -1,078 Closed
Jones Financial Companies
173
Jones Financial Companies
Missouri
– – -136 Closed
HWM
174
Hemington Wealth Management
Virginia
$0 39 – –
3 4 5 6
7