IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

163 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+20
Holders Change %
+13.99%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
31
Increased
86
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
TRUE Private Wealth Advisors
Oregon
$32.8M
2
Stifel Financial
Stifel Financial
Missouri
$17.5M
3
BEI
Benjamin Edwards Inc
Missouri
$14.4M
4
Wells Fargo
Wells Fargo
California
$31.3M
5
E3F
Eight 31 Financial
Texas
$8.21M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.78M
2
AWG
Altus Wealth Group
Colorado
$0
3
Bank of America
Bank of America
North Carolina
$16.5M
4
CL
COWA LLC
Oklahoma
$342K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$46K – – –
TCM
152
TD Capital Management
Tennessee
$43.7K +$283 +13 +0.7%
PA
153
PSI Advisors
Florida
$43.5K – – –
Comerica Bank
154
Comerica Bank
Texas
$39.4K -$305 -14 -0.8%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$37K +$218 +10 +0.6%
GWSG
156
GPS Wealth Strategies Group
Colorado
$23.5K +$23.5K +1,078 New
AWM
157
AllSquare Wealth Management
New York
$20.2K +$20.2K +930 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$12.3K +$12.3K +564 New
CAM
159
Costello Asset Management
Pennsylvania
$9.99K +$65 +3 +0.7%
LCM
160
Logan Capital Management
Pennsylvania
$6.23K – – –
CFD
161
Creative Financial Designs
Indiana
$3.31K – – –
Jones Financial Companies
162
Jones Financial Companies
Missouri
$2.96K +$2.96K +136 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$1.39K – – –
AWG
164
Altus Wealth Group
Colorado
– -$1.41M -66,063 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
– -$805K -37,738 Closed
Jane Street
166
Jane Street
New York
– -$433K -20,287 Closed
MFG
167
Mendota Financial Group
Wisconsin
– -$334K -15,663 Closed
KAS
168
Kestra Advisory Services
Texas
– -$286K -13,407 Closed
KBFS
169
Kohmann Bosshard Financial Services
Ohio
– -$47.1K -2,209 Closed
EPW
170
Evergreen Private Wealth
Colorado
– -$24.9K -1,168 Closed
VWM
171
Venturi Wealth Management
Texas
– -$16.4K -768 Closed
FFA
172
Farther Finance Advisors
California
– -$12.6K -589 Closed
WT
173
Whittier Trust
California
– -$3.79K -178 Closed
3 4 5 6
7