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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 %
AWM
151
AllSquare Wealth Management
New York
$20.4K – – –
OPTFSNA
152
Old Point Trust & Financial Services N A
Virginia
$15.3K +$15.3K +700 New
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$14.5K +$14.5K +663 New
HNB
154
Huntington National Bank
Ohio
$13.5K – – –
CAM
155
Costello Asset Management
Pennsylvania
$10.2K +$88 +4 +0.9%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$9.44K -$2.91K -133 -24%
LCM
157
Logan Capital Management
Pennsylvania
$6.27K – – –
CFD
158
Creative Financial Designs
Indiana
$3.33K – – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$1.4K – – –
EC
160
Estate Counselors
Wisconsin
– -$3.88M -178,276 Closed
1WM
161
1858 Wealth Management
Ohio
– -$2.9M -133,257 Closed
LF
162
LifePlan Financial
Minnesota
– -$2.62M -113,263 Closed
FWP
163
Forefront Wealth Partners
Texas
– -$1.3M -59,831 Closed
SL
164
SWMG LLC
Texas
– -$580K -26,567 Closed
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
– -$404K -18,535 Closed
RW
166
REDW Wealth
New Mexico
– -$310K -14,251 Closed
T
167
Tableaux
Massachusetts
– -$286K -13,160 Closed
PCA
168
Prosperity Capital Advisors
Ohio
– -$258K -11,884 Closed
Goldman Sachs
169
Goldman Sachs
New York
– -$220K -10,125 Closed
BWM
170
BCS Wealth Management
Tennessee
– -$218K -9,991 Closed
PTC
171
Private Trust Company
Ohio
– -$112K -5,151 Closed
PA
172
PSI Advisors
Florida
– -$43.5K -2,000 Closed
GWSG
173
GPS Wealth Strategies Group
Colorado
– -$23.5K -1,078 Closed
Jones Financial Companies
174
Jones Financial Companies
Missouri
– -$2.96K -136 Closed
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