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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

36 hedge funds and large institutions have $49.2M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWG
1
Altus Wealth Group
Colorado
$2.48M
2
UBS Group
2
UBS Group
Switzerland
$2.12M
3
FTUS
3
Flow Traders U.S.
New York
$2.01M
4
Wells Fargo
4
Wells Fargo
California
$6.95M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.44M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$284K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
NA
3
NewEdge Advisors
Louisiana
$1.21M
4
KF
4
Krilogy Financial
Missouri
$260K
5
Jane Street
5
Jane Street
New York
$910K
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Hengehold Capital Management
Ohio
$12.2M 551,710 +20,672 +4%
CIM
2
Confluence Investment Management
Missouri
$8.64M 389,647 +14,885 +4%
Wells Fargo
3
Wells Fargo
California
$6.95M 313,467 +83,294 +36%
AWG
4
Altus Wealth Group
Colorado
$2.48M 111,713 +111,713 New
UBS Group
5
UBS Group
Switzerland
$2.12M 95,413 +95,087 +29,168%
FTUS
6
Flow Traders U.S.
New York
$2.01M 90,507 +90,507 New
DADC
7
D.A. Davidson & Co
Montana
$1.88M 84,776 +524 +0.6%
Stifel Financial
8
Stifel Financial
Missouri
$1.8M 81,181 +3,128 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.52M 68,732 +204 +0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.44M 65,034 +65,034 New
NA
11
NewEdge Advisors
Louisiana
$1.21M 54,399 -2,537 -4%
EH
12
Equitable Holdings
New York
$1.07M 48,097 +6,458 +16%
Citadel Advisors
13
Citadel Advisors
Florida
$1.03M 46,588 +12,684 +37%
Jane Street
14
Jane Street
New York
$910K 41,029 -1,155 -3%
RCA
15
Resonant Capital Advisors
Wisconsin
$521K 23,512 +1,085 +5%
LPL Financial
16
LPL Financial
California
$492K 22,205 +2,856 +15%
SWM
17
Stockman Wealth Management
Montana
$430K 19,418 +19,418 New
PPW
18
Parcion Private Wealth
Washington
$284K 12,790 -67,130 -84%
CA
19
Cetera Advisors
Colorado
$274K 12,350 +12,350 New
KF
20
Krilogy Financial
Missouri
$260K 11,726 -1,727 -13%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$239K 10,794 +7,766 +256%
CAN
22
Cetera Advisor Networks
California
$237K 10,690 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$212K 9,554 +9,554 New
Osaic Holdings
24
Osaic Holdings
Arizona
$207K 9,323 +520 +6%
Cerity Partners
25
Cerity Partners
New York
$202K 9,127 +9,127 New
1
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