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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

73 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
73
Holders Change
+29
Holders Change %
+65.91%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
30
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Waycross Investment Management
Washington
$8.86M
2
Bank of America
2
Bank of America
North Carolina
$7.96M
3
1WM
3
1858 Wealth Management
Ohio
$2.8M
4
AWP
4
Accretive Wealth Partners
New Jersey
$2.16M
5
PA
5
Probity Advisors
Texas
$2.09M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$7.84M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$457K
3
Jane Street
3
Jane Street
New York
$914K
4
GRP
4
Global Retirement Partners
California
$49.7K
5
RCA
5
Resonant Capital Advisors
Wisconsin
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Atwood & Palmer
Missouri
$17.9M 821,920 +31,680 +4%
HCM
2
Hengehold Capital Management
Ohio
$12.7M 584,985 +8,024 +1%
Wells Fargo
3
Wells Fargo
California
$10.9M 499,299 +88,178 +21%
WIM
4
Waycross Investment Management
Washington
$8.86M 406,784 +406,784 New
Bank of America
5
Bank of America
North Carolina
$7.96M 365,551 +288,652 +375%
CIM
6
Confluence Investment Management
Missouri
$7.84M 360,028 -23,207 -6%
UBS Group
7
UBS Group
Switzerland
$3.13M 143,864 +37,360 +35%
1WM
8
1858 Wealth Management
Ohio
$2.8M 128,435 +128,435 New
DADC
9
D.A. Davidson & Co
Montana
$2.8M 128,419 +36,750 +40%
AWG
10
Altus Wealth Group
Colorado
$2.58M 118,414 +4,604 +4%
Stifel Financial
11
Stifel Financial
Missouri
$2.28M 104,723 +11,260 +12%
SWM
12
Stockman Wealth Management
Montana
$2.21M 101,347 +16,212 +19%
AWP
13
Accretive Wealth Partners
New Jersey
$2.16M 99,096 +99,096 New
LPL Financial
14
LPL Financial
California
$2.13M 97,839 +52,308 +115%
PA
15
Probity Advisors
Texas
$2.09M 96,009 +96,009 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.98M 90,880 +70,336 +342%
SWM
17
Shelton Wealth Management
Texas
$1.96M 90,125 +90,125 New
Ameriprise
18
Ameriprise
Minnesota
$1.93M 88,746 +88,746 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.74M 79,785 +13,139 +20%
Morgan Stanley
20
Morgan Stanley
New York
$1.64M 75,192 +71,136 +1,754%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.61M 73,785 +1,282 +2%
APW
22
Atlantic Private Wealth
North Carolina
$1.49M 68,381 +68,381 New
EH
23
Equitable Holdings
New York
$1.43M 65,442 +5,635 +9%
NA
24
NewEdge Advisors
Louisiana
$1.1M 50,731 +298 +0.6%
MCM
25
MV Capital Management
Maryland
$1.1M 50,620 +50,620 New
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