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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

93 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+20
Holders Change %
+27.4%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$10.4M
2
FA
2
Fagan Associates
New York
$4.83M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.39M
5
SCM
5
SCS Capital Management
Massachusetts
$2.38M

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
LPL Financial
5
LPL Financial
California
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Atwood & Palmer
Missouri
$19.9M 926,690 +104,770 +13%
HCM
2
Hengehold Capital Management
Ohio
$12.5M 579,247 -5,738 -1%
Wells Fargo
3
Wells Fargo
California
$12.4M 574,542 +75,243 +15%
JAG
4
Journey Advisory Group
Kentucky
$10.4M 483,446 +483,446 New
WIM
5
Waycross Investment Management
Washington
$9.39M 436,594 +29,810 +7%
Bank of America
6
Bank of America
North Carolina
$8.31M 386,698 +21,147 +6%
CIM
7
Confluence Investment Management
Missouri
$7.88M 366,684 +6,656 +2%
UBS Group
8
UBS Group
Switzerland
$5.34M 248,205 +104,341 +73%
FA
9
Fagan Associates
New York
$4.83M 224,505 +224,505 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.79M 222,929 +132,049 +145%
DADC
11
D.A. Davidson & Co
Montana
$4.15M 193,238 +64,819 +50%
PA
12
Probity Advisors
Texas
$3.9M 181,583 +85,574 +89%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.28M 152,344 +78,559 +106%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.08M 143,008 +63,223 +79%
SWM
15
Shelton Wealth Management
Texas
$2.85M 132,735 +42,610 +47%
1WM
16
1858 Wealth Management
Ohio
$2.8M 128,435 – –
SWM
17
Stockman Wealth Management
Montana
$2.69M 125,276 +23,929 +24%
Citadel Advisors
18
Citadel Advisors
Florida
$2.39M 111,222 +111,222 New
SCM
19
SCS Capital Management
Massachusetts
$2.38M 110,929 +110,929 New
AWG
20
Altus Wealth Group
Colorado
$2.37M 110,387 -8,027 -7%
Stifel Financial
21
Stifel Financial
Missouri
$2.26M 105,024 +301 +0.3%
AWP
22
Accretive Wealth Partners
New Jersey
$2.25M 106,316 +7,220 +7%
Ameriprise
23
Ameriprise
Minnesota
$2.04M 94,685 +5,939 +7%
CTC
24
Central Trust Company
Missouri
$1.95M 90,594 +49,760 +122%
APW
25
Atlantic Private Wealth
North Carolina
$1.89M 87,687 +19,306 +28%
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