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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

125 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
67
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.9M
2
Wells Fargo
2
Wells Fargo
California
$23.2M
3
UBS Group
3
UBS Group
Switzerland
$12.5M
4
SCM
4
Spreng Capital Management
Ohio
$5.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.04M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.71M
2
Jane Street
2
Jane Street
New York
$600K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
MA
4
Mutual Advisors
Nebraska
$0
5
AWG
5
Altus Wealth Group
Colorado
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.2M 1,051,024 +444,149 +73%
AP
2
Atwood & Palmer
Missouri
$22.4M 1,013,660 +71,685 +8%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M 673,401 +492,645 +273%
HCM
4
Hengehold Capital Management
Ohio
$13.6M 613,961 +24,218 +4%
Bank of America
5
Bank of America
North Carolina
$12.8M 580,574 +119,942 +26%
UBS Group
6
UBS Group
Switzerland
$12.5M 565,131 +303,316 +116%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.3M 557,475 +83,265 +18%
JAG
8
Journey Advisory Group
Kentucky
$11M 515,204 – –
WIM
9
Waycross Investment Management
Washington
$10M 452,943 +9,764 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.04M 363,830 +182,275 +100%
CIM
11
Confluence Investment Management
Missouri
$7.89M 357,157 -8,487 -2%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$7.17M 324,442 +181,036 +126%
PA
13
Probity Advisors
Texas
$6.13M 277,254 +33,783 +14%
FA
14
Fagan Associates
New York
$5.94M 268,497 +17,111 +7%
DADC
15
D.A. Davidson & Co
Montana
$5.58M 252,645 +27,159 +12%
SCM
16
Spreng Capital Management
Ohio
$5.24M 238,436 +238,436 New
SWM
17
Shelton Wealth Management
Texas
$5.02M 227,105 +33,982 +18%
RSWM
18
Robertson Stephens Wealth Management
California
$4.71M 212,862 +34,513 +19%
WWM
19
Whalen Wealth Management
Nevada
$3.97M 179,613 -6,870 -4%
EC
20
Estate Counselors
Wisconsin
$3.84M 173,667 -348 -0.2%
CTC
21
Central Trust Company
Missouri
$3.73M 168,836 +44,022 +35%
SWM
22
Stockman Wealth Management
Montana
$3.54M 159,991 +15,721 +11%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.92M 132,318 +91,640 +225%
1WM
24
1858 Wealth Management
Ohio
$2.85M 128,896 +1,533 +1%
Stifel Financial
25
Stifel Financial
Missouri
$2.7M 122,322 +6,570 +6%
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