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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

143 hedge funds and large institutions have $341M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
80
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DP
1
Denver PWM
Colorado
$11.8M
2
MA
2
MKT Advisors
California
$9.11M
3
LPT
3
Legacy Private Trust
Wisconsin
$7.26M
4
Bank of America
4
Bank of America
North Carolina
$17.5M
5
UBS Group
5
UBS Group
Switzerland
$15.9M

Top Sellers

1
LF
1
LifePlan Financial
Minnesota
$0
2
Ameriprise
2
Ameriprise
Minnesota
$785K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$787K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Atwood & Palmer
Missouri
$23.2M 1,089,552 +75,892 +7%
Wells Fargo
2
Wells Fargo
California
$22.2M 1,040,314 -10,710 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$17.8M 833,210 +833,210 New
Bank of America
4
Bank of America
North Carolina
$17.5M 821,744 +241,170 +42%
UBS Group
5
UBS Group
Switzerland
$15.9M 745,436 +180,305 +32%
HCM
6
Hengehold Capital Management
Ohio
$13.7M 641,709 +27,748 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.5M 588,407 +30,932 +6%
DP
8
Denver PWM
Colorado
$11.8M 552,242 +552,242 New
JAG
9
Journey Advisory Group
Kentucky
$11M 515,204 – –
WIM
10
Waycross Investment Management
Washington
$9.74M 456,898 +3,955 +0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.74M 456,508 +92,678 +25%
MA
12
MKT Advisors
California
$9.11M 427,028 +427,028 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$8.13M 381,056 +56,614 +17%
CIM
14
Confluence Investment Management
Missouri
$7.7M 360,901 +3,744 +1%
PA
15
Probity Advisors
Texas
$7.51M 352,353 +75,099 +27%
LPT
16
Legacy Private Trust
Wisconsin
$7.26M 340,521 +340,521 New
SWM
17
Shelton Wealth Management
Texas
$6.48M 303,721 +76,616 +34%
FA
18
Fagan Associates
New York
$6.18M 289,759 +21,262 +8%
DADC
19
D.A. Davidson & Co
Montana
$5.86M 274,852 +22,207 +9%
SCM
20
Spreng Capital Management
Ohio
$5.23M 245,108 +6,672 +3%
RSWM
21
Robertson Stephens Wealth Management
California
$4.99M 234,130 +21,268 +10%
CTC
22
Central Trust Company
Missouri
$4.71M 220,809 +51,973 +31%
Morgan Stanley
23
Morgan Stanley
New York
$4.05M 189,955 +87,735 +86%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.04M 189,437 +69,304 +58%
WWM
25
Whalen Wealth Management
Nevada
$3.85M 180,602 +989 +0.6%
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