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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

163 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
163
Holders Change
+20
Holders Change %
+13.99%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
31
Increased
86
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$32.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$17.5M
3
BEI
3
Benjamin Edwards Inc
Missouri
$14.4M
4
Wells Fargo
4
Wells Fargo
California
$31.3M
5
E3F
5
Eight 31 Financial
Texas
$8.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.78M
2
AWG
2
Altus Wealth Group
Colorado
$0
3
Bank of America
3
Bank of America
North Carolina
$16.5M
4
CL
4
COWA LLC
Oklahoma
$342K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$32.8M 1,508,488 +1,508,488 New
Wells Fargo
2
Wells Fargo
California
$31.3M 1,439,491 +399,177 +38%
AP
3
Atwood & Palmer
Missouri
$24.8M 1,138,479 +48,927 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$18.6M 854,872 +21,662 +3%
Stifel Financial
5
Stifel Financial
Missouri
$17.5M 803,005 +675,460 +530%
UBS Group
6
UBS Group
Switzerland
$17.1M 785,917 +40,481 +5%
Bank of America
7
Bank of America
North Carolina
$16.5M 758,661 -63,083 -8%
HCM
8
Hengehold Capital Management
Ohio
$16.3M 746,617 +104,908 +16%
JAG
9
Journey Advisory Group
Kentucky
$15.3M 704,956 +189,752 +37%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.1M 691,740 +235,232 +52%
BEI
11
Benjamin Edwards Inc
Missouri
$14.4M 659,217 +637,608 +2,951%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.9M 637,870 +49,463 +8%
DP
13
Denver PWM
Colorado
$13.7M 629,081 +76,839 +14%
CIM
14
Confluence Investment Management
Missouri
$11.6M 534,836 +173,935 +48%
WIM
15
Waycross Investment Management
Washington
$9.89M 454,081 -2,817 -0.6%
MA
16
MKT Advisors
California
$9.71M 444,890 +17,862 +4%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$9.36M 429,969 +48,913 +13%
LPT
18
Legacy Private Trust
Wisconsin
$8.68M 398,735 +58,214 +17%
E3F
19
Eight 31 Financial
Texas
$8.21M 377,061 +377,061 New
PA
20
Probity Advisors
Texas
$8.18M 375,835 +23,482 +7%
Morgan Stanley
21
Morgan Stanley
New York
$7.62M 350,017 +160,062 +84%
SWM
22
Shelton Wealth Management
Texas
$7.28M 334,348 +30,627 +10%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$7.27M 333,819 +244,309 +273%
LPL Financial
24
LPL Financial
California
$6.48M 297,756 +173,854 +140%
WMS
25
Wealth Management Strategies
Pennsylvania
$6.47M 297,293 +269,448 +968%
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