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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Overview Fund Activity

157 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
13
Increased
88
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
TRUE Private Wealth Advisors
Oregon
+$9.46M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.13M
3
UCFA
United Capital Financial Advisors
Texas
+$4.46M
4
HCM
Hengehold Capital Management
Ohio
+$3.83M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.71M

Top Sellers

1
AP
Atwood & Palmer
Missouri
-$5.16M
2
EC
Estate Counselors
Wisconsin
-$3.88M
3
1WM
1858 Wealth Management
Ohio
-$2.9M
4
LF
LifePlan Financial
Minnesota
-$2.62M
5
NA
NewEdge Advisors
Louisiana
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$42.5M +$9.46M +431,583 +29%
Wells Fargo
2
Wells Fargo
California
$33M +$1.42M +64,872 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$22.4M +$3.62M +165,261 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.3M +$6.13M +279,747 +40%
UBS Group
5
UBS Group
Switzerland
$20.2M +$2.99M +136,270 +17%
HCM
6
Hengehold Capital Management
Ohio
$20.2M +$3.83M +174,926 +23%
AP
7
Atwood & Palmer
Missouri
$19.8M -$5.16M -235,239 -21%
Stifel Financial
8
Stifel Financial
Missouri
$18M +$409K +18,672 +2%
Bank of America
9
Bank of America
North Carolina
$15.9M -$755K -34,424 -5%
JAG
10
Journey Advisory Group
Kentucky
$15.7M +$259K +11,834 +2%
DP
11
Denver PWM
Colorado
$15.1M +$1.35M +61,367 +10%
BEI
12
Benjamin Edwards Inc
Missouri
$14.6M +$105K +4,807 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.2M +$233K +10,609 +2%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$13.1M +$3.71M +169,410 +39%
CIM
15
Confluence Investment Management
Missouri
$11.7M -$66.3K -3,026 -0.6%
UCFA
16
United Capital Financial Advisors
Texas
$10.7M +$4.46M +203,477 +72%
MA
17
MKT Advisors
California
$10.1M +$369K +16,932 +4%
WIM
18
Waycross Investment Management
Washington
$9.97M +$19.9K +909 +0.2%
LPT
19
Legacy Private Trust
Wisconsin
$9.07M +$332K +15,128 +4%
PA
20
Probity Advisors
Texas
$8.63M +$392K +17,906 +5%
Morgan Stanley
21
Morgan Stanley
New York
$8.02M +$348K +15,892 +5%
E3F
22
Eight 31 Financial
Texas
$7.75M -$512K -23,375 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$7.64M +$321K +14,641 +4%
SWM
24
Shelton Wealth Management
Texas
$7.62M +$291K +13,284 +4%
LPL Financial
25
LPL Financial
California
$7.39M +$866K +39,524 +13%
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