ISHARES IBONDS DEC 2029 TERM (IBTJ) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2029 TERM (IBTJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Bank Of America Corp, Mercer Global Advisors Inc, and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+9,3529,352$202.48KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+217,198+63.1%561,142$12.15MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+243,655+10.4%2,580,593$55.87MQ2 2026Aug 19, 2026
Denver Pwm, LlcBuy+12,832+1.9%685,352$14.79MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+629+3.7%17,538$379.70KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+75,731+6.3%1,273,661$27.56MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+34,960+6.4%577,575$12.50MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,039,0131,039,013$22.48MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-524,038-22.9%1,766,489$38.24MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+305,503+12.4%2,763,412$59.83MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-136,741-8.7%1,434,792$31.06MQ2 2026Aug 14, 2026
Kintra Wealth, LlcSell-117,010-92.5%9,500$205.06KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+49,69449,694$1.08MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+40,244+202.7%60,101$1.30MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+24,23424,234$524.67KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+11,90111,901$257.66KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-5,882-3.2%178,850$3.87MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-5,779-30.8%12,969$280.78KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+5,500+20.4%32,450$702.54KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,8823,882$84.04KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3,863-2.1%182,778$3.96MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,223+0.8%290,713$6.30MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-1,045-7.2%13,426$290.67KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-670-1.5%42,790$926.39KQ2 2026Aug 14, 2026
Element Wealth, LlcBuy+137+1.0%14,521$314.38KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-30-0.3%9,530$206.33KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+5+0.0%48,658$1.05MQ2 2026Aug 14, 2026
Portland Global Advisors LlcBuy+178,937178,937$3.87MQ2 2026Aug 13, 2026
Morgan StanleyBuy+65,398+1.9%3,449,133$74.67MQ2 2026Aug 13, 2026
Baltimore-Washington Financial Advisors, Inc.Buy+30,910+13.9%253,729$5.49MQ2 2026Aug 13, 2026
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Frequently asked questions about IBTJ activity

  • Which institutional owners are buying IBTJ?

    Institutional owners buying IBTJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBTJ activity?

    "Buy" means an investor increased their reported position in IBTJ compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2029 TERM (IBTJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBTJ increasing?

    Institutional interest in IBTJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.