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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +9,352 | — | 9,352 | $202.48K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +217,198 | +63.1% | 561,142 | $12.15M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +243,655 | +10.4% | 2,580,593 | $55.87M | Q2 2026 | Aug 19, 2026 |
| Denver Pwm, Llc | Buy | +12,832 | +1.9% | 685,352 | $14.79M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +629 | +3.7% | 17,538 | $379.70K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +75,731 | +6.3% | 1,273,661 | $27.56M | Q2 2026 | Aug 17, 2026 |
| Wealth Management Strategies, Inc. | Buy | +34,960 | +6.4% | 577,575 | $12.50M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,039,013 | — | 1,039,013 | $22.48M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -524,038 | -22.9% | 1,766,489 | $38.24M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +305,503 | +12.4% | 2,763,412 | $59.83M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -136,741 | -8.7% | 1,434,792 | $31.06M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Sell | -117,010 | -92.5% | 9,500 | $205.06K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +49,694 | — | 49,694 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +40,244 | +202.7% | 60,101 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +24,234 | — | 24,234 | $524.67K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +11,901 | — | 11,901 | $257.66K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -5,882 | -3.2% | 178,850 | $3.87M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -5,779 | -30.8% | 12,969 | $280.78K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +5,500 | +20.4% | 32,450 | $702.54K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +3,882 | — | 3,882 | $84.04K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -3,863 | -2.1% | 182,778 | $3.96M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,223 | +0.8% | 290,713 | $6.30M | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -1,045 | -7.2% | 13,426 | $290.67K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -670 | -1.5% | 42,790 | $926.39K | Q2 2026 | Aug 14, 2026 |
| Element Wealth, Llc | Buy | +137 | +1.0% | 14,521 | $314.38K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -30 | -0.3% | 9,530 | $206.33K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +5 | +0.0% | 48,658 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors Llc | Buy | +178,937 | — | 178,937 | $3.87M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +65,398 | +1.9% | 3,449,133 | $74.67M | Q2 2026 | Aug 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | Buy | +30,910 | +13.9% | 253,729 | $5.49M | Q2 2026 | Aug 13, 2026 |
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.