IBTJ

Ishares Ibonds Dec 2029 Term

+$173.4M

Net Activity

Institutions Holding

217

Popularity Rank

#2692

Avg Weight

0.40%

Total Value

$1.1B

Ownership Trend

217 institutions currently hold IBTJ, with 141 net buyers and 46 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

46

Net Buying Institutions

141

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$73.9M
BO
Bank Of America CORP /de/
$53.7M
MG
Mercer Global Advisors INC /adv
$51.0M
WF
Wells Fargo & Company/mn
$50.0M
TP
TRUE Private Wealth Advisors
$39.8M

Top 5 by Conviction

WI
Waycross Investment Management Co
9.09%
E3
Eight 31 Financial, LLC
5.61%
WM
Wealth Management Strategies, Inc.
5.36%
DP
Denver PWM, LLC
5.02%
FA
Financial Advisory Corp
4.77%
View all 217 holding institutions

Quarterly Activity

Recent Activity

+$882.9M

Total Buy Value

$247.6M

Total Sell Value

New buy23
Trim39
Add118
Sold out7

141

Net Buyers

46

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES IBONDS DEC 2029 TERM (IBTJ)?
Major stakeholders currently include Morgan Stanley ($73.9M), Bank Of America CORP /de/ ($53.7M), Mercer Global Advisors INC /adv ($51.0M). Based on the latest 13F filings, there are a total of 217 tracked investment funds and institutions maintaining positions in IBTJ.
What is the overall institutional sentiment toward IBTJ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $173.4M, driven by 141 managers accumulating shares while 46 reduced their exposure.
Which institutions have been selling or reducing their IBTJ positions?
In the latest period, 39 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $247.6M.
Are there any notable investors adding IBTJ to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 118 existing holders added to their shares. The total reported buy value for the quarter amounted to $882.9M.

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