iShares Ibonds Oct 2029 TTIBIFETF
13F holders, Q2 2024 (June 30)7holders +1
2new positions
1sold out
1famous investor
$25.77avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding iShares Ibonds Oct 2029 TT (IBIF) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($3.5M), Robertson Stephens Wealth Management, LLC ($1.3M) and Jane Street Group, LLC ($1.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Oct 2029 TT
- CUSIP
- 46438G802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.1M |
| Exits | 1 | $770K |
All 13F filers, Q1 2024 → Q2 2024: 103,508 shares bought and 30,000 shares sold, net +73,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Quantum Financial Advisors, LLC | 0.61% | Add +4.7% | 134,001 | $3.5M |
| Robertson Stephens Wealth Management, LLC | 0.07% | New | 49,419 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +49.0% | 39,860 | $1.0M |
| Citadel Advisors | 0.00% | New | 32,086 | $827K |
| Flow Traders U.S. LLC | 0.03% | Add +16.5% | 20,205 | $521K |
| ARK & TLK Investments, LLC | 0.17% | No change | 18,023 | $464K |
| Bradley & Co. Private Wealth Management, LLC | 0.07% | No change | 3,580 | $92K |
"% of holder's portfolio" is IBIF's weight in each manager's 13F, not the share of iShares Ibonds Oct 2029 TT the manager owns.