iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
213 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2029 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 109 increasing their positions, 47 reducing their positions, and 19 closing their positions.
132% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 47
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
1% more capital invested
Capital invested by funds: $1.07B → $1.09B (+$14.3M)
1% less funds holding
Funds holding: 216 → 213 (-3)
1.61% less ownership
Funds ownership: 87.31% → 85.7% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$17M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$12.5M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$12.4M |
| 4 |
BlackRock
New York
|
+$11.5M |
| 5 |
EL
ES4 LLC
Newport Beach,
California
|
+$9.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$16.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$15.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.4M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$9.24M |
| 5 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
-$5.49M |
IBTJ Hedge Fund Activity: Q2 2026 in Review
213 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q2 2026, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBTJ positions and 19 closed out — a net gain of 3 holders — while 109 added to existing stakes and 47 trimmed.
The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $17M. The largest seller was Benjamin Edwards Inc, cutting an estimated $16.7M.
- 213 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q2 2026, down from 216 in Q1 2026.
- Funds reported $1.09B of iShares iBonds Dec 2029 Term Treasury ETF stock for Q2 2026, up 1.3% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q2 2026 and 19 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q2 2026 was Arax Advisory Partners, an estimated $17M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q2 2026 was Benjamin Edwards Inc, an estimated $16.7M sold.
Based on aggregated 13F filings for Q2 2026.