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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

165 hedge funds and large institutions have $506M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 24

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

48% more capital invested

Capital invested by funds: $341M → $506M (+$165M)

15% more funds holding

Funds holding: 144 → 165 (+21)

1.85% more ownership

Funds ownership: 77.72% → 79.57% (+1.8%)

Holders
165
Holders Change
+21
Holders Change %
+14.58%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
32
Increased
86
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TPWA
TRUE Private Wealth Advisors
Oregon
+$32.4M
2
Stifel Financial
Stifel Financial
Missouri
+$14.5M
3
BEI
Benjamin Edwards Inc
Missouri
+$13.7M
4
Wells Fargo
Wells Fargo
California
+$8.58M
5
E3F
Eight 31 Financial
Texas
+$8.1M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.79M
2
AWG
Altus Wealth Group
Colorado
-$1.41M
3
Bank of America
Bank of America
North Carolina
-$1.36M
4
CL
COWA LLC
Oklahoma
-$845K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$805K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$6.43M +$445K +20,714 +8%
FA
27
Fagan Associates
New York
$6.29M -$16.4K -765 -0.3%
UCFA
28
United Capital Financial Advisors
Texas
$6.16M +$4.7M +218,883 +342%
RSWM
29
Robertson Stephens Wealth Management
California
$5.84M +$737K +34,310 +15%
CTC
30
Central Trust Company
Missouri
$5.7M +$880K +40,939 +19%
SCM
31
Spreng Capital Management
Ohio
$5.64M +$304K +14,146 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$5.2M +$1.06M +49,241 +26%
SWM
33
Stockman Wealth Management
Montana
$4.1M +$259K +12,072 +7%
WWM
34
Whalen Wealth Management
Nevada
$4.08M +$150K +6,978 +4%
EC
35
Estate Counselors
Wisconsin
$3.88M +$97.7K +4,550 +3%
NA
36
NewEdge Advisors
Louisiana
$3.6M +$724K +33,703 +26%
BlackRock
37
BlackRock
New York
$3.54M +$2.79M +130,088 +400%
AWP
38
Accretive Wealth Partners
New Jersey
$3.06M +$639K +29,729 +27%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$167K -7,782 -5%
PAS
40
Park Avenue Securities
New York
$2.98M +$658K +30,610 +29%
1WM
41
1858 Wealth Management
Ohio
$2.9M +$42.3K +1,969 +1%
HCM
42
Howland Capital Management
Massachusetts
$2.88M +$2M +92,888 +237%
IA
43
IFP Advisors
Florida
$2.77M +$79.2K +3,688 +3%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.76M +$1.42M +66,253 +109%
LF
45
LifePlan Financial
Minnesota
$2.62M +$2.43M +113,263 New
PA
46
Parallel Advisors
California
$2.44M +$2.37M +110,481 +6,616%
SCM
47
SCS Capital Management
Massachusetts
$2.31M -$118K -5,482 -5%
MCM
48
MV Capital Management
Maryland
$2.27M +$359K +16,722 +19%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.25M +$366K +17,034 +20%
SFB
50
STAR Financial Bank
Indiana
$2.21M +$324K +15,099 +18%
1
2
3 4 5

IBTJ Hedge Fund Activity: Q1 2025 in Review

165 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2025, worth a combined $506M — up 48% from $341M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBTJ positions and 10 closed out — a net gain of 22 holders — while 86 added to existing stakes and 24 trimmed.

The largest buyer was TRUE Private Wealth Advisors, opening a new position worth an estimated $32.4M. The largest seller was Osaic Holdings, cutting an estimated $1.79M.

  • 165 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2025, up from 144 in Q4 2024.
  • Funds reported $506M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2025, up 48% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2025 and 10 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2025 was TRUE Private Wealth Advisors, an estimated $32.4M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2025 was Osaic Holdings, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2025.