We are live on ! Find out more
IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

162 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 38

7% more capital invested

Capital invested by funds: $506M → $543M (+$36.9M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.43% less ownership

Funds ownership: 79.57% → 79.14% (-0.43%)

2% less funds holding

Funds holding: 165 → 162 (-3)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
14
Increased
89
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TPWA
TRUE Private Wealth Advisors
Oregon
+$9.39M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.08M
3
UCFA
United Capital Financial Advisors
Texas
+$4.43M
4
HCM
Hengehold Capital Management
Ohio
+$3.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.68M

Top Sellers

Rank Fund Capital Flow
1
AP
Atwood & Palmer
Missouri
-$5.12M
2
EC
Estate Counselors
Wisconsin
-$3.88M
3
1WM
1858 Wealth Management
Ohio
-$2.9M
4
LF
LifePlan Financial
Minnesota
-$2.62M
5
NA
NewEdge Advisors
Louisiana
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$6.56M +$85.2K +3,919 +1%
RSWM
27
Robertson Stephens Wealth Management
California
$6.52M +$627K +28,853 +11%
FA
28
Fagan Associates
New York
$6.34M +$2.98K +137 +0%
CTC
29
Central Trust Company
Missouri
$6.27M +$527K +24,253 +9%
SCM
30
Spreng Capital Management
Ohio
$6.02M +$339K +15,581 +6%
FF
31
Foronjy Financial
California
$5.3M +$5.26M +241,795 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.66M -$566K -26,043 -11%
SWM
33
Stockman Wealth Management
Montana
$4.37M +$245K +11,277 +6%
BlackRock
34
BlackRock
New York
$4.24M +$673K +30,952 +19%
R
35
Rebalance
California
$3.91M +$2.59M +119,226 +202%
WWM
36
Whalen Wealth Management
Nevada
$3.67M -$436K -20,063 -11%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M +$852K +39,190 +31%
PAS
38
Park Avenue Securities
New York
$3.36M +$353K +16,226 +12%
AWP
39
Accretive Wealth Partners
New Jersey
$3.23M +$148K +6,791 +5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.16M +$154K +7,101 +5%
HCM
41
Howland Capital Management
Massachusetts
$3.03M +$137K +6,311 +5%
S
42
SignatureFD
Georgia
$2.97M +$1.04M +47,755 +54%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.76M +$488K +22,443 +22%
PA
44
Parallel Advisors
California
$2.76M +$295K +13,557 +12%
MCM
45
MV Capital Management
Maryland
$2.65M +$366K +16,847 +16%
IA
46
IFP Advisors
Florida
$2.65M -$145K -6,686 -5%
KTM
47
Keeler Thomas Management
Utah
$2.58M +$588K +27,026 +30%
SFB
48
STAR Financial Bank
Indiana
$2.41M +$184K +8,476 +8%
BFO
49
Boston Family Office
Massachusetts
$2.36M +$542K +24,916 +30%
SCM
50
SCS Capital Management
Massachusetts
$2.33M +$4.31K +198 +0.2%
1
2
3 4 5

IBTJ Hedge Fund Activity: Q2 2025 in Review

162 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q2 2025, worth a combined $543M — up 7.3% from $506M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBTJ positions and 13 closed out — a net gain of 1 holder — while 89 added to existing stakes and 38 trimmed.

The largest buyer was TRUE Private Wealth Advisors, adding an estimated $9.39M. The largest seller was Atwood & Palmer, cutting an estimated $5.12M.

  • 162 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q2 2025, down from 165 in Q1 2025.
  • Funds reported $543M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q2 2025, up 7.3% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q2 2025 was TRUE Private Wealth Advisors, an estimated $9.39M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q2 2025 was Atwood & Palmer, an estimated $5.12M sold.

Based on aggregated 13F filings for Q2 2025.