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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

144 hedge funds and large institutions have $341M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 17

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $280M → $341M (+$60.8M)

14% more funds holding

Funds holding: 126 → 144 (+18)

1.56% more ownership

Funds ownership: 76.16% → 77.72% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
144
Holders Change
+18
Holders Change %
+14.29%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
81
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DP
Denver PWM
Colorado
+$11.9M
2
MA
MKT Advisors
California
+$9.2M
3
LPT
Legacy Private Trust
Wisconsin
+$7.34M
4
Bank of America
Bank of America
North Carolina
+$5.2M
5
UBS Group
UBS Group
Switzerland
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
LF
LifePlan Financial
Minnesota
-$2.53M
2
Ameriprise
Ameriprise
Minnesota
-$1.65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$947K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$943K
5
HighTower Advisors
HighTower Advisors
Illinois
-$435K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$1.19M +$369K +17,110 +44%
CL
52
COWA LLC
Oklahoma
$1.17M +$97K +4,499 +9%
ABC
53
Associated Banc-Corp
Wisconsin
$1.17M +$50.2K +2,329 +4%
S
54
SignatureFD
Georgia
$1.12M +$1.13M +52,362 New
OPA
55
Old Port Advisors
Maine
$1.1M +$397K +18,425 +55%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.06M +$716K +33,214 +204%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.02M +$313K +14,503 +43%
TCA
58
Transcend Capital Advisors
New Jersey
$1M – – –
RWP
59
Reliant Wealth Planning
Kentucky
$846K +$219K +10,169 +34%
HCM
60
Howland Capital Management
Massachusetts
$836K +$844K +39,178 New
SCA
61
Snowden Capital Advisors
New York
$834K +$142K +6,573 +20%
VA
62
Valmark Advisers
Ohio
$823K +$206K +9,561 +33%
LWL
63
Leo Wealth LLC
Texas
$815K +$824K +38,234 New
SWP
64
Stratos Wealth Partners
Ohio
$809K +$2.61K +121 +0.3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$805K +$813K +37,738 New
CSP
66
Cary Street Partners
Virginia
$797K +$805K +37,373 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$787K -$947K -43,928 -54%
Ameriprise
68
Ameriprise
Minnesota
$785K -$1.65M -76,605 -68%
BlackRock
69
BlackRock
New York
$694K +$701K +32,522 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$664K +$671K +31,123 New
KF
71
Krilogy Financial
Missouri
$649K +$46.6K +2,163 +8%
FFG
72
Foundry Financial Group
New Hampshire
$603K +$108K +5,013 +22%
DSC
73
Duncker Streett & Co
Missouri
$595K +$198K +9,193 +49%
CIA
74
Compass Ion Advisors
Pennsylvania
$516K – – –
BSTWA
75
Blake Schutter Theil Wealth Advisors
Ohio
$477K +$482K +22,372 New
1 2
3
4 5

IBTJ Hedge Fund Activity: Q4 2024 in Review

144 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2024, worth a combined $341M — up 22% from $280M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBTJ positions and 9 closed out — a net gain of 22 holders — while 81 added to existing stakes and 17 trimmed.

The largest buyer was Denver PWM, opening a new position worth an estimated $11.9M. The largest seller was LifePlan Financial, exiting entirely with an estimated $2.53M sold.

  • 144 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2024, up from 126 in Q3 2024.
  • Funds reported $341M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2024 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2024 was Denver PWM, an estimated $11.9M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2024 was LifePlan Financial, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2024.