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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
TFS
51
Thoroughbred Financial Services
Tennessee
$2.02M +$789K +36,727 +66%
Financial Engines Advisors
52
Financial Engines Advisors
California
$1.97M +$266K +12,368 +16%
KTM
53
Keeler Thomas Management
Utah
$1.97M +$1.94M +90,448 New
S
54
SignatureFD
Georgia
$1.91M +$760K +35,370 +68%
BFO
55
Boston Family Office
Massachusetts
$1.8M +$69.1K +3,215 +4%
Osaic Holdings
56
Osaic Holdings
Arizona
$1.78M -$1.79M -83,228 -50%
AI
57
Atria Investments
North Carolina
$1.68M +$1.66M +77,268 New
APW
58
Atlantic Private Wealth
North Carolina
$1.63M -$256K -11,931 -14%
TAM
59
Titleist Asset Management
Texas
$1.57M +$1.55M +72,311 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$1.55M +$469K +21,830 +44%
IWC
61
Integrated Wealth Concepts
Massachusetts
$1.5M +$451K +21,008 +44%
FA
62
FF Advisors
California
$1.5M +$83.6K +3,890 +6%
EW
63
Evexia Wealth
Wisconsin
$1.33M +$26.8K +1,248 +2%
FWP
64
Forefront Wealth Partners
Texas
$1.3M +$1.29M +59,831 New
R
65
Rebalance
California
$1.29M +$1.27M +59,059 New
LWL
66
Leo Wealth LLC
Texas
$1.28M +$443K +20,611 +54%
RFG
67
RFP Financial Group
Georgia
$1.26M +$1.2M +56,022 New
Ameriprise
68
Ameriprise
Minnesota
$1.23M +$418K +19,451 +53%
ABC
69
Associated Banc-Corp
Wisconsin
$1.2M -$150 -7 -0%
OPA
70
Old Port Advisors
Maine
$1.05M -$72.2K -3,363 -6%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.04M -$563K -26,190 -35%
KF
72
Krilogy Financial
Missouri
$1.03M +$365K +17,012 +56%
TCA
73
Transcend Capital Advisors
New Jersey
$1.02M – – –
SA
74
Sanctuary Advisors
Indiana
$946K +$933K +43,437 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$930K +$249K +11,585 +37%
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.