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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
DWM
101
DecisionMap Wealth Management
Virginia
$275K +$278K +12,918 New
APW
102
Austin Private Wealth
Texas
$274K +$277K +12,865 New
PS
103
Principal Securities
Iowa
$272K +$2.07K +96 +0.8%
PCA
104
Prosperity Capital Advisors
Ohio
$262K -$2.95K -137 -1%
CIA
105
Capital Investment Advisors
Georgia
$260K +$262K +12,177 New
PP
106
Prosperity Planning
Missouri
$256K – – –
BAM
107
Belpointe Asset Management
Nevada
$254K +$754 +35 +0.3%
HFA
108
Highland Financial Advisors
New Jersey
$249K – – –
JSA
109
Jim Saulnier & Associates
Colorado
$246K -$357K -16,568 -59%
MBT
110
Montecito Bank & Trust
California
$222K +$225K +10,424 New
CCM
111
Coldstream Capital Management
Washington
$215K +$217K +10,083 New
BWM
112
BCS Wealth Management
Tennessee
$213K – – –
Lido Advisors
113
Lido Advisors
California
$212K -$2.18K -101 -1%
EW
114
Element Wealth
Mississippi
$204K +$52.9K +2,455 +35%
AF
115
Allworth Financial
California
$202K +$184K +8,526 +899%
TC
116
Trust Company
Kansas
$168K +$31.2K +1,448 +22%
KIM
117
Kestra Investment Management
Texas
$154K +$155K +7,203 New
SWC
118
Spectrum Wealth Counsel
Indiana
$112K +$64.1K +2,973 +130%
HC
119
Hara Capital
Washington
$103K -$96.8K -4,489 -48%
BC
120
Barrett & Company
Rhode Island
$100K +$92.7K +4,300 +1,075%
PWA
121
Physician Wealth Advisors
Utah
$100K +$101K +4,694 New
CTWM
122
Cherry Tree Wealth Management
Minnesota
$93.6K +$17.4K +809 +23%
FPB
123
First PREMIER Bank
South Dakota
$77K +$2.8K +130 +4%
US Bancorp
124
US Bancorp
Minnesota
$76.7K – – –
BWL
125
Bogart Wealth LLC
Virginia
$68.3K – – –
3 4
5
6 7

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.