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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
HI
101
Harbour Investments
Wisconsin
$398K +$163K +7,487 +70%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$391K +$388K +17,847 New
PJSIMP
103
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K +$522 +24 +0.1%
CIA
104
Capital Investment Advisors
Georgia
$372K +$57K +2,623 +18%
TCA
105
Transcend Capital Advisors
New Jersey
$349K -$674K -31,000 -66%
MPPLM
106
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K +$131K +6,022 +61%
CL
107
COWA LLC
Oklahoma
$345K – – –
TWM
108
Trinity Wealth Management
Pennsylvania
$343K +$6.68K +307 +2%
FW
109
FullCircle Wealth
Texas
$343K – – –
DWM
110
DecisionMap Wealth Management
Virginia
$343K +$59.2K +2,721 +21%
MFG
111
Merit Financial Group
Georgia
$333K +$330K +15,184 New
CF
112
Cyr Financial
Illinois
$331K +$328K +15,095 New
CCM
113
Coldstream Capital Management
Washington
$311K – – –
CBT
114
Crews Bank & Trust
Florida
$310K +$10K +460 +3%
PP
115
Prosperity Planning
Missouri
$307K – – –
CFGA
116
Cambridge Financial Group (Arizona)
Arizona
$304K – – –
JIR
117
James Investment Research
Ohio
$300K – – –
SWP
118
Summit Wealth Partners
Florida
$282K +$263K +12,080 New
PS
119
Principal Securities
Iowa
$279K – – –
LWM
120
Liberty Wealth Management
California
$277K +$275K +12,644 New
RCA
121
Resonant Capital Advisors
Wisconsin
$265K – – –
JIP
122
Jaffetilchin Investment Partners
Florida
$262K +$2.54K +117 +1%
EW
123
Element Wealth
Mississippi
$260K +$50.2K +2,307 +24%
HFA
124
Highland Financial Advisors
New Jersey
$256K – – –
KAS
125
Kestra Advisory Services
Texas
$254K +$252K +11,569 New
3 4
5
6 7

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.