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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

178 hedge funds and large institutions have $608M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $543M → $608M (+$64.3M)

10% more funds holding

Funds holding: 162 → 178 (+16)

1.62% more ownership

Funds ownership: 79.14% → 80.76% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
178
Holders Change
+16
Holders Change %
+9.88%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
99
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.79M
2
NA
NewEdge Advisors
Louisiana
+$7.41M
3
UCFA
United Capital Financial Advisors
Texas
+$6.97M
4
AAIM
Asset Advisors Investment Management
Georgia
+$5.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
WWM
Whalen Wealth Management
Nevada
-$3.67M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.1M
3
SFB
STAR Financial Bank
Indiana
-$1.76M
4
IA
IFP Advisors
Florida
-$1.24M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
101
Tableaux
Massachusetts
$442K +$31.7K +1,449 +8%
HI
102
Harbour Investments
Wisconsin
$437K +$38.1K +1,739 +10%
AQR Capital Management
103
AQR Capital Management
Connecticut
$435K +$433K +19,797 New
HBT
104
Heartland Bank & Trust
Illinois
$430K +$27.1K +1,239 +7%
GSB
105
Greenfield Savings Bank
Massachusetts
$425K +$5.01K +229 +1%
CB
106
CNB Bank
Pennsylvania
$405K +$403K +18,431 New
SAM
107
Smithbridge Asset Management
Pennsylvania
$404K +$403K +18,400 New
MML Investors Services
108
MML Investors Services
Massachusetts
$403K -$1.14K -52 -0.3%
JCM
109
Jacobi Capital Management
Pennsylvania
$402K +$2.47K +113 +0.6%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$396K +$3.85K +176 +1%
CF
111
Cyr Financial
Illinois
$392K +$60.3K +2,755 +18%
PJSIMP
112
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K +$525 +24 +0.1%
CIA
113
Capital Investment Advisors
Georgia
$373K +$263 +12 +0.1%
KAS
114
Kestra Advisory Services
Texas
$367K +$112K +5,139 +44%
SWMG
115
Signature Wealth Management Group
Georgia
$366K -$134K -6,139 -27%
FWP
116
Forefront Wealth Partners
Texas
$355K +$354K +16,162 New
CBT
117
Crews Bank & Trust
Florida
$351K +$40K +1,830 +13%
MFG
118
Merit Financial Group
Georgia
$350K +$16.5K +754 +5%
TCA
119
Transcend Capital Advisors
New Jersey
$350K – – –
KIM
120
Kestra Investment Management
Texas
$350K -$735K -33,599 -68%
CL
121
COWA LLC
Oklahoma
$345K – – –
TWM
122
Trinity Wealth Management
Pennsylvania
$344K – – –
FW
123
FullCircle Wealth
Texas
$344K – – –
DWM
124
DecisionMap Wealth Management
Virginia
$343K – – –
CCM
125
Coldstream Capital Management
Washington
$318K +$6.35K +290 +2%
3 4
5
6 7

IBTJ Hedge Fund Activity: Q3 2025 in Review

178 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q3 2025, worth a combined $608M — up 12% from $543M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTJ positions and 7 closed out — a net gain of 16 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $9.79M. The largest seller was Whalen Wealth Management, exiting entirely with an estimated $3.67M sold.

  • 178 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q3 2025, up from 162 in Q2 2025.
  • Funds reported $608M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q3 2025 and 7 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $9.79M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q3 2025 was Whalen Wealth Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2025.