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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
GDP
126
Great Diamond Partners
Maine
$308K +$307K +14,016 New
PP
127
Prosperity Planning
Missouri
$307K – – –
CFGA
128
Cambridge Financial Group (Arizona)
Arizona
$305K – – –
JIR
129
James Investment Research
Ohio
$301K – – –
LWM
130
Liberty Wealth Management
California
$280K +$2.28K +104 +0.8%
PS
131
Principal Securities
Iowa
$280K – – –
OCG
132
Opus Capital Group
Ohio
$274K +$274K +12,500 New
KPWS
133
Kestra Private Wealth Services
Texas
$270K +$269K +12,300 New
RCA
134
Resonant Capital Advisors
Wisconsin
$265K – – –
JIP
135
Jaffetilchin Investment Partners
Florida
$265K +$2.58K +118 +1%
EW
136
Element Wealth
Mississippi
$261K – – –
GPA
137
Guidance Point Advisors
Massachusetts
$260K +$47.3K +2,163 +22%
HFA
138
Highland Financial Advisors
New Jersey
$257K – – –
PCA
139
Prosperity Capital Advisors
Ohio
$253K +$2.32K +106 +0.9%
HA
140
Hamel Associates
New Jersey
$248K +$10.1K +463 +4%
BC
141
Barrett & Company
Rhode Island
$234K +$53.1K +2,425 +29%
TC
142
Trust Company
Kansas
$225K – – –
AWM
143
Apollon Wealth Management
South Carolina
$221K +$1.03K +47 +0.5%
Lido Advisors
144
Lido Advisors
California
$220K +$810 +37 +0.4%
BMCM
145
Black Maple Capital Management
Wisconsin
$220K +$219K +10,000 New
Bank of New York Mellon
146
Bank of New York Mellon
New York
$210K -$28.9K -1,321 -12%
EWS
147
Evergreen Wealth Solutions
Pennsylvania
$209K – – –
WT
148
Washington Trust
Rhode Island
$206K – – –
EH
149
Equitable Holdings
New York
$204K +$204K +9,305 New
AGP
150
Autumn Glory Partners
Texas
$203K +$202K +9,233 New
4 5
6
7 8

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.