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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$9.39M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.08M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.43M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$3.8M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$5.12M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$3.88M |
| 3 |
1WM
1858 Wealth Management
Akron,
Ohio
|
-$2.9M |
| 4 |
LF
LifePlan Financial
Mankato,
Minnesota
|
-$2.62M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Jones Financial Companies
Des Peres,
Missouri
| – | -$2.96K | -136 | Closed |
|
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.