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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.79M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.41M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.97M |
| 4 |
AAIM
Asset Advisors Investment Management
Augusta,
Georgia
|
+$5.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Whalen Wealth Management
Las Vegas,
Nevada
|
-$3.67M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.1M |
| 3 |
SFB
STAR Financial Bank
Fort Wayne,
Indiana
|
-$1.76M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.24M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
176
Logan Capital Management
Newtown Square,
Pennsylvania
| $6.85K | +$569 | +26 | +9% |
|
|
GWSG
177
GPS Wealth Strategies Group
Centennial,
Colorado
| $6.21K | +$6.19K | +283 | New |
|
178
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.41K | – | – | – |
|
179
JP Morgan Chase
New York
| $220 | -$64K | -2,924 | -100% |
|
|
WWM
180
Whalen Wealth Management
Las Vegas,
Nevada
| – | -$3.67M | -167,517 | Closed |
|
|
SWP
181
Summit Wealth Partners
Orlando,
Florida
| – | -$282K | -12,080 | Closed |
|
|
PWS
182
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$231K | -10,546 | Closed |
|
|
CIAS
183
CFS Investment Advisory Services
Totowa,
New Jersey
| – | -$203K | -9,241 | Closed |
|
|
CAL
184
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$47K | -2,126 | Closed |
|
|
CAM
185
Costello Asset Management
Feasterville,
Pennsylvania
| – | -$10.2K | -463 | Closed |
|
|
CFD
186
Creative Financial Designs
Kokomo,
Indiana
| – | -$3.33K | -152 | Closed |
|
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.