iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
165 hedge funds and large institutions have $506M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 10 closing their positions.
258% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 24
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
48% more capital invested
Capital invested by funds: $342M → $506M (+$165M)
15% more funds holding
Funds holding: 143 → 165 (+22)
1.87% more ownership
Funds ownership: 77.7% → 79.57% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$32.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$14.5M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$13.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.58M |
| 5 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.79M |
| 2 |
AWG
Altus Wealth Group
Colorado Springs,
Colorado
|
-$1.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.36M |
| 4 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$845K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$805K |
IBTJ Hedge Fund Activity: Q1 2025 in Review
165 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2025, worth a combined $506M — up 48% from $342M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IBTJ positions and 10 closed out — a net gain of 23 holders — while 86 added to existing stakes and 24 trimmed.
The largest buyer was TRUE Private Wealth Advisors, opening a new position worth an estimated $32.4M. The largest seller was Osaic Holdings, cutting an estimated $1.79M.
- 165 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2025, up from 143 in Q4 2024.
- Funds reported $506M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2025, up 48% quarter-over-quarter.
- 33 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2025 and 10 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2025 was TRUE Private Wealth Advisors, an estimated $32.4M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2025 was Osaic Holdings, an estimated $1.79M sold.
Based on aggregated 13F filings for Q1 2025.