iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
164 hedge funds and large institutions have $551M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 39 reducing their positions, and 13 closing their positions.
152% more capital inflows, than outflows
Capital inflows: $69.2M | Capital outflows: $27.4M
128% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 39
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
0.9% more ownership
Funds ownership: 79.57% → 80.47% (+0.9%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less funds holding
Funds holding: 165 → 164 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$9.39M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.08M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
+$4.43M |
| 4 |
Hengehold Capital Management
Cincinnati,
Ohio
|
+$3.8M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atwood & Palmer
Kansas City,
Missouri
|
-$5.12M |
| 2 |
Estate Counselors
Thiensville,
Wisconsin
|
-$3.88M |
| 3 |
1858 Wealth Management
Akron,
Ohio
|
-$2.9M |
| 4 |
LifePlan Financial
Mankato,
Minnesota
|
-$2.62M |
| 5 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.56M |
IBTJ Hedge Fund Activity: Q2 2025 in Review
164 of the 7,625 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 $551M — up 8.7% from $506M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBTJ positions and 13 closed out — a net gain of 2 holders — while 89 added to existing stakes and 39 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.
- 164 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q2 2025, down from 165 in Q1 2025.
- Funds reported $551M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q2 2025, up 8.7% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q2 2025 and 13 closed out, a net change of +2 holders.
- 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.