iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
201 hedge funds and large institutions have $892M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.
391% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 23
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
47% more capital invested
Capital invested by funds: $608M → $892M (+$284M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13% more funds holding
Funds holding: 178 → 201 (+23)
3.71% more ownership
Funds ownership: 80.76% → 84.47% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.6M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$38M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$33.1M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$20.2M |
| 5 |
AAIM
Asset Advisors Investment Management
Augusta,
Georgia
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.7M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$7.48M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.72M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$4.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.25M |
IBTJ Hedge Fund Activity: Q4 2025 in Review
201 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2025, worth a combined $892M — up 47% from $608M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBTJ positions and 11 closed out — a net gain of 27 holders — while 113 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.7M.
- 201 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2025, up from 178 in Q3 2025.
- Funds reported $892M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2025, up 47% quarter-over-quarter.
- 38 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2025 and 11 closed out, a net change of +27 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2025 was Morgan Stanley, an estimated $66.6M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2025.