iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
217 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2029 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 38 reducing their positions, and 5 closing their positions.
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
213% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 38
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
21% more capital invested
Capital invested by funds: $892M → $1.08B (+$183M)
7% more funds holding
Funds holding: 202 → 217 (+15)
2.84% more ownership
Funds ownership: 84.49% → 87.33% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAC
Financial Advisory Corporation
Grand Rapids,
Michigan
|
+$33.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.2M |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$9.63M |
| 5 |
BlackRock
New York
|
+$8.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.58M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$2.47M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$1.79M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.23M |
| 5 |
FA
FF Advisors
Manhattan Beach,
California
|
-$765K |
IBTJ Hedge Fund Activity: Q1 2026 in Review
217 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2026, worth a combined $1.08B — up 21% from $892M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBTJ positions and 5 closed out — a net gain of 20 holders — while 119 added to existing stakes and 38 trimmed.
The largest buyer was Financial Advisory Corporation, adding an estimated $33.4M. The largest seller was UBS Group, cutting an estimated $2.58M.
- 217 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2026, up from 202 in Q4 2025.
- Funds reported $1.08B of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2026, up 21% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2026 and 5 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2026 was Financial Advisory Corporation, an estimated $33.4M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2026 was UBS Group, an estimated $2.58M sold.
Based on aggregated 13F filings for Q1 2026.