I
iShares iBonds Dec 2029 Term Treasury
IBTJ • NASDAQ
iShares iBonds Dec 2029 Term Treasury is an exchange-traded fund on NASDAQ. As of Q3 2025, 175 institutional investors hold shares in this ETF, with total holdings valued at $602.3M. TRUE Private Wealth Advisors is the largest holder with a position valued at $42.9M.
Overview
Overview of institutional ownership in IBTJ as of Q3 2025
All Institutions
- Institutions
- 175
- Value Held
- $602.3M
- Shares Held
- 27.4M
- Avg Position
- $3.4M
- Median Position
- $577.6K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $3.4M
- Shares Held
- 156.0K
- Avg Position
- $856.1K
- Median Position
- $476.3K
Biggest Investors
Institutions with the largest positions in IBTJ as of Q3 2025
| Institution | Position Value |
|---|---|
 TRUE Private Wealth Advisors RIA/Wealth | $42.9M 4.40% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $32.7M 0.01% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $23.0M 0.04% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $21.3M 0.01% of portfolio |
 HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth | $21.2M 1.81% of portfolio |
 UBS Group AG Institution | $20.8M 0.00% of portfolio |
 ATWOOD & PALMER INC RIA/Wealth | $19.9M 1.19% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $19.8M 0.02% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $18.2M 0.01% of portfolio |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | $17.7M 0.13% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBTJ in Q3 2025
- Traded
- +$56.1M
- Buyers
- 120
- Sellers
- 35
- Total Bought
- +$72.2M
- Total Sold
- −$16.1M
- Avg Position
- $3.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$9.8M +447.2K shares |
 Goss Wealth Management LLC RIA/Wealth | +$7.4M +338.8K shares |
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$7.0M +318.7K shares |
+$5.6M +255.9K shares | |
A Advisor Group Holdings, Inc. Institution | +$4.0M +180.1K shares |
 Wealth Management Strategies, Inc. RIA/Wealth | +$3.9M +175.6K shares |
 Strategic Blueprint, LLC RIA/Wealth | +$3.3M +149.0K shares |
 AMERIPRISE FINANCIAL INC Institution | +$2.5M +116.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$1.8M +81.4K shares |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | +$1.3M +58.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
W Whalen Wealth Management Inc. RIA/Wealth | −$3.7M −167.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$3.1M −141.6K shares |
S STAR Financial Bank Institution | −$1.8M −80.5K shares |
 IFP Advisors, Inc RIA/Wealth | −$1.2M −56.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.1M −49.5K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$946.1K −43.1K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$753.4K −34.3K shares |
 Waycross Investment Management Co RIA/Wealth | −$751.8K −34.2K shares |
B BlackRock, Inc. Institution | −$405.8K −18.5K shares |
WELLS FARGO & COMPANY/MN Institution | −$308.3K −14.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBTJ in Q3 2025
- New Positions
- 16
- New Value
- $9.7M
- Exited Positions
- 7
- Exited Value
- $4.4M
New Positions
| Institution | Position Value |
|---|---|
$5.6M 255.9K shares | |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $784.1K 35.7K shares |
 L2 Asset Management, LLC Hedge Fund•Long/Short | $518.1K 23.6K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $434.6K 19.8K shares |
C CNB Bank Institution | $404.7K 18.4K shares |
 SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $404.0K 18.4K shares |
 Great Diamond Partners, LLC RIA/Wealth | $307.7K 14.0K shares |
 Opus Capital Group, LLC RIA/Wealth | $274.4K 12.5K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $270.0K 12.3K shares |
 Black Maple Capital Management LP Hedge Fund•Multi-Strategy | $219.6K 10.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
W Whalen Wealth Management Inc. RIA/Wealth | $3.7M 167.5K shares |
 Summit Wealth Partners, LLC RIA/Wealth | $281.8K 12.1K shares |
 Precision Wealth Strategies, LLC RIA/Wealth | $231.2K 10.5K shares |
 CFS Investment Advisory Services, LLC RIA/Wealth | $202.6K 9.2K shares |
 Capital Analysts, Inc. RIA/Wealth | $46.6K 2.1K shares |
C Costello Asset Management, INC RIA/Wealth | $10.2K 463.0 shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $3.3K 152.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBTJ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBTJ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Waycross Investment Management Co RIA/Wealth | 9.42% $9.2M |
Wealth Management Strategies, Inc. RIA/Wealth | 5.14% $10.4M |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | 5.10% $9.0M |
 Vista Private Wealth Partners. LLC RIA/Wealth | 4.72% $15.1M |
TRUE Private Wealth Advisors RIA/Wealth | 4.40% $42.9M |
 MKT Advisors LLC RIA/Wealth | 3.90% $10.5M |
 SHELTON WEALTH MANAGEMENT, LLC RIA/Wealth | 3.81% $8.2M |
 FORONJY FINANCIAL LLC RIA/Wealth | 2.64% $6.0M |
 SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth | 2.50% $6.1M |
HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth | 1.81% $21.2M |
Hedge Fund Spotlight
Discover hedge funds investing in IBTJ
Black Maple Capital Management LP
Hedge Fund • Multi-Strategy
Portfolio ManagerRobert James Barnard
- Portfolio Value
- $138.0M
- Positions
- 76
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares iBonds Dec 2029 Term Treasury
- Market Value
- $219.6K
- Shares Held
- 10.0K
- Portfolio Weight
- 0.16%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $28.2M | 20.41% | |
Oil & Gas Exploration & Production Energy | $11.6M | 8.43% | |
Banks - Regional Financial Services | $7.5M | 5.41% |
