iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
28 hedge funds and large institutions have $36.5M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
65% more funds holding
Funds holding: 17 → 28 (+11)
47% more capital invested
Capital invested by funds: $24.9M → $36.5M (+$11.6M)
4.34% more ownership
Funds ownership: 77.02% → 81.35% (+4.3%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$11.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.97M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.82M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$1.73M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.71M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$3.28M |
| 3 |
Jane Street
New York
|
-$1.3M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$950K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$597K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $10.9K | +$11K | +507 | New |
|
27
UBS Group
Zurich,
Switzerland
| $7.04K | -$11.2K | -520 | -61% |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $1.23K | +$1.23M | +56,936 | New |
|
|
FTUS
29
Flow Traders U.S.
New York
| – | -$597K | -27,701 | Closed |
|
IBTJ Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2022, worth a combined $36.5M — up 47% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBTJ positions and 1 closed out — a net gain of 11 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Hengehold Capital Management, opening a new position worth an estimated $11.5M. The largest seller was Stifel Financial, cutting an estimated $3.71M.
- 28 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $36.5M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2022 and 1 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2022 was Hengehold Capital Management, an estimated $11.5M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2022 was Stifel Financial, an estimated $3.71M sold.
Based on aggregated 13F filings for Q4 2022.