iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
36 hedge funds and large institutions have $49.2M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
35% more capital invested
Capital invested by funds: $36.5M → $49.2M (+$12.7M)
29% more funds holding
Funds holding: 28 → 36 (+8)
3.01% less ownership
Funds ownership: 81.35% → 78.35% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWG
Altus Wealth Group
Colorado Springs,
Colorado
|
+$2.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.08M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.98M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$1.47M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$518K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$55.6K |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$37.8K |
| 5 |
Jane Street
New York
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $188K | +$23.1K | +1,054 | +14% |
|
27
Morgan Stanley
New York
| $139K | +$12.8K | +584 | +10% |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $84.5K | +$263 | +12 | +0.3% |
|
|
FCA
29
FinTrust Capital Advisors
Greenville,
South Carolina
| $61.1K | – | – | – |
|
|
TCM
30
TD Capital Management
Memphis,
Tennessee
| $41.3K | +$219 | +10 | +0.5% |
|
|
BEI
31
Benjamin Edwards Inc
Clayton,
Missouri
| $33K | +$110 | +5 | +0.3% |
|
|
FNBOSM
32
First National Bank of South Miami
South Miami,
Florida
| $24.9K | – | – | – |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $21.5K | +$21.2K | +970 | New |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $11.2K | – | – | – |
|
|
CTC
35
Central Trust Company
Jefferson City,
Missouri
| $3.06K | +$3.02K | +138 | New |
|
36
Commonwealth Equity Services
Waltham,
Massachusetts
| $258 | +$256K | +11,680 | New |
|
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$518K | -24,015 | Closed |
|
IBTJ Hedge Fund Activity: Q1 2023 in Review
36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2023, worth a combined $49.2M — up 35% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBTJ positions and 1 closed out — a net gain of 9 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Altus Wealth Group, opening a new position worth an estimated $2.45M. The largest seller was Parcion Private Wealth, cutting an estimated $1.47M.
- 36 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $49.2M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2023, up 35% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2023 and 1 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2023 was Altus Wealth Group, an estimated $2.45M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2023 was Parcion Private Wealth, an estimated $1.47M sold.
Based on aggregated 13F filings for Q1 2023.