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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

73 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 2

275% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 8

70% more capital invested

Capital invested by funds: $71.9M → $122M (+$50.4M)

66% more funds holding

Funds holding: 44 → 73 (+29)

4.26% more ownership

Funds ownership: 69.19% → 73.44% (+4.3%)

Holders
73
Holders Change
+29
Holders Change %
+65.91%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
30
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Waycross Investment Management
Washington
+$8.61M
2
Bank of America
Bank of America
North Carolina
+$6.11M
3
AWP
Accretive Wealth Partners
New Jersey
+$2.1M
4
PA
Probity Advisors
Texas
+$2.03M
5
SWM
Shelton Wealth Management
Texas
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$491K
2
Osaic Holdings
Osaic Holdings
Arizona
-$57.1K
3
Jane Street
Jane Street
New York
-$54.7K
4
GRP
Global Retirement Partners
California
-$31.9K
5
RCA
Resonant Capital Advisors
Wisconsin
-$28.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
FF Advisors
California
$995K +$966K +45,675 New
Jane Street
27
Jane Street
New York
$914K -$54.7K -2,586 -6%
SWP
28
Stratos Wealth Partners
Ohio
$894K +$174K +8,226 +25%
KF
29
Krilogy Financial
Missouri
$890K +$310K +14,631 +56%
CTC
30
Central Trust Company
Missouri
$889K +$700K +33,069 +426%
ABC
31
Associated Banc-Corp
Wisconsin
$874K +$335K +15,833 +65%
HighTower Advisors
32
HighTower Advisors
Illinois
$861K +$838K +39,597 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$825K +$129K +6,101 +19%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$804K -$10.6K -499 -1%
IA
35
IFP Advisors
Florida
$700K +$680K +32,142 New
Financial Engines Advisors
36
Financial Engines Advisors
California
$693K +$674K +31,841 New
SCA
37
Snowden Capital Advisors
New York
$609K +$101K +4,795 +21%
MA
38
Mutual Advisors
Nebraska
$579K +$563K +26,602 New
SFS
39
Sowell Financial Services
Arkansas
$563K +$547K +25,838 New
CIA
40
Compass Ion Advisors
Pennsylvania
$527K +$512K +24,207 New
CA
41
Cetera Advisors
Colorado
$478K +$10.4K +492 +2%
Osaic Holdings
42
Osaic Holdings
Arizona
$457K -$57.1K -2,697 -11%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$454K +$223K +10,551 +103%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$405K +$393K +18,574 New
PAS
45
Park Avenue Securities
New York
$367K +$67.7K +3,200 +23%
RCA
46
Resonant Capital Advisors
Wisconsin
$354K -$28.1K -1,329 -8%
Cerity Partners
47
Cerity Partners
New York
$352K +$47.5K +2,247 +16%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$328K +$19.6K +925 +7%
IWC
49
Integrated Wealth Concepts
Massachusetts
$302K +$62.3K +2,943 +27%
AWM
50
Apollon Wealth Management
South Carolina
$287K +$279K +13,172 New
1
2
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IBTJ Hedge Fund Activity: Q4 2023 in Review

73 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2023, worth a combined $122M — up 70% from $71.9M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBTJ positions and 2 closed out — a net gain of 29 holders — while 30 added to existing stakes and 8 trimmed.

The largest buyer was Waycross Investment Management, opening a new position worth an estimated $8.61M. The largest seller was Confluence Investment Management, cutting an estimated $491K.

  • 73 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $122M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2023, up 70% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2023 and 2 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2023 was Waycross Investment Management, an estimated $8.61M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2023 was Confluence Investment Management, an estimated $491K sold.

Based on aggregated 13F filings for Q4 2023.