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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

93 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

300% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 11

35% more capital invested

Capital invested by funds: $122M → $166M (+$43.2M)

27% more funds holding

Funds holding: 73 → 93 (+20)

0.59% more ownership

Funds ownership: 73.44% → 74.04% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
93
Holders Change
+20
Holders Change %
+27.4%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAG
Journey Advisory Group
Kentucky
+$10.4M
2
FA
Fagan Associates
New York
+$4.84M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.4M
5
SCM
SCS Capital Management
Massachusetts
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$1.43M
2
Jane Street
Jane Street
New York
-$914K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$804K
4
CA
Cetera Advisors
Colorado
-$478K
5
LPL Financial
LPL Financial
California
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.81M +$198K +9,178 +12%
LPL Financial
27
LPL Financial
California
$1.7M -$406K -18,815 -19%
FA
28
FF Advisors
California
$1.43M +$450K +20,886 +46%
MCM
29
MV Capital Management
Maryland
$1.41M +$322K +14,951 +30%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.36M +$507K +23,516 +59%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.32M +$1.32M +61,298 New
PAS
32
Park Avenue Securities
New York
$1.18M +$821K +38,108 +226%
NA
33
NewEdge Advisors
Louisiana
$1.06M -$27.8K -1,291 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.02M +$205K +9,499 +25%
Financial Engines Advisors
35
Financial Engines Advisors
California
$967K +$283K +13,144 +41%
ABC
36
Associated Banc-Corp
Wisconsin
$924K +$60.7K +2,818 +7%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$889K +$491K +22,775 +123%
SWP
38
Stratos Wealth Partners
Ohio
$883K +$905 +42 +0.1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$716K +$268K +12,446 +60%
IA
40
IFP Advisors
Florida
$691K – – –
KF
41
Krilogy Financial
Missouri
$638K -$242K -11,206 -27%
SCA
42
Snowden Capital Advisors
New York
$601K – – –
MA
43
Mutual Advisors
Nebraska
$524K -$48.5K -2,249 -8%
CIA
44
Compass Ion Advisors
Pennsylvania
$520K – – –
SFS
45
Sowell Financial Services
Arkansas
$507K -$48.6K -2,255 -9%
Osaic Holdings
46
Osaic Holdings
Arizona
$504K +$52.8K +2,450 +12%
LNC
47
Lincoln National Corp
Pennsylvania
$450K +$451K +20,931 New
Cerity Partners
48
Cerity Partners
New York
$421K +$73.4K +3,406 +21%
MFG
49
Mendota Financial Group
Wisconsin
$405K +$145K +6,711 +55%
VA
50
Valmark Advisers
Ohio
$401K +$402K +18,637 New
1
2
3 4

IBTJ Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2024, worth a combined $166M — up 35% from $122M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTJ positions and 5 closed out — a net gain of 20 holders — while 44 added to existing stakes and 11 trimmed.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $10.4M. The largest seller was Equitable Holdings, exiting entirely with an estimated $1.43M sold.

  • 93 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2024, up from 73 in Q4 2023.
  • Funds reported $166M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2024 and 5 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2024 was Journey Advisory Group, an estimated $10.4M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2024 was Equitable Holdings, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2024.