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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

126 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

319% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

34% more capital invested

Capital invested by funds: $209M → $280M (+$71.5M)

18% more funds holding

Funds holding: 107 → 126 (+19)

0.12% more ownership

Funds ownership: 76.04% → 76.16% (+0.12%)

Holders
126
Holders Change
+19
Holders Change %
+17.76%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
67
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.8M
2
Wells Fargo
Wells Fargo
California
+$9.7M
3
UBS Group
UBS Group
Switzerland
+$6.63M
4
SCM
Spreng Capital Management
Ohio
+$5.21M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.69M
2
Jane Street
Jane Street
New York
-$784K
3
Citadel Advisors
Citadel Advisors
Florida
-$605K
4
MA
Mutual Advisors
Nebraska
-$380K
5
AWG
Altus Wealth Group
Colorado
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.65M +$160K +7,304 +6%
LF
27
LifePlan Financial
Minnesota
$2.53M +$2.35M +107,736 New
IA
28
IFP Advisors
Florida
$2.53M +$1.04M +47,813 +72%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.51M +$1.84M +84,426 +288%
SCM
30
SCS Capital Management
Massachusetts
$2.46M +$4.13K +189 +0.2%
AWP
31
Accretive Wealth Partners
New Jersey
$2.42M +$41.2K +1,886 +2%
LPL Financial
32
LPL Financial
California
$2.37M +$222K +10,167 +10%
Morgan Stanley
33
Morgan Stanley
New York
$2.26M +$270K +12,349 +14%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.08M +$613K +28,033 +42%
APW
35
Atlantic Private Wealth
North Carolina
$1.94M -$14.5K -662 -0.7%
SFB
36
STAR Financial Bank
Indiana
$1.81M +$564K +25,832 +46%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$1.79M +$1.56M +71,486 +763%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.74M +$40.6K +1,859 +2%
Ameriprise
39
Ameriprise
Minnesota
$1.71M -$4.69M -214,524 -65%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.61M +$217K +9,917 +16%
MCM
41
MV Capital Management
Maryland
$1.57M +$80.1K +3,664 +5%
BFO
42
Boston Family Office
Massachusetts
$1.57M +$172K +7,864 +12%
FA
43
FF Advisors
California
$1.56M +$128K +5,853 +9%
AWG
44
Altus Wealth Group
Colorado
$1.51M -$306K -14,014 -17%
PAS
45
Park Avenue Securities
New York
$1.45M +$186K +8,516 +15%
ABC
46
Associated Banc-Corp
Wisconsin
$1.17M +$135K +6,168 +13%
CL
47
COWA LLC
Oklahoma
$1.12M +$1.1M +50,561 New
TCA
48
Transcend Capital Advisors
New Jersey
$1.04M +$1.03M +46,925 New
Financial Engines Advisors
49
Financial Engines Advisors
California
$1.02M +$26.8K +1,225 +3%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$943K +$932K +42,663 New
1
2
3 4 5

IBTJ Hedge Fund Activity: Q3 2024 in Review

126 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q3 2024, worth a combined $280M — up 34% from $209M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTJ positions and 2 closed out — a net gain of 20 holders — while 67 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.8M. The largest seller was Ameriprise, cutting an estimated $4.69M.

  • 126 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q3 2024, up from 107 in Q2 2024.
  • Funds reported $280M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q3 2024 and 2 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q3 2024 was Ameriprise, an estimated $4.69M sold.

Based on aggregated 13F filings for Q3 2024.