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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
RW
51
REDW Wealth
New Mexico
$399K +$191K +8,851 +91%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$383K +$59.9K +2,778 +18%
RCA
53
Resonant Capital Advisors
Wisconsin
$349K -$151 -7 -0%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$340K +$341K +15,840 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$319K +$21.1K +977 +7%
Lido Advisors
56
Lido Advisors
California
$311K +$312K +14,470 New
CAN
57
Cetera Advisor Networks
California
$299K +$300K +13,897 New
FFG
58
Foundry Financial Group
New Hampshire
$297K +$297K +13,801 New
JIR
59
James Investment Research
Ohio
$294K +$48.5K +2,250 +20%
HC
60
Hara Capital
Washington
$289K +$289K +13,421 New
AWM
61
Apollon Wealth Management
South Carolina
$285K +$1.81K +84 +0.6%
OPA
62
Old Port Advisors
Maine
$267K +$267K +12,403 New
HFA
63
Highland Financial Advisors
New Jersey
$252K – – –
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$246K -$31.2K -1,446 -11%
TFS
65
Thoroughbred Financial Services
Tennessee
$242K +$243K +11,258 New
RJA
66
Raymond James & Associates
Florida
$231K +$23.2K +1,077 +11%
PS
67
Principal Securities
Iowa
$230K – – –
YWM
68
Yoder Wealth Management
California
$228K +$228K +10,600 New
Fisher Asset Management
69
Fisher Asset Management
Washington
$219K +$220K +10,196 New
RWP
70
Reliant Wealth Planning
Kentucky
$218K +$219K +10,155 New
BWM
71
BCS Wealth Management
Tennessee
$215K – – –
GSB
72
Greenfield Savings Bank
Massachusetts
$213K +$214K +9,917 New
WT
73
Washington Trust
Rhode Island
$204K +$205K +9,500 New
KHC
74
Koesten Hirschmann & Crabtree
Kansas
$160K +$160K +7,425 New
FCA
75
FinTrust Capital Advisors
South Carolina
$115K +$22.7K +1,052 +24%
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.