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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$10.4M |
| 2 |
FA
Fagan Associates
Troy,
New York
|
+$4.84M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.85M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.4M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$1.43M |
| 2 |
Jane Street
New York
|
-$914K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$804K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$478K |
| 5 |
LPL Financial
San Diego,
California
|
-$406K |
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.