iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
IBTJ
107 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2% more ownership
Funds ownership: 74.04% → 76.04% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
107
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$5.37M | |
| 2 | +$4.98M | |
| 3 | +$3.99M | |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$3.81M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$3.72M |
Top Sellers
| 1 | -$1.77M | |
| 2 | -$645K | |
| 3 | -$597K | |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$450K |
| 5 |
YWM
Yoder Wealth Management
Walnut Creek,
California
|
-$228K |