iShares iBonds Dec 2029 Term Treasury ETF
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.
350% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 12
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
26% more capital invested
Capital invested by funds: $166M → $209M (+$43.3M)
15% more funds holding
Funds holding: 93 → 107 (+14)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.33M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.95M |
| 3 |
WWM
Whalen Wealth Management
Las Vegas,
Nevada
|
+$3.96M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$3.78M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$640K |
| 3 |
AWG
Altus Wealth Group
Colorado Springs,
Colorado
|
-$593K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$450K |
| 5 |
YWM
Yoder Wealth Management
Walnut Creek,
California
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| $35.4K | +$340 | +16 | +1% |
|
|
EPW
102
Evergreen Private Wealth
Greenwood Village,
Colorado
| $25K | – | – | – |
|
|
AF
103
Allworth Financial
Folsom,
California
| $20.4K | – | – | – |
|
104
Comerica Bank
Dallas,
Texas
| $13.7K | +$13.6K | +640 | New |
|
|
BC
105
Barrett & Company
Providence,
Rhode Island
| $8.55K | – | – | – |
|
|
BAM
106
Belpointe Asset Management
Reno,
Nevada
| $3.25K | +$3.25K | +153 | New |
|
107
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.37K | – | – | – |
|
|
LNC
108
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$450K | -20,931 | Closed |
|
|
YWM
109
Yoder Wealth Management
Walnut Creek,
California
| – | -$228K | -10,600 | Closed |
|
110
Fisher Asset Management
Camas,
Washington
| – | -$219K | -10,196 | Closed |
|
111
JP Morgan Chase
New York
| – | -$64.5K | -3,000 | Closed |
|
|
GBT
112
Grove Bank & Trust
Miami,
Florida
| – | -$24.2K | -1,125 | Closed |
|
|
PWA
113
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| – | -$9.95K | -436 | Closed |
|
IBTJ Hedge Fund Activity: Q2 2024 in Review
107 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q2 2024, worth a combined $209M — up 26% from $166M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBTJ positions and 6 closed out — a net gain of 15 holders — while 54 added to existing stakes and 12 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $5.33M. The largest seller was Citadel Advisors, cutting an estimated $1.76M.
- 107 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q2 2024, up from 93 in Q1 2024.
- Funds reported $209M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q2 2024, up 26% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q2 2024 and 6 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $5.33M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.76M sold.
Based on aggregated 13F filings for Q2 2024.