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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

6 hedge funds and large institutions have $17.5M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

147.86% more ownership

Funds ownership: 0% → 147.86% (+148%)

Holders
6
Holders Change
+6
Holders Change %
–
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$8.78M
2
Stifel Financial
Stifel Financial
Missouri
+$5.02M
3
BlackRock
BlackRock
New York
+$1.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.22M
5
Jane Street
Jane Street
New York
+$951K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$8.99M +$8.78M +338,210 New
Stifel Financial
2
Stifel Financial
Missouri
$4.99M +$5.02M +193,116 New
BlackRock
3
BlackRock
New York
$1.33M +$1.3M +50,000 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.25M +$1.22M +47,166 New
Jane Street
5
Jane Street
New York
$973K +$951K +36,607 New
ASN
6
Advisory Services Network
Georgia
$7K +$6.78K +261 New

IBTJ Hedge Fund Activity: Q1 2020 in Review

6 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2020, worth a combined $17.5M.

Buyers outnumbered sellers: 6 funds opened new IBTJ positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $8.78M.

  • 6 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2020, up from 0 in Q4 2019.
  • Funds reported $17.5M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2020.
  • 6 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2020 and 0 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2020 was Confluence Investment Management, an estimated $8.78M added.

Based on aggregated 13F filings for Q1 2020.