iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
9 hedge funds and large institutions have $19.4M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
10% more capital invested
Capital invested by funds: $17.5M → $19.4M (+$1.82M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
50.95% less ownership
Funds ownership: 147.86% → 96.91% (-51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.15M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$210K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$120K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$14.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$433K |
| 2 |
Jane Street
New York
|
-$422K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $9.22M | +$210K | +7,899 | +2% |
|
|
2
Stifel Financial
St. Louis,
Missouri
| $5.16M | +$14.2K | +536 | +0.3% |
|
|
BFEC
3
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2.15M | +$2.15M | +80,883 | New |
|
4
BlackRock
New York
| $1.33M | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| $822K | -$433K | -16,310 | -35% |
|
|
6
Jane Street
New York
| $552K | -$422K | -15,887 | -43% |
|
|
BEI
7
Benjamin Edwards Inc
Clayton,
Missouri
| $120K | +$120K | +4,520 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $1K | +$1.17K | +44 | New |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| – | -$7K | -261 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | +$239 | +9 | New |
|
IBTJ Hedge Fund Activity: Q2 2020 in Review
9 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q2 2020, worth a combined $19.4M — up 10% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBTJ positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $2.15M. The largest seller was Citadel Advisors, cutting an estimated $433K.
- 9 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q2 2020, up from 6 in Q1 2020.
- Funds reported $19.4M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q2 2020, up 10% quarter-over-quarter.
- 4 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q2 2020 and 1 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q2 2020 was Benjamin F. Edwards & Company, an estimated $2.15M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q2 2020 was Citadel Advisors, an estimated $433K sold.
Based on aggregated 13F filings for Q2 2020.