iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
11 hedge funds and large institutions have $22.5M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
9% more capital invested
Capital invested by funds: $20.6M → $22.5M (+$1.91M)
1.3% less ownership
Funds ownership: 96.75% → 95.45% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$745K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$442K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$269K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$596K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$184 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $9.53M | +$170K | +6,476 | +2% |
|
|
2
Stifel Financial
St. Louis,
Missouri
| $6.56M | +$442K | +16,819 | +7% |
|
|
BFEC
3
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2.84M | +$269K | +10,239 | +10% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.11M | +$1.12M | +42,405 | New |
|
5
BlackRock
New York
| $1.05M | – | – | – |
|
|
FTUS
6
Flow Traders U.S.
New York
| $743K | +$745K | +28,338 | New |
|
|
7
Jane Street
New York
| $436K | -$596K | -22,652 | -58% |
|
|
BEI
8
Benjamin Edwards Inc
Clayton,
Missouri
| $178K | +$23.5K | +892 | +15% |
|
9
Bank of America
Charlotte,
North Carolina
| $66K | +$66.6K | +2,533 | New |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| $7K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $1K | -$184 | -7 | -23% |
|
IBTJ Hedge Fund Activity: Q4 2020 in Review
11 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2020, worth a combined $22.5M — up 9.3% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBTJ positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.12M. The largest seller was Jane Street, cutting an estimated $596K.
- 11 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2020, up from 8 in Q3 2020.
- Funds reported $22.5M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2020, up 9.3% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2020 and 0 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2020 was Citadel Advisors, an estimated $1.12M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2020 was Jane Street, an estimated $596K sold.
Based on aggregated 13F filings for Q4 2020.