iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
13 hedge funds and large institutions have $15.4M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
18% more funds holding
Funds holding: 11 → 13 (+2)
2.88% more ownership
Funds ownership: 91.38% → 94.26% (+2.9%)
5% less capital invested
Capital invested by funds: $16.1M → $15.4M (-$733K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$244K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$228K |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$128K |
| 4 |
Jane Street
New York
|
+$48.8K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$34.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $9.3M | +$128K | +5,120 | +1% |
|
2
Stifel Financial
St. Louis,
Missouri
| $2M | +$28.4K | +1,131 | +1% |
|
|
3
Jane Street
New York
| $1.17M | +$48.8K | +1,946 | +4% |
|
4
BlackRock
New York
| $1M | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| $745K | -$1.47M | -58,428 | -66% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $493K | +$228K | +9,086 | +86% |
|
|
CAN
7
Cetera Advisor Networks
El Segundo,
California
| $245K | +$244K | +9,740 | New |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $146K | +$19.1K | +760 | +15% |
|
9
Bank of America
Charlotte,
North Carolina
| $98K | +$13.4K | +536 | +16% |
|
|
BEI
10
Benjamin Edwards Inc
Clayton,
Missouri
| $87K | +$34.8K | +1,387 | +67% |
|
|
CFCI
11
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $49K | +$49.6K | +1,977 | New |
|
12
Koshinski Asset Management
Decatur,
Illinois
| $49K | +$301 | +12 | +0.6% |
|
13
Wells Fargo
San Francisco,
California
| $3K | +$3.11K | +124 | New |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$9K | -338 | Closed |
|
IBTJ Hedge Fund Activity: Q4 2021 in Review
13 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2021, worth a combined $15.4M — down 4.5% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBTJ positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $244K. The largest seller was Citadel Advisors, cutting an estimated $1.47M.
- 13 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2021, up from 11 in Q3 2021.
- Funds reported $15.4M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2021, down 4.5% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2021 was Cetera Advisor Networks, an estimated $244K added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2021.